| Ways to add a new user to Wobot.ai platform

1️⃣ During Onboarding
2️⃣ After Account Setup

Sending an invite During Onboarding

During Onboarding, only an email address is required, and users are assigned the default Supervisor role. (Can be done by Owner)



✍ Note: An email with information about signing in to the application is sent to the invited user's email address.

Adding a new user After Account Setup

You need to be an Owner or Admin to perform the following task. To see more information about available roles, see User Roles and Permissions
Navigate to the left sidebar and click ⚙️ Settings to open the Users listing page.



Now click + Add User present at the top right of the page to open the invite user pop-up.

In the pop-up, enter the new User Name, Email address, assign the role from the drop-down, associate the Location(s), and click Invite User to send an invitation.

To know more about each role, see User Roles and Permissions. An email with information about signing in to the application is sent to the new user's email address.
You can invite multiple users by following the same process. There are no limitations to the number of users you can add to your account.

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Updated on: 13/03/2022