Add Team Members
Last updated
Last updated
Team setting allows you to create user accounts for your employers at Rampwin. You can provide them with complete control or limited based on their position. Using their account, your team members can perform different tasks on assigned channels based on their Department and User Role & Permission.
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 click Create Team Member.
On the Team tab, click Create Team Member.
This will open the create user modal with the following fields,
Full Name
Password
Confirm Password
Departments
Roles
Max Chat Assignment
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 toggle the switch or select the desired status from the Active and Inactive dropdown menu:
If using a switch, simply click on it to change the status from active to inactive or vice versa.
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.
To download details of your Team member's account, click the Export button.
To edit team settings, follow these steps:
Go to "Settings" on the navigation menu.
Select "Team" from the options.
Locate the specific team member you want to edit.
Click on the action button.
Choose "Edit" from the dropdown menu.
Update the necessary information or settings.
Update Your Changes.
To delete a Team Member, follow these steps:
Go to "Settings" in the navigation menu.
Select "Team" from the options.
Locate the specific team member you want to delete.
Click on the action button next to their name.
Confirm the deletion if prompted.
Please note that deleting a team member will permanently remove them from your team. Make sure to proceed carefully. If you have any further questions, feel free to ask!
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.
Simply head over to the Team member's account details, then click the Login button.
Choose "Delete" from the dropdown menu.
