In this article, learn how to invite teammates to the BusinessChat Platform.
BusinessChat Platform is a collaborative environment where you can have as many users as you need to support your customers.
Why do I need to add more users?
One of the main features of the WhatsApp Business Platform is adding multiple users under the same WhatsApp number. You can add more users to the following:
Support customers by adding members to the support team.
Drive sales conversations by adding sales team members.
Marketing team members to analyze the CRM and launch Marketing campaigns.
Admin users to help you manage the account.
How many users can I add?
You can add as many users as you need. The only limitation is your subscription plan. All BusinessChat plans include a minimum of three users per account.
If you need more users, please feel free to contact your account manager.
How to add a user?
Navigate to Account Settings and select Users.
Click Add User
Enter the Name, Email, Phone Number, and Role (user / admin).
Select the Teams the user will belong to.
Toggle Marketing and / or Billing permissions as needed.
Click Send Invitation.
Once you add the user, he will receive an email to confirm his account. Upon confirmation, the user can edit his name, profile picture, and interface language.
⚡ Attention
User roles
Please ensure you understand the role you assign to users to ensure you don't give them more privileges than you need. Read more about users' roles in this article.
What is a campaign role?
This role allows users to access the campaigns and automation page to manage and edit the business marketing campaigns.
What is a billing role?
Read this article to learn more about the billing roll option.
💡 Tip
When you invite an admin, the mobile number field is optional. They can use their email to access the account. But when the admin logs in for the first time on the BusinessChat platform, we'll ask them to add their WhatsApp number.