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Adding, Viewing or Removing Users in Wati

Updated over 2 weeks ago

Summary

This article guides you through the process of managing users in WATI, a customer communication platform. You'll learn how to view, search, and delete users, making it easy to maintain your team's roster and ensure that only authorized individuals have access to your customer conversations.

Instructions

Viewing Users

When you access the User Management screen, you'll see a list of users. By default, 5 records are displayed per page. To view more users, simply select the desired number of records from the drop-down list box at the bottom of the page.

Viewing Users

Searching for Users

The search box at the top of the User tab is a powerful tool that allows you to find users based on various criteria, including:

  • First Name

  • Last Name

  • Email

  • Phone

  • Role For example, you can search for:

  • All users with the role OPERATOR

  • Users with the name "jit" in any of their profile information To search, simply type your query in the search box and press Enter..

Searching Users

Deleting Users

You can delete users in two ways:

Deleting a Single User

To delete a single user, follow these steps:

  1. Go to the User Management screen and find the user you want to delete.

  2. Click the three dots button in the right corner of the user's record.

  3. Select Remove User from the dropdown menu.

Deleting Multiple Users

To delete a list of users, follow these steps:

  1. Search for the users you want to delete. For example, find all users with the role OPERATOR.

  2. Tick the checkbox at the top left of the current set of users.

  3. Click the Delete icon at the top right of the set. By following these steps, you can easily manage your users and ensure that your team's roster is up-to-date and secure.

Deleting Users

Frequently Asked Questions (FAQs)

General Questions

  1. What is the User Management feature in WATI? → The User Management feature allows administrators to view, search, and delete users, ensuring that only authorized individuals have access to customer conversations.

  2. Who can access the User Management screen? → Typically, only users with admin privileges can access and manage users in WATI.

Viewing Users

  1. How many user records are displayed by default? → By default, 5 user records are displayed per page.

  2. Can I change the number of users displayed per page? → Yes, you can select the desired number of records from the drop-down list at the bottom of the page.

Searching for Users

  1. How can I search for a specific user? → Use the search box at the top of the User tab to find users based on their First Name, Last Name, Email, Phone, or Role.

  2. Can I search for users with a specific role? → Yes, you can enter the role name (e.g., "OPERATOR") in the search box to find all users with that role.

  3. Is it possible to search using partial names? → Yes, you can enter part of a name (e.g., "jit") to find users with matching details in any of their profile fields.

Deleting Users

  1. How can I delete a single user? → Follow these steps:

    • Go to the User Management screen and find the user.

    • Click the three dots button in the right corner of the user's record.

    • Select Remove User from the dropdown menu.

  2. Can I delete multiple users at once? → Yes, you can delete multiple users by:

    • Searching for the users you want to delete.

    • Ticking the checkbox at the top left of the user list.

    • Clicking the Delete icon at the top right.

  3. What happens after a user is deleted? → Once deleted, the user will no longer have access to WATI, and their account will be permanently removed from the system.

Security and Access Control

  1. Can deleted users be restored? → No, once a user is deleted, they cannot be restored. You will need to re-add them manually if needed.

  2. How can I ensure only authorized users have access? → Regularly review your user list, remove inactive users, and limit access based on roles and responsibilities.

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