Add and Manage Team Members

Managing user access and responsibilities efficiently is crucial for any business operating on a team-based structure. BotSailor makes it easy to add and manage team members with customizable roles and permissions, helping you streamline operations, control access, and increase productivity within your organization.

What is the Team Management Feature in BotSailor?

The Team Management module in BotSailor allows account owners and admins to create specific roles (with fine-tuned permissions) and assign those roles to different team members. Whether you're managing support agents, campaign managers, or bot developers, this feature ensures each user has access only to the tools they need.

Why Use Team Roles in BotSailor?

✅ Enhanced Security: Control access to sensitive features by assigning specific permissions.

✅ Operational Efficiency: Delegate responsibilities without giving full access to the platform.

✅ Custom Workflow: Assign team members to manage only Telegram, WhatsApp, or Meta bots based on their roles.

✅ Live Chat Focus: Let agents handle only assigned chats to avoid overlap and confusion.

How to Add and Manage Team Members in BotSailor

Step 1: Create a Team Role

• Navigate to Management → Team Role from the left sidebar.
• Click on the “Create” button at the top.
  
  
  
  
  
  
  
  
• Enter a Team Role Name.
• Use the toggle switches to enable/disable access to platforms (e.g., WhatsApp, Facebook, Telegram, Instagram).
• Grant feature-level access (e.g., Connect Account, Broadcast, Webchat, AI Training) and define Create, Update, Delete, or Special permissions for each.
• Click Create to save the role.
  
  
  
  
  

💡 Tip: Define separate roles for marketing, support, and bot management for best results.

Step 2: Add a Team Member

1. Navigate to Management → Team from the left sidebar.
2. Click on the “Create” button.
   
   
   
   
   
   
   
   
3. Fill in the required fields:

• Full Name
• Email
• Mobile
• Password & Confirm Password
• Address

Choose a previously created Team Role from the dropdown.

1. Assign allowed bots by platform (Telegram, WhatsApp, Meta, Webchat).
2. Enable or disable:

• Allow Only Assigned Chat in Livechat
• Status (Active/Inactive)
  
• Click Create to add the team member.
  
  
  
  

Pro Tips for Team Management in BotSailor

• 🔐 Use Role Segmentation: Limit platform access (e.g., restrict some users from Meta or Telegram).

• 👥 Delegate with Precision: Assign roles that reflect job functions (e.g., Support Agent, Bot Developer).

• 🛡️ Disable Access When Needed: Toggle off user status without deleting to temporarily restrict access.

• 📊 Track Usage & Last Login: Monitor team member activity to ensure accountability.

• 🧩 Combine With Team Role Permissions: Fine-tune access to sensitive modules like API Developer or Earnings.

Conclusion

The Team Role and Member Management system in BotSailor is a powerful feature designed to bring structure and security to your team operations. By defining clear roles and access rights, you ensure smoother workflows, better data protection, and higher efficiency across your organization. Start organizing your team the smart way — only with BotSailor.

FAQs

What is the Team Management feature in BotSailor?
The Team Management feature allows account owners to create customized roles with specific permissions and assign them to team members. This helps control access, streamline responsibilities, and boost team efficiency.

How can I create a new team role?
Go to Management → Team Role in the left sidebar and click “Create.” Enter the role name, set access permissions by platform (e.g., WhatsApp, Telegram), and define detailed permissions like Create, Update, Delete, or Special actions. Click “Create” to save.

Can I assign different roles for different departments?
Yes. You can create separate roles for marketing, support, bot management, or any other team function. Each role can have custom permissions based on what that department needs.

How do I add a new team member?
Navigate to Management → Team, click “Create,” fill in their details (name, email, password, etc.), choose a team role, assign allowed bots by platform, and set status or chat restrictions. Then click “Create” to add them.

What permissions can I control for a team member?
You can control platform access (WhatsApp, Meta, Telegram, etc.), feature access (like Broadcast or AI Training), and even specific actions (Create, Update, Delete, Special).

Can I restrict team members to only see assigned chats?
Yes. While adding or editing a team member, enable the “Allow Only Assigned Chat in Livechat” option to restrict their live chat access.

How can I temporarily deactivate a user without deleting them?
Toggle the user’s Status to Inactive to disable access without removing the account permanently.

Is it possible to track team member activity?
Yes. You can monitor usage patterns and last login times to ensure accountability and track productivity.

Can I edit or delete team roles later?
Yes. Roles can be edited or deleted anytime from the Team Role section if you need to change permissions or restructure your team.

Why should I use role-based access instead of giving full access to everyone?
Role-based access improves security, avoids operational overlap, and ensures that each team member only uses tools relevant to their job, minimizing mistakes and confusion.