Restrict a reply to selected staff

Choose Selected staff only and select the allowed staff members.

What this guide covers

Choose Selected staff only and select the allowed staff members. These instructions follow the supplied r20.5 controller, model, view, installer, connector and automation flow.

Exact step-by-step process

1. Open Admin Area → WhatsApp → Standard Replies.
2. Select the relevant record or setting.
3. Follow the supported controls described below.
4. Save or confirm once.
5. Verify the result.

Fields, choices and supported possibilities

Code-backed validations and workflow rules

• Only administrators can create global All accounts replies.
• A non-administrator must have the native Manage standard replies capability and Manage access to the applicable account.
• The Inbox shows active global and selected-account replies that the current staff member is allowed to see.
• Choose Selected staff only and select the allowed staff members.

Expected result and verification

• The requested action completes without a permission, validation, connector or native CRM error.
• The selected account or conversation shows the expected state without changing another account’s data.
• Where the action creates evidence, confirm the message, native record, verification event, portal history or audit entry is present.

Security, privacy and troubleshooting checks

• Never expose connector tokens, loopback ports, authentication directories or raw customer verification replies.
• Use the supported Connections, Access Control, Settings and Audit Trail pages rather than editing runtime or database records directly.
• If the expected control is missing, verify both native capability and per-account permission before treating it as an installation fault.

Related WhatsApp Web Messaging and CRM guides