BotPenguin Resource Centre
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  • 🏠Introduction
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    • 🏃‍♂️How BotPenguin works?
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          • Integrate BotPenguin with Acuity Scheduling
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          • Integrate BotPenguin with Wealthbox CRM
          • Integrate BotPenguin with Brevo (formally SendInBlue)
          • Integrate BotPenguin with Apptivo CRM
          • Integrate BotPenguin with Freshdesk CRM
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          • Integrate BotPenguin with Helpcrunch CRM
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          • 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
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          • Integrate BotPenguin with FirstPromoter
          • Integrate Botpenguin with Google Contacts
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          • Integrate BotPenguin with Make.com
      • Inbox
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    • 🛠️Common Errors & Troubleshooting
  • 📖Platform Guidelines & Training
    • 👩‍💻WhatsApp Cloud API by Meta
      • ⚙️Setting Up Your Facebook Business Manager
      • 💰Meta Conversation Pricing for WhatsApp Cloud API
      • 👧Update WhatsApp Bot Profile
      • ✅Getting a Blue Tick(previously Green Tick) on WhatsApp
    • 🔑WhatsApp Bot Creation with Manual Onboarding
      • ✅Prerequisites for WhatsApp Bots
      • 🔤Create a Meta App
      • ✔️Register & Verify your WhatsApp Number
      • 🔗Subscribe WA webhook with BotPenguin
      • 💳Update WA account Payment Method
      • 🦸‍♀️Assign System User to WhatsApp Account
      • 📃Getting all the necessary details from Meta Developer Dashboard
    • ⚙️WhatsApp Bot Creation with Automated onboarding
    • 🐧Migration Of Whatsapp Account from other platforms to BotPenguin.
    • ♻️Reconnect Whatsapp Bot
    • 🔏Recovering Your Restricted Meta Account
    • 💡Must know-how of BotPenguin
      • 🔤Manage & Use Custom Attributes
      • 🖥️Call external APIs in your chat flows
      • 👨‍💼Manging team roles & Users
      • 🪄Unlock BotPenguin AI
      • 🕵️‍♂️Support Agent guide
      • 📨Send WhatsApp notifications using the BotPenguin APIs
      • Chatbot User Authentication
  • ⚡Platform Updates & Info
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  • 🛠️API References
    • 📄Contacts & Chats APIs
      • Get All Contacts
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      • Add WhatsApp Contact
      • Delete WhatsApp Contact
      • Website Contacts & Meta Data
    • 📄WhatsApp Cloud API
      • GET Templates List
      • POST WhatsApp Template Message
      • POST Send Message API
  • 🤝Partner Documentation
    • 🐧BotPenguin Partner Onboarding
      • Signup as a BotPenguin Partner
      • Setup your Pricing Plans
      • Connect to your Domain
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        • Setup AWS SES Account
        • Setup Google reCAPTCHA
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        • 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)
    • 🙋‍♂️Partner FAQs
      • Onboarding
      • Affiliate Partner
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      • Add-ons FAQs
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    • 📔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
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  • User & Roles
  • Manage Roles & Users

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  1. Platform Guidelines & Training
  2. Must know-how of BotPenguin

Manging team roles & Users

This page contains information on how can you can add new team members and you give them custom access permissions.

Please note: Only the King (Paid) plan have the feature of having more than one team member (i.e. three), if you need more than that, Please request the BotPenguin support team for the same.

User & Roles

Here are brief definitions of users and Roles.

Team Users are client team members with assigned roles and permissions within the platform. These roles define what actions they can perform and what they can access, such as configuring chatbots, managing content, or viewing analytics. Team Users in BotPenguin help streamline collaboration and access control in the chatbot building and management process.

Team Roles are the module-based permission (such as view, edit, None) for any roles that can be assigned to different team members.

Manage Roles & Users

In BotPenguin, you can efficiently manage team roles and users to streamline access and permissions within your account. Here's a step-by-step guide on how to do it:

Step 1: Access the BotPenguin Dashboard

  • Log in to your BotPenguin account and access the dashboard.

Step 2: Navigate to the "Team" Section

  • In the dashboard, find and click on the "Team" section in the side nav bar.

Step 3: Create a New Role

  • Inside the "Team" section, navigate to "Roles" and click "Create Role."

Step 4: Configure Role Details

  • Set up the role by providing the following details:

    • Name: Assign a name for the new role.

    • Description: Add a brief description for reference.

    • Assign Permissions: Customize permissions for this role based on your specific needs. Permissions are related to different modules within the BotPenguin platform.

Step 5: Save the Role

  • After configuring the role details, click "Save" to create the new role.

Step 6: Add a New User

  • Once the role is created, go to the "Users" tab and select "Add User."

Step 7: Fill User Details

  • In the "Add User" pop-up, fill in the following user details:

    • Name: Enter the user's name.

    • Email: Provide the user's email address.

    • Phone Number: Add the user's phone number.

    • Select Role: Choose the appropriate role for the user.

    • Password: Set a password for the user.

    • Confirm Password: Confirm the password.

Step 8: Create User

  • Click "Create User" to add the new team member to your BotPenguin account.

Step 9: Manage Users and Roles

  • You can manage, edit, delete, or bulk delete users and roles from the same page, allowing you to fine-tune your team's access and permissions.

And there you have it! You've successfully created a new role and added a new user to your BotPenguin account. This streamlined management process helps you control access and permissions effectively.

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Last updated 7 months ago

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