WhatsTool Business
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  • Get started with WhatsTool Business
  • 📌WHATSTOOL BUSINESS
    • Create an account in WhatsTool Business.
    • How to connect your number to WhatsApp API ?
    • WhatsTool Business Demo - Complete Walkthrough
    • Quick Short Videos
  • 📖Meta Guide
    • Q&A Best Practices
      • 1. How to verify facebook business account ?
      • 2. How to see quality score ?
      • 3. How to apply for green tick ?
      • 4. How often phone number status changes ?
      • 5. What are the types of error code for failed message ?
      • 6. How to request review to enable the business manager account ?
      • 7. Template guidelines
      • 8. How to Edit display name and delete the Whatsapp API Number ?
      • 8. How to disable 2FA in the Meta
    • Frequently asked questions
    • Q&A Best Practices
  • 🈁CHATS
    • WhatsTool Business Chats Guide
    • Shared Inbox
    • Reply Box
    • Q&A Best Practices
      • 1. How to initiate a new chat ?
      • 2. How to send a template ?
      • 3. How to send a catalog product ?
      • 4. How to send a quick reply ?
      • 5. How to request payment ?
      • 6. How to add private note ?
      • 7. How to assign label, team member & status in chat ?
      • 8. How to send multiple media in chat ?
      • 9. How to assign labels, custom field & status in bulk ?
      • 10. How to use click to chat ?
    • Efficiently using Chats
  • 📕CONTACTS & CRM
    • WhatsTool Business Contacts guide
    • Features
      • Labels
      • Custom Field
      • Status
      • Quick Reply
    • Q&A Best Practices
      • 1. How to import CSV to add Contacts ?
      • 2. How to add contacts manually ?
      • 3. How to start campaign by selecting contacts ?
      • 4. How to edit the contacts ?
    • Efficiently using Contacts & CRM
    • Frequently asked questions
  • 📣CAMPAIGN
    • WhatsTool Business Campaign guide
    • Broadcasting the message
    • Campaign Analytics
    • Q&A Best Practices
      • 1. How to create a campaign ?
      • 2. How to schedule a campaign ?
      • 3. How to send session message in bulk ?
      • 4. How to retarget the customer using analytics ?
    • Efficiently using the Campaign
    • Frequently asked questions
  • 🤖BOTS
    • WhatsTool Business Bot guide
    • Ask Questions
      • Ask Email
      • Ask Text
      • Ask Date
      • Ask Number
      • Ask Address
      • Ask URL
      • Ask Location
      • Ask Phone
    • Bot Actions
      • Assign Conversation
      • Update Contact Fields
      • Unassign Conversations
      • Update Conversation Fields
    • Set up Default Bot
    • Q&A Best Practices
      • 1. How to create my customise bot message ?
      • 2. How to get the feedback using the bot and retrieve the data in Google sheet ?
    • Efficiently using the Automation
    • Frequently asked questions
  • 🛒COMMERCE
    • WhatsTool Business Commerce guide
    • Connect the Catalog with Meta
    • Q&A Best Practices
      • 1. How to connect my catalogs in WhatsApp API ?
      • 2. How to create a catalogue ?
      • 3. How to add product items to catalogue ?
    • Frequently Asked Questions
    • Efficiently using the Ecommerce
  • 📄TEMPLATES
    • WhatsTool Business Templates guide
    • Q&A Best Practices
      • 1. How to create a template ?
    • Efficiently using Templates
    • Frequently asked questions
  • 🛠️SETTINGS
    • WhatsApp API Number
      • 1. How to update the whatsapp profile ?
    • Manage Team
      • 2. How to add team member in WhatsTool Business ?
      • 3. How to assign team member in assignment rule ?
    • Media Gallery
  • 💰Pricing
    • WhatsApp Conversation Credit (WCC)
    • WhatsTool Platform Pricing
    • Team Member - Add-Ons
  • 🖇️App Integration
    • Google Sheet
    • Zoho CRM
    • Pabbly Integration
    • Razorpay
    • Page
    • Shopify
    • Facebook Ads
  • 👨‍💻API DOCS
  • Miscellaneous
    • WhatsApp Business API - Unsupported Messages
    • Commonly asked questions in support
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  • Team Member
  • Procedures

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  1. SETTINGS
  2. Manage Team

2. How to add team member in WhatsTool Business ?

Team member allows you to manage user access and permissions within WhatsTool Business.

PreviousManage TeamNext3. How to assign team member in assignment rule ?

Last updated 1 year ago

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Kindly refer the below video for better understanding.

Team Member

As a Team member you can assign them in three different roles :

  1. Team Member

  2. Manager

  3. Custom

Team Member : In this section he can only access My chats, Contacts and creating templates, Quick Reply and uploading media, rest all things will be read only.

Manager : In this section he'll be having each and every access, only the WhatsApp API number access will be read only.

Custom : In this section the who is providing the access can decide which he wants to give and assign the team member.

Masking the customer contacts is also available in the Team member section.

Procedures

Steps:

  1. Kindly go to settings

  2. Click on add team member

  3. Fill the details Email ID and name of the team member

  4. Select the role for your team member

  5. Assign the Whatsapp API Number.

  6. Click on Add

🛠️