Team Members

Managing Team Members in Pabbly Chatflow

You can add multiple team members to your Pabbly Chatflow account and share WhatsApp Numbers with them. Team members will be able to chat within your account and access only the shared WhatsApp Numbers. However, they will not have permission to delete campaigns, contacts, or templates. Additionally, they can access the Inbox but will not have access to any sub-account details.

How to Add a Team Member to Your Chatflow Account​

Step 1. Access Team Member Settings​

Navigate to the Settings section in the Pabbly Chatflow application and select the Team Member option.

Step 2. Initiate the Addition Process​

Click on the “Add Team Member” button to begin adding a new team member.

Step 3. Enter Required Details​

A dialog box will appear where you need to provide the following information:

1. Email Address – Enter the email address of the team member. Ensure it is linked to a valid Pabbly account.

2. Permissions – Select the appropriate access level:

• Full Account Access: Grants complete control over the account. The team member can perform create (add) and update actions, but cannot perform delete actions to maintain privacy and security. Additionally, the team member cannot add a WhatsApp number.​
• Read-Only Access: Provides viewing rights only, without editing capabilities.
  
  

  

Step 4. Confirm and Add​

Click on “Add” to finalize the process. The team member will now be added to your account with the designated access permissions.

Conclusion​

Adding team members to your Pabbly Chatflow account allows for efficient collaboration while maintaining control over access levels. By assigning appropriate permissions, you can ensure security and seamless communication within your team. Follow these steps to manage your team effectively and enhance your workflow.