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HomePricingLog inSleekFlow 2.0
  • Welcome to SleekFlow 1.0
  • 🏃Getting Started
    • Start Exploring
      • Basic of Inbox
      • Connect first channel
      • Add Channels
      • Invite Users
      • Set up automation
      • Create Saved Reply
      • Broadcast first message
    • Creating a SleekFlow Account
      • Resetting Password
        • Reset Password (mobile)
  • 🕺Using the Platform
    • Inbox
    • Automation
      • Trigger mechanism
      • Default Assignment Rule
      • Conditions
      • Actions
        • Webhook
        • Setting messages automatically to Open, Snooze or Closed
      • Scenarios
        • Incoming Messages
          • Interactive Messages
        • Newly Added Contacts
        • New or Updated Contacts
        • Schedule
        • Outgoing Messages
        • Facebook Rules
        • Instagram Rules
      • Templates
        • 1. Greetings and Assign New Contacts to Staff
        • 2. Auto-Reply for Existing