Your team
Adding your team
Invite people, set their role and remove them when they leave.
Video: Invite your team and choose their roles (1:09, with captions)
Every plan has unlimited users. Add everyone who talks to customers.
Add a person
- 1Open Settings, then click Users. This is your team list. Everyone who can sign in shows here.
- 2Click Add user.
- 3Type their first name and last name, then their work email.
- 4Add a phone number if you want calls and alerts to reach them.
- 5Open the Roles and permissions tab. Choose Admin or User. See Roles.
- 6Press Save. They get an email to set a password.
Tips
- One person, one login. Never share a login.
- Add the person who will answer WhatsApp first, so chats can be assigned from day one.
- Check the Users list after you save. The person should show there with the role you chose.
When someone leaves
Open Settings, then Users, and remove them. Their old chats stay in the inbox. Reassign any open chats to someone else first.
Run your sales from one place.
From $99 a month. Set up in one onboarding call.