Summary
In this article, you'll learn how to easily invite new users to your WATI account. We'll cover the simple process of navigating to the user management section, adding a new user with their details and desired role, and completing the invitation process. By the end of this guide, you'll be able to expand your WATI team and empower them to contribute to your customer communication strategy.
Instructions
Why invite team members to WATI?
Before we dive into the "how," let's consider the "why." Inviting team members to WATI allows you to:
Share the workload: Distribute customer inquiries, manage broadcasts, and monitor performance across your team.
Improve response times: Ensure timely replies to customer messages, leading to higher satisfaction.
Enhance collaboration: Foster teamwork and knowledge sharing among your agents.
Optimize workflow: Streamline your communication processes and improve overall efficiency.
Instructions: Adding New Users / Inviting Your Team Member to WATI
Follow these simple steps to add or invite a new user to your WATI account:
Navigate to the "More" Menu: On the main WATI menu (usually located on the left-hand side), click on the option labeled "MORE."
Access User Management: In the "More" dropdown menu, locate and click on "User Management." This will take you to the user management page.
Add User: On the top right corner of the User Management page, you'll see a button labeled "ADD USER." Click on this button to initiate the new user invitation process.
Fill in User Details: A form will appear, prompting you to enter the necessary details for the new user. This typically includes:
Name: The first and last name of your team member.
Email: The team member's email address (where they will receive the invitation).
Other details: You might also be asked for a job title, department, or other relevant information.
Select User Role: Carefully choose the appropriate role for the new user. WATI typically offers different roles with varying levels of access and permissions (e.g., Admin, Agent, etc.). Select the role that aligns with the team member's responsibilities within WATI.
Save the Invitation: Once you've filled in all the required details and selected the user role, click the "Save" button. This will finalize the invitation process.
Invitation Email: Upon saving, WATI will automatically send an invitation email to the specified email address.
Frequently Asked Questions (FAQs)
Getting Started
What are the benefits of inviting team members to WATI? → Inviting team members to WATI allows you to share the workload, improve response times, enhance collaboration, and optimize your workflow, leading to higher customer satisfaction and improved overall efficiency.
Adding New Users
How do I access the user management section in WATI? → To access the user management section, navigate to the "More" menu on the main WATI menu (usually located on the left-hand side), and then click on "User Management" in the dropdown menu.
What information do I need to provide when adding a new user to WATI? → When adding a new user, you must provide their name, email address, and other relevant details such as job title, department, etc. You will also need to select the appropriate user role for the new user.
What is the purpose of selecting a user role when inviting a new team member? → Selecting a user role determines the level of access and permissions the new user will have within WATI. Choose a role that aligns with the team member's responsibilities within WATI.
Invitation Process
How do I send an invitation to a new team member? → Once you've filled in the required details and selected the user role, click the "Save" button to finalize the invitation process. WATI will automatically send an invitation email to the specified email address.
How will my team member receive their invitation to join WATI? → Your team members will receive an invitation email at the email address you specified when adding them as new users.
Roles and Permissions
Can I assign different roles to different team members? → Yes, WATI offers different roles with varying levels of access and permissions (e.g., Admin, Agent, etc.). You can select the appropriate role for each team member based on their responsibilities within WATI.