Invite, Activate or De-activate Members

Whether you need to invite new members, activate their accounts, or deactivate existing ones, this guide will walk you through the simple steps to streamline your team management process.

Invite Team Members

  1. Go to the Whautomate app, Select the Team Members menu option, and Click the + Add Team Member button to continue. 👇

  1. You will be prompted to enter the Name, Email Address, Country Code, Mobile Number, User Access Role & Permissions and Select Locations for the team members you wish to invite.

  1. After entering the Team Member details, click the "Save" button to send the invitations.

  2. Invitations will be sent to the specified email address, inviting the recipient to join your team on Whautomate.

Activate Team Member

  1. Once the Team Member invitation is sent, the Invited member will receive an email with instructions on how to accept the invitation and create their Whautomate accounts.

  2. Open your email inbox and locate the invitation email from Whautomate.

If you haven't received the invitation email, please visit the Team Members page and click on the "Resend Invite" button to have the invitation email sent to you again.

  1. Click the "Activate" button to begin the activation process. 👇

You will be directed to a page where you can set up your account password.

  1. Enter a new password in the "Password" field.

  2. Confirm your password by entering it again in the second field.

  1. After entering your password, click the "Submit" button to finish the activation process.

  1. Once your account is activated, you will be redirected to the login page.

  2. Enter your email address and the password you just activated.

  3. Click the "Login" button to access your Whautomate account successfully.

If you encounter any issues during the activation process or have any questions, feel free to reach out to the Whautomate support team for assistance. We're here to help you get started smoothly.

De-activate Team Member

Deactivating team members on Whautomate may be necessary for various reasons, such as when a team member leaves the organization or no longer requires access to the platform. This guide will walk you through the steps to deactivate team members, ensuring smooth team roster management.

  1. Go to the Whautomate app and select the Team Members menu option, In the Team Members section, locate the list of active team members.

  1. Identify the team member you wish to deactivate from the list.

  2. Find the Deactivate toggle option in the status section. Click the deactivation option to initiate the process.

Eg. I have selected the deactivate option for the Megan Graham staff 👇

  1. Once the deactivation is confirmed, the selected team member's status will be updated to reflect their deactivated status.

  2. The team member will no longer have access to their Whautomate account.

If you encounter any difficulties during the deactivation process or have any questions, feel free to reach out to our Whautomate support team for assistance. We're here to help you every step of the way. Thank You!

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