BotPenguin Resource Centre
What's NewDashboard
  • ๐Ÿ Introduction
  • ๐Ÿ“’BotPenguin Resource Centre
    • ๐Ÿƒโ€โ™‚๏ธHow BotPenguin works?
      • Onboarding
      • Create new chatbot
        • Website Chatbot
        • Landing Page Chatbot
        • WhatsApp Chatbot
        • Instagram Chatbot
        • Facebook Chatbot
        • Telegram Chatbot
        • Microsoft Teams Bot
        • Make Your Live Chat Chatbot
      • Edit Your Chat Flow
        • Multiple flows(Redirect component)
        • Components In Chatflow
          • Request Information
          • Send Information
          • Trigger Actions
        • Email Validation
      • Pre-Built Chatbot Templates
      • Train Your AI Chatbot
        • Website
        • File Upload
        • Google Sheets
        • FAQs
        • Unanswered Questions
        • Other Sources
      • Install your Chatbot
        • Install your Website Chatbot
        • Install Website Chatbot on Custom Build Website
        • Install Website Bot on WordPress
        • Install Website Chatbot on Wix
        • Install Website Chatbot on Squarespace
        • Widget Installation
      • Automation
        • Widget
        • WhatsApp Template Setup
        • WhatsApp Catalog Setup
        • WhatsApp Flows (Forms) Setup
        • WhatsApp Broadcast Setup
        • WhatsApp Drip Campaigns Setup
        • Facebook Auto-Reply Feature
        • Instagram Auto-Replies
        • Instagram Automation
          • Instagram Broadcast
      • Bot Settings
        • Website Chatbot Settings
          • Design
            • Customize Landing Page Bot
          • General
          • Alerts
          • Triggers
          • User Access
          • Chat Window
            • Transfer Chat to WhatsApp Functionality
          • AI settings
            • Configuring Chatbot Scenarios
        • WhatApp Chatbot Settings
          • General
          • Triggers
          • Alerts
          • API Key
          • WhatsApp Profile
          • AI settings
            • Configuring Chatbot Scenarios
        • Telegram Chatbot Settings
          • General
          • Telegram Profile
          • AI settings
        • Instagram Chatbot Settings
          • General
          • AI settings
            • Configuring Chatbot Scenarios
        • Facebook Chatbot Settings
          • General
          • AI settings
            • Configuring Chatbot Scenarios
        • Chatbot Persona
        • Creating Custom Instructions
        • How to configure and use AI Assistants
      • 3rd Party Apps Integrations
        • ChatGPT
        • BotPenguin Integrations
          • Integrate BotPenguin with Acuity Scheduling
          • Integrate BotPenguin with Microsoft Teams
          • Integrate BotPenguin with WooCommerce
          • Integrate BotPenguin with Autopilot
          • Integrate BotPenguin with Firmao CRM
          • Integrate BotPenguin with Capsule CRM
          • Integrate BotPenguin with Facebook Pixels
          • Integrate BotPenguin with Elevio CRM
          • Integrate BotPenguin with Close CRM
          • Integrate BotPenguin with CalendarHero CRM
          • Integrate BotPenguin with Extraaedge CRM
          • Integrate BotPenguin with Infobip CRM
          • Integrate BotPenguin with Google Sheets
          • Integrate BotPenguin with Google Calender
          • Integrate BotPenguin with Google Task
          • Integrate BotPenguin with HelpShift CRM
          • Integrate BotPenguin with Zendesk CRM
          • Integrate BotPenguin with LeadSquared CRM
          • Integrate BotPenguin with Zoho Desk
          • Integrate BotPenguin with SupportBee CRM
          • Integrate BotPenguin with Wealthbox CRM
          • Integrate BotPenguin with Brevo (formally SendInBlue)
          • Integrate BotPenguin with Apptivo CRM
