User Roles and Permissions
Wobot AI supports unlimited users who can be assigned to 3 pre-defined roles. These roles have different permissions and responsibilities in the system. The first person in the organisation who signs up automatically becomes the Owner. The Owner can invite other users and define their roles from the section in the ⚙️ Settings line item on the left navigation panel. The section lists all the registered users in the accouFew readersAdding New Users to The Team
Navigate to the left sidebar and click ⚙️ Settings to open the 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.Few readersResetting Account Password
When Should You Change Your Password? After a Security Breach If you Suspect Unauthorized Access If you Discover Malware or Other Phishing Software Shared Access If you haven’t Logged in for a While How to change? To change your password, click the Profile Initials and select 👤 Account Settings label from the drop-down menu. On the profile info page, click the color 3766Few readersEditing your Own User Profile
To edit your profile Click the Profile Initials and select 👤 Account Settings label from the drop-down menu. (https://storage.crisp.chat/users/Few readersEditing Roles and Information of Existing Users
To update/change the role and information of a user Log in to your Wobot.ai account.Few readersDeleting a User
You may want to remove users when they no longer work for your organization. enables you to delete the user without impacting the workflow of the process. You can reassign the tasks to existing active users that were earlier assigned to past users of your organization.Few readersActivating or Deactivating a User
You may want to pause and later resume the activity of the users for some reason. enables you to make the user inactive without impacting the workflow of the process as you can reassign the tasks to existing active users of your organization.Few readers