Inviting Your Team Members
Learn how to invite team members to join your Wazzn account.
To invite team members to your Wazzn account, follow the steps below:
1. Go to Settings
From the Wazzn dashboard, click on the Settings icon in the top right corner.
2. Select Team Management
In the settings menu, choose Team Management to manage your team.
3. Add a New Team Member
You’ll see a form to Add New Team Member. Enter their email address and select the appropriate role for them:
-
Admin: This role has full access to all features and settings in the platform.
-
Manager: This role has access to all features, except for settings.
-
Agent: This role can only access and respond to messages assigned to them.
4. Actions :
1. Change Role
When you add a team member, you can change their role at any time by clicking on Change Role in the team management section.
2. Remove a Member
If you wish to remove a member, they won’t be permanently deleted but will be suspended. This allows you to retain their history and reassign messages to others if needed.
5. Account Requirement
The person you invite must have an account on Wazzn to join the team. If they don’t have one, they’ll be prompted to create an account when invited.
6. Send Invitation
After entering the email and selecting the role, click Send Invitation to invite them to your team.