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Team Members & Permissions

Easily collaborate with your team by inviting members to your WhautoMail workspace. Follow the steps below to invite and activate team members.

🔗 Invite a Team Member​

Step 1: Access Team Management​

  1. Log in to WhautoMail and go to the Settings section from the main menu
  2. Under the General section, select the Manage Team Members option to continue

Step 2: Add a New Team Member​

  1. Click the + Add Team Member button

Step 3: Enter Team Member Details​

Fill in the following details:

  • Name: Enter the team member's full name
  • Email Address: Enter their valid email address
  • Country Code: Select the country code
  • Mobile Number: Enter their mobile number
  • User Role & Permissions: Assign appropriate role and permissions
  • Select Workspaces: Choose which workspaces they can access (if applicable)

Step 4: Send Invitation​

  1. After entering all the details, click Save
  2. An invitation email will be sent to the entered email address with instructions to join your team on WhautoMail

✅ Activate a Team Member Account​

Once the invitation is sent, the team member needs to activate their account:

Step 1: Check Email​

  1. Check your email inbox for an invitation from WhautoMail
Didn't receive the email?

Go to the Team Members page and click Resend Invite next to the team member's name.

Step 2: Activate Account​

  1. Click the Activate button in the email
  2. You'll be directed to a page to set your account password

Step 3: Set Password​

  1. Enter your new password
  2. Confirm it by typing it again
  3. Click Submit to complete your activation

🚪 Log In to WhautoMail​

Once activated:

  1. You'll be redirected to the Login Page
  2. Enter your email address and new password
  3. Click Login to access your WhautoMail account

💬 Need Help?​

If you run into any issues during the invitation or activation process, don't hesitate to contact us at [email protected] - we're here to help you every step of the way!