Add Team Members
This streamlines the process of managing Channels connections to the different chat platforms. Enabling you and your team to respond to users/customers in a timely manner and improve user-client relationships for the Business.
To access Team settings, go to Settings → then select the Team tab.
On the Team tab, click Create Team Member.
This will open the create user modal with the following fields,
- Full Name
- Confirm Password
Simply add the information, and once you've added all click Save.
As soon as you save the Team member it will appear in page like the above list.
At Rampwin, you get the option to activate/deactivate a Team member's account whenever needed. Whether for permanent/temporary reasons.
To activate your Team Member's account at Rampwin, toggle the status to the Right side (ON).
And to deactivate, toggle it to the Left side (OFF)
To quickly find out a team member's account, you can use the Search option.
Simply enter the name of the member in the Search bar. And if only naming isn't working, then you narrow down the search using the Role option.
If, for some reason, you're required to access your team member's Rampwin account, you can do that easily.
Simply head over to the Team member's account details, then click the Login button
To download details of your Team member's account, click the Download button.
Open Settings → Team → and click on the Edit
Then make appropriate changes to the Department, Roles and Status. Once edited, click Update to save changes.
Open Settings → Team → and click on the Trash icon
Then click the Confirm button to finalise deleting a team member.
You've added your teammates, now you should know how you can respond to user messages. Let's explore that in the Chat module.