          • Integrate BotPenguin with Freshdesk CRM
          • Integrate BotPenguin with Help Desk CRM
          • Integrate BotPenguin with Helpcrunch CRM
          • Integrate BotPenguin with Jira CRM
          • Integrate BotPenguin with KarmaCRM
          • Integrate BotPenguin with LiveAgent CRM
          • Integrate BotPenguin with NetHunt CRM
          • Integrate BotPenguin with Plivo CRM
          • Integrate BotPenguin with Recurly CRM
          • Integrate BotPenguin with Shipway CRM
          • Integrate BotPenguin with TeamGate CRM
          • Integrate BotPenguin with Zoho Projects
          • Integrate BotPenguin with Zoho CRM
          • Integrate BotPenguin with Google Drive
          • Integrate BotPenguin with Agile CRM
          • Integrate BotPenguin with Pipedrive
          • Integrate BotPenguin with Drip CRM
          • Integrate BotPenguin with GetResponse
          • Integrate BotPenguin with Groove
          • Integrate BotPenguin with Helpdocs
          • Integrate BotPenguin with Bitrix24
          • Integrate BotPenguin with Freshworks CRM
          • Integrate BotPenguin with Insightly CRM
          • Integrate BotPenguin with Nimble CRM
          • Integrate BotPenguin with Nutshell CRM:-
          • Integrate BotPenguin with OntraPort CRM
          • Integrate BotPenguin with HubSpot
          • Integrate BotPenguin with WebHoper
          • Integrate BotPenguin with EngageBay
          • Integrate BotPenguin with FrontApp
          • Integrate BotPenguin with Copper CRM
          • Integrate BotPenguin with Salesflare
          • Integrate BotPenguin with No CRM
          • Integrate BotPenguin with Helprace
          • Integrate BotPenguin with Flowlu
          • Integrate BotPenguin with Pipeline
          • Integrate BotPenguin with Zingtree
          • Integrate BotPenguin with Salesforce CRM:-
          • Integrate BotPenguin with Chakra CRM:-
          • Integrate BotPenguin with SimplyBook:-
          • Integrate BotPenguin with Gitbook
          • Integrate BotPenguin with GoHigh Level
          • Integrate BotPenguin with Voxloud
          • Integrate BotPenguin with ViaSocket
          • Integrate BotPenguin with Twilio
          • Integrate BotPenguin with Shopify
          • Integrate BotPenguin with Razorpay
          • Integrate BotPenguin with Pabbly
          • Integrate BotPenguin with Outlook
          • Integrate BotPenguin with OnPipeline
          • Integrate BotPenguin with Notion
          • Integrate BotPenguin with MoEngage
          • Integrate BotPenguin with Kylas CRM
          • Integrate BotPenguin with Google Analytics
          • Integrate BotPenguin with FirstPromoter
          • Integrate Botpenguin with Google Contacts
          • Integrate Botpenguin with Zoho CRM
          • Integrate BotPenguin with Zapier
          • Integrate BotPenguin with Make.com
      • Inbox
        • Chats window
        • Orders
        • Contacts
        • Groups
        • Real-Time Customer Interaction
        • Importing WhatsApp Contacts
        • Creating Segments
        • Using Tags
      • Analytics
      • Teams
        • Departments
        • Business hours
        • Team
        • Role
        • Using Teams in Chatflow
      • Settings
        • Custom attribute
        • Tags
        • Custom Status
        • Quick Replies
        • Custom Tabs
      • My Account
        • Account
        • Password
      • Subscription & Plans (Legacy Version)
      • Subscription & Plans (Latest Version)
    • โ“Frequently asked questions (FAQs)
      • Onboarding FAQs
      • Edit your chat flow
      • Bot Installation FAQs
      • Inbox FAQs
      • Profile, Team & Notifications FAQs
      • Analytics FAQs
      • Chat Flow FAQs
      • Bot Settings FAQs
      • WhatsApp FAQs
      • Subscription FAQs
      • Product Update FAQs
