WhatsApp Business Account - Assigned Users Management API | Developer Documentation
Transfer responsibility without losing the working route
Use this checklist when the person who manages a ChatArchitect WhatsApp connection changes. Giving the successor access to one system does not establish access to every other part of the setup. A Meta assigned-users API is not a ChatArchitect customer-access endpoint.
List the responsibilities to hand over
| Area | Record for the successor |
|---|---|
| Meta business portfolio and WhatsApp account | The intended assets, administrator and tasks that need authorized business access. |
| ChatArchitect connection and template management | The responsible contact, intended number and supported way to access the relevant account. |
| CRM/help desk | The integration owner, conversation destination, permitted users and scheduled workflows. |
| Custom application | The credential-store reference, receiver owner and person responsible for deployment and message handling. |
Use the account-control check, business access and the settings ownership guide to establish which administrator can arrange each change. Do not assume an invitation to Meta grants a CRM login or changes the API credentials.
Verify the successor before withdrawing existing access
- Agree on the needed tasks and arrange authorized access through each system's supported process.
- Have the successor use their own permitted access to identify the intended account, number and connected tool.
- For a custom service, confirm that the team can maintain the server-side credentials and receiver without copying Secret values into the handover note. Use the credential guide and receiver management.
- Run an agreed incoming/outgoing test and check where the messages and results appear.
- Arrange the authorized removal of obsolete access after the successor's tasks and recovery contact are confirmed.
If a former person knew API credentials, ask support and the integration owner to confirm the supported replacement/revocation procedure and its effect on sending and callbacks. Changing a Facebook password or removing an asset assignment does not by itself establish that a ChatArchitect credential pair was replaced.
Keep handover separate from a number move
If the change also involves another business, provider or number, use the change-planning checklist. This article does not promise account ownership transfer, credential rotation controls or a universal role model. Keep an accountable person for pending sends and incoming requests throughout the agreed change.
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