Members

Interactive Guide

What is the Members Section?

The Members section enables you to view, manage, and control all team members who have access to your BotPenguin workspace. From here, you can assign roles, control access levels, and define what leads and data each member can view or manage.

This section is critical for teams operating at scale, ensuring clear role segmentation, security, and operational clarity.

Benefits of the Member's Section

1. Centralized Access Control: View and manage all user roles and permissions from one panel.

2. Role-Based Permissions: Limit or extend access to specific features based on the assigned role.

3. Operational Visibility: Decide who can see which leads, conversations, or chat data.

Guidance Video

Members

• Select box: Use this box to select one, multiple or all members

• Name: Name of the team member

• Email: Email of the team member

• Phone Number: Saved phone number of the team member

• Status: If the status of a member is "active", the member can access the account. If the member is “inactive”, the member cannot access the account.

• Action: You can edit the roles and details of your team members. You can also remove team members from this section if needed.

• Role: You can see the role assigned to each team member from here.

In this section, you can add team members to the platform and assign roles and permissions.

How to add a Team Member

1. Click on the Add Team Member button as shown in the screenshot.

1. Enter the team member’s details, such as name, email, and phone number.

2. Choose a Role for the team member.

3. Set Lead Visibility to define whether they can view all leads or only the ones assigned to them.

4. Configure Lead Assignment Permissions based on the options provided.

5. Create a password and set a profile icon for the team member.

1. Click Add Team Member to finalize.

Now, let's explore how to create a new role and edit the permissions and details of your existing roles.

FAQ's

If everything is correct and you are still unable to move forward, write to us at [email protected]. We will respond back within 48 business hours.