      • ChatGPT FAQs
    • ๐Ÿ› ๏ธCommon Errors & Troubleshooting
  • ๐Ÿ“–Platform Guidelines & Training
    • ๐Ÿ‘ฉโ€๐Ÿ’ปWhatsApp Cloud API by Meta
      • โš™๏ธSetting Up Your Facebook Business Manager
      • ๐Ÿ’ฐMeta Conversation Pricing for WhatsApp Cloud API
      • ๐Ÿ‘งUpdate WhatsApp Bot Profile
      • โœ…Getting a Blue Tick(previously Green Tick) on WhatsApp
    • ๐Ÿ”‘WhatsApp Bot Creation with Manual Onboarding
      • โœ…Prerequisites for WhatsApp Bots
      • ๐Ÿ”คCreate a Meta App
      • โœ”๏ธRegister & Verify your WhatsApp Number
      • ๐Ÿ”—Subscribe WA webhook with BotPenguin
      • ๐Ÿ’ณUpdate WA account Payment Method
      • ๐Ÿฆธโ€โ™€๏ธAssign System User to WhatsApp Account
      • ๐Ÿ“ƒGetting all the necessary details from Meta Developer Dashboard
    • โš™๏ธWhatsApp Bot Creation with Automated onboarding
    • ๐ŸงMigration Of Whatsapp Account from other platforms to BotPenguin.
    • โ™ป๏ธReconnect Whatsapp Bot
    • ๐Ÿ”Recovering Your Restricted Meta Account
    • ๐Ÿ’กMust know-how of BotPenguin
      • ๐Ÿ”คManage & Use Custom Attributes
      • ๐Ÿ–ฅ๏ธCall external APIs in your chat flows
      • ๐Ÿ‘จโ€๐Ÿ’ผManging team roles & Users
      • ๐Ÿช„Unlock BotPenguin AI
      • ๐Ÿ•ต๏ธโ€โ™‚๏ธSupport Agent guide
      • ๐Ÿ“จSend WhatsApp notifications using the BotPenguin APIs
      • Chatbot User Authentication
  • โšกPlatform Updates & Info
    • ๐Ÿ”ฅWhat's New
    • ๐ŸžReport a bug!
    • ๐Ÿ—’๏ธFeature Requests
    • ๐ŸงBotPenguin Roadmap
    • ๐ŸคConnect With Us
  • ๐Ÿ› ๏ธAPI References
    • ๐Ÿ“„Contacts & Chats APIs
      • Get All Contacts
      • Getting Groups/Segments
      • Add WhatsApp Contact
      • Delete WhatsApp Contact
      • Website Contacts & Meta Data
    • ๐Ÿ“„WhatsApp Cloud API
      • GET Templates List
      • POST WhatsApp Template Message
      • POST Send Message API
  • ๐ŸคPartner Documentation
    • ๐ŸงBotPenguin Partner Onboarding
      • Signup as a BotPenguin Partner
      • Setup your Pricing Plans
      • Connect to your Domain
      • Setup 3rd Party Integrations
        • Setup AWS SES Account
        • Setup Google reCAPTCHA
        • Setup ChatGPT Account
        • Setup Zoho Integrations
        • Setup Google OAuth App
        • Setup RazorPay Account
        • Setup Stripe Account
        • Setup Facebook App for WhatsApp & Facebook Bots
          • Create Facebook Login for Business Configuration
          • Meta System User Token
      • Setup your pricing plans (Legacy Version)
      • Setup your Pricing Plans (Latest Version)
    • ๐Ÿ™‹โ€โ™‚๏ธPartner FAQs
      • Onboarding
      • Affiliate Partner
      • Implementation Partner
      • Whitelabel Partner
      • WhatsApp Whitelabel Partner
      • Add-ons FAQs
      • Subscription FAQs
      • LTD FAQs
    • ๐Ÿ“”Partner API References
      • Setting up environment
      • Get Customer
      • Create Customer
      • Update Customer
      • Delete Customer
      • Get Customer API Token
      • Get Team Members (Custom Users)
      • Get Custom User (Team Member) Token
      • Embedding the BotPenguin Inbox in 3rd Party Apps
Powered by GitBook
On this page
  • Teams
  • How to add a Team Member

Was this helpful?

  1. BotPenguin Resource Centre
  2. How BotPenguin works?
  3. Teams

Team

This page contains all the necessary information about the "Teams" sections of the BotPenguin platform.

PreviousBusiness hoursNextRole

Last updated 6 months ago

Was this helpful?

Teams

Here, you can view detailed information about all your team members and manage their roles and permissions.

  • Status: If the status of a member is "active", the member can access the account. If the member is โ€œinactiveโ€, 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 memberโ€™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.

๐Ÿ“’
๐Ÿƒโ€โ™‚๏ธ
Teams