For AI agents: the complete documentation index is available at https://docs.clickmax.io/en/llms.txt, the full documentation bundle is available at https://docs.clickmax.io/en/llms-full.txt, and this page is available as Markdown at https://docs.clickmax.io/en/features/messaging/connected-account-permissions.md.
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      • How to control who uses each connected account

      Each connected account has two independent settings: who can use the account and where it can be used. That way you can have several numbers and open each one only to the right people and areas.

      Before you start

      • The workspace owner and admins can change these settings on any account. People allowed to configure channels can also change who can use it, but only on accounts they already use.
      • The owner and admins always see and use every connected account, including in Live Chat. Everyone else, even with channel or conversation permissions, only sees the accounts opened to them.

      Who can use the account

      1. Go to Settings → Connections and open the account detail.
      2. Under Account permissions → Who can use it, check the people who handle this account and click Save people.

      Anyone who is not checked does not see the account anywhere: not in the account center, not in Live Chat, and not in the broadcast or automation pickers.

      The owner shows up checked as always and admins as admin. They can't be unchecked, because these people have access to every account.

      Checking a person here is the same as assigning the account to them in the attendants panel (Channel assignment). If you uncheck or unassign in either place, the person leaves the account in both.

      Admins who handle the account

      Seeing an account is not the same as handling it. An admin only receives distributed conversations and shows up as an attendant of the account when it is assigned to them in Channel assignment, in the attendants panel.

      Management access

      Some people show up checked with a Management access label. It is automatic access some people received without being checked. These people see and use the account, but they are not its attendants: they don't take part in conversation distribution and don't show up in the attendants panel. To remove the access, uncheck the person.

      Where the account can be used

      In the account detail, under Where the account can be used, turn each area on or off:

      AreaWhen turned off
      Live ChatConversations from the account don't reach the inbox and manual messages can't be sent through it.
      AutomationsThe account doesn't show up in flows and flows don't send messages through it.
      BroadcastThe account doesn't show up for mass and scheduled sends.

      When you turn an area off, Clickmax first shows what will be affected — scheduled broadcasts, active flows and people using the account in chat — and, if you confirm, cancels the schedules, turns off the flows and notifies the people.

      In the account list and in channel assignment, an account with any area turned off shows an alert icon next to its name. Hover it to see what is off.

      Current limits

      • Usage areas apply to WhatsApp, Instagram and Telegram. Email inboxes and the website chat only have the who-can-use setting.
      • Telegram and Instagram webhook logs are visible only to the workspace owner and admins.