Skip to main content

2. How to invite your team to WABB

How to import your team to WABB so you can collaborate more efficiently with your colleagues

Updated over 2 weeks ago

In this video, you will learn about how to invite your team members to your WABB account:

The ability to invite team members is a key feature for collaboration within your WABB account. By adding team members and assigning them specific permissions, you can work together more efficiently. Whether it’s managing live chats, overseeing broadcasts, or designing flows, this feature allows you to share responsibilities and ensure everyone can contribute to achieving the same goals.

Step 1: Register a New Team Member on WABB

Before you can add someone to your team, they need to create a WABB account. Here's how:

  1. Visit the WABB Sign-up Page
    Ask your team member to go to https://console.wabb.in/login.

  2. Enter Their Email
    Once they enter their email address, they’ll receive an OTP (One-Time Password) in their inbox.

  3. Verify OTP
    Enter the OTP to proceed.

  4. Fill in Details
    Your team member will be prompted to add:

    • Full Name

    • Phone Number (Make sure it’s the WhatsApp number they will use, notifications will be sent there).

    • Set Password

  5. Account Creation
    Once complete, a free-trial account will be created automatically.

  6. Switch to Your Company
    Now they can invite them to your company (see next section).

⚠️ Note: If you try to add someone who hasn’t registered yet, you will see this error:
​"User not registered in Wabb"

Step 2: Invite Them to Your Team

Once your team member has registered, follow these steps to add them to your company account:

  1. Log in to WABB

  2. Navigate to Settings
    Use the left-side menu and go to Settings.

  3. Select "Team Member"

  4. Click "Add Member"
    You will see a button in the top-right or center area.

  5. Enter the Team Member’s Email

  6. Assign Permissions
    Define what this user can do — such as:

    • Manage live chats

    • Design automation flows

    • Broadcast messages, etc.

  7. Edit Permissions Anytime
    Go back to the “Team Member” section to adjust permissions by checking/unchecking the relevant boxes.

4. Enter the email of the team member.

5. Define the permissions level for this member.

Step 3: Set and Manage Permissions

WABB allows you to control exactly what your team can see or do. Each column in the team list represents access to a feature:

  • Dashboard – access to analytics and performance summary

  • Contacts – view or edit saved customer data

  • Campaigns – create and manage messaging campaigns

  • Broadcasts – send mass messages

  • Automation – set automated responses or triggers

  • Flows – build message logic/flows

  • Settings – manage company configurations

  • Chats – this one has detailed sub-permissions, explained below ⬇️

Chat Access: Understanding the 6 Sub-Permissions

Click the arrow next to the Chats checkbox to reveal six specific permissions:

Sub-Permission

What It Does

When to Use It

1. Access to "assigned to me" chats

Allows the user to view/respond only to chats directly assigned to them.

Ideal for agents with personal queues or tickets.

2. Access to "assigned to others" chats

Lets them view chats handled by other team members.

Useful for managers or leads to monitor conversations.

3. Access to "unassigned" chats

Gives access to new or open chats not yet assigned to anyone.

Important for triage or support desk roles.

4. Can assign chats himself

Allows the user to assign chats to themselves.

Enables agents to pick up work independently.

5. Can assign chats to other users

Allows assigning chats to teammates.

Best for team leads or chat coordinators.

6. Mask phone numbers

Hides customers' phone numbers from the agent.

Useful when handling sensitive or privacy-focused workflows.

💡 You can toggle these individually depending on the user's role.

Step 4: How to Switch from Free Trial to Company Account

Once a team member has been added to your company account, they can switch out of their trial account like this:

  1. In the top-left corner, click the arrow next to the account name.

  2. A dropdown will appear showing all the companies they’re part of.

  3. Click on the company name to switch into the invited account.

🟣 After their 7-day trial ends, WABB will automatically open this company account when they log in, no manual switching needed.

To sum up, inviting team members to your WABB account helps you collaborate and work more efficiently. By setting the right permissions, everyone can contribute to your goals. Just make sure your team members are registered on WABB before adding them, and you're good to go!

Did this answer your question?