Adding Team Members
This section contains essential information and usage guidelines for managing team members inside BotPenguin.
Interactive Guide
What is Members?
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, enhanced security, and operational clarity.
Navigation - More > User & Teams > Members
Benefits of Members
🔐 Centralized access control from a single panel.
🎯 Role-based permissions for structured feature access.
👁️ Operational visibility over leads and conversations.
⚙️ Controlled lead assignment and distribution.
🛡️ Improved security with active/inactive status management.
Guidance Video
Members
Understanding the Members Table
Inside the “Members” tab, you will see the following columns:
Select Box – Select one, multiple, or all members.
Name – Name of the team member.
Email – Registered email address.
Phone Number – Saved contact number.
Status –
Active → Member can access the account.
Inactive → Member cannot access the account.
Role – Displays the assigned role.
Action – Edit details or remove a team member.
How to add a Team Member
Click on the Add Team Member button as shown in the screenshot.
Enter the team member’s details, such as name, email, and phone number.
Choose a Role for the team member.
Set Lead Visibility to define whether they can view all leads or only the ones assigned to them.
Configure Lead Assignment Permissions based on the options provided.
Create a password and set a profile icon for the team member.
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.
Edit a Team Member
Go to the “Members” tab.
Locate the member in the list.
Click on the Edit icon under the “Action” column.
Update the fields wherever required.
Click on “Update User” to apply updates.
Remove a Team Member
1. Navigate to the “Members” tab.
2. Select the member you want to remove.
3. Click on the Delete icon under the “Action” column.
4. Confirm the removal.
⚠️ Removing a member immediately revokes their access to the workspace.
Manage Member Status (Active/Inactive)
1. Go to the “Members” tab.
2. Locate the member.
3. Change the “Status” from Active to Inactive (or vice versa).
Inactive members cannot log into the platform but their data remains preserved.
🎉 Congratulations, you have successfully completed this section!
FAQ's
Can I restrict a member to view only assigned leads?
Yes, under “Lead Visibility,” select “Assigned Leads Only.”
How many team members can I add?
This depends on your plan. Only users on the King Plan have access to the Members section.
What happens when I deactivate a member?
They will no longer be able to log in until reactivated. Their data remains intact.
Can I delete a member permanently?
Yes, use the Remove Member action, but ensure to reassign their leads beforehand.
Are members notified when they are added?
If email notifications are enabled, an invite will be sent.
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.
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