As a BotSailor Reseller, you're not just selling a powerful chatbot platform; you're building a business. To scale efficiently and maintain optimal client support, effectively managing your team is crucial. BotSailor's Reseller functionality offers robust tools to add team members, assign specific roles, and manage their permissions with precision. This ensures that each team member has access only to the features and client data relevant to their responsibilities, enhancing security, streamlining operations, and ultimately boosting your reseller business's success.
Team Member Management for BotSailor Resellers allows you to:
Create Custom Team Roles: Define distinct roles with tailored permissions, enabling you to control what each team member can view, create, update, and delete within the BotSailor platform. This could range from support specialists with access to live chat and subscriber data to developers with API integration permissions.
Add New Team Members: Easily onboard new employees or contractors to your BotSailor Reseller account, providing them with individual logins and assigning them to predefined roles.
Assign Specific Permissions: Grant granular access to various BotSailor modules, including:
API Developer features
Administration Settings
Bot AI Training
Live Chat (Advanced, Number Mask, Translator)
Broadcasts
Comment Automation
Social Posting
WhatsApp integrations (Catalog, Webhook Workflow, Click Ads, Flows, Carousel Templates, WordPress/Shopify Integration)
Webchat Bot
Integration (HTTP API, Google Sheet, Google Connect Account, Google Contacts)
Telegram Group Manager
Administration (Earnings, Add-on, Package & Role, User & Team)
Manage Existing Team Members: View, edit, or remove existing team members and update their assigned roles as your business needs evolve.
Enhanced Security: By limiting access to sensitive data and functionalities, you minimize the risk of unauthorized actions and data breaches.
Improved Efficiency: Team members can focus on their specific tasks without being overwhelmed by irrelevant features, leading to increased productivity.
Streamlined Workflows: Clearly defined roles and permissions create a more organized and efficient operational environment.
Scalability: As your reseller business grows, you can easily onboard new team members and assign them to roles, ensuring seamless expansion.
Better Accountability: With specific permissions, it's easier to track actions and ensure accountability within your team.
Client Data Protection: Safeguard your clients' information by controlling who can access and modify their bot settings and data.
Plan Your Roles: Before creating roles, map out the different functions within your reseller business and the level of access each function requires.
Start with Least Privilege: Always grant the minimum necessary permissions to a role. You can always add more if needed.
Regularly Review Permissions: Periodically review your team's roles and permissions to ensure they align with current responsibilities and security best practices.
Use Descriptive Role Names: Give your team roles clear and descriptive names (e.g., "Support Agent," "Campaign Manager," "Developer") to avoid confusion.
Educate Your Team: Ensure your team members understand their roles and responsibilities within the BotSailor platform.
Access User Management:
From your BotSailor dashboard, navigate to "Control Panel" -> "User Manager."
Create a New Team Role (if needed):
Go to "Control Panel" -> "User Permission."
Click on the "Create" button and select "New Team Role."
Enter a "TEAM ROLE NAME" (e.g., "Authority").
Toggle on/off permissions for various modules like "CONNECT ACCOUNT," "SUBSCRIBERS," "BOT AI REPLY," etc.
Select "Create," "Update," "Delete," or "Special" permissions for each module as required.
Click "Create" to save the new team role. You'll see it listed under "Package/Role."
Add a New Team Member:
Go back to "Control Panel" -> "User Manager."
Click on the "Create" button and select "New Team Member."
Fill in the "User Information" details: Full Name, Email, Mobile, Password, Confirm Password, and Address.
Under "TEAM ROLE*", select the appropriate team role you created or an existing one.
Occasionally, specify "ALLOWED TELEGRAM BOTS", "ALLOWED WHATSAPP BOTS", "ALLOWED META BOTS", and "ALLOWED WEBCHAT BOTS" if you want to restrict their access to specific bots.
Toggle "Allow Only Assigned Chat in Livechat" and "Status" as needed.
Click "Create." A "Successful" message will confirm the user has been saved. The new team member will appear in the User Manager list.
Manage Existing Team Members:
In the "User Manager" table, you can see a list of all your team members.
Use the "Actions" column to:
Edit their details and assigned role.
Delete a team member.
FAQs:
Q: Can I limit a team member's access to specific bots?
A: Yes, when adding or editing a team member, you can specify which Telegram, WhatsApp, Meta, and Webchat bots they are allowed to manage.
Q: How do I change a team member's role?
A: Go to "User Manager," find the team member, click the "Edit" action, and select a new "TEAM ROLE."
Q: What is the difference between "Create," "Update," "Delete," and "Special" permissions?
A: These define the level of interaction a role has with a specific module: * Create: Allows adding new items (e.g., new broadcasts). * Update: Allows modifying existing items. * Delete: Allows removing items. * Special: Grants additional, often advanced, permissions within that module.
Q: Can I disable access to entire platforms like WhatsApp or Facebook for a team role?
A: Yes, when creating or editing a team role, you can toggle off access to "Disable WhatsApp," "Disable Telegram," "Disable Facebook," and "Disable Instagram."
Q: What happens if I delete a team member?
A: Deleting a team member revokes their access to your BotSailor Reseller account.
Q: Is there an audit log to track team member activities?
A: While specific audit logs for individual actions are not explicitly shown, BotSailor generally maintains logs for important system activities. For detailed auditing needs, it's recommended to consult the official BotSailor documentation or support.