Who sees a WhatsApp number

Client chats can be sensitive, so KretaOS lets you decide who reads them. The rule depends on which kind of number the chat came in on.

Team numbers: the access list

Each team number has its own list of who can see it. Seeing a number also means being able to reply on it.

• Always: your workspace admins, and the person who connected the number.
• Also, if you choose: named teammates, or Everyone on the team.

A newly connected team number starts restricted, so only admins and the person who connected it can see its chats until someone opens it up.

The WhatsApp Business — team numbers card on Settings › Channels shows each number with a line like "Visible to: Priya, Arjun · connected by Priya". If you are not on the list, it says you can't see this number's chats and whom to ask.

Who gets the bell

When a client writes on a team number that everyone can see, the client's owner gets the bell (or the whole team, if the client has no owner). On a restricted number, the bell goes to the person who connected it and to the client's owner and teammates on that client — but only those who are on the number's list. Nobody is told about a chat they can't open. The bell never quotes the message.

Change who can see a team number

1. On Settings › Channels, find the number and press Who can see.
2. Tick Everyone on the team can see and reply on this number, or leave it unticked and pick the teammates who should.
3. Press Save.

Only admins and the person who connected the number can change this. The change applies to old chats too: someone you add sees the history, and someone you remove stops seeing it.

Your own WhatsApp: private to you

Chats on a number connected under Your WhatsApp follow your workspace's privacy mode for your own WhatsApp — set by KretaOS by agreement with your company, separately from email. Under the default only you see them, and admins are included in that restriction. See Who sees synced mail.

What everyone still sees

Like email, the team still sees that a client was in touch: their last contact and relationship score move for everyone. What stays restricted is the content of the chat, and the facts KretaOS learned from it.

Chats logged by hand

A WhatsApp chat you log yourself on a client's page is shared with the whole team, like a note. See Log a chat by hand.

Good to know

• Adding someone to a client does not open a number. Being on a client's team changes whose list the client is on, never whose chats they can read.
• When someone leaves, they drop off every access list and their own number is disconnected. Team numbers they connected stay, and admins can still see them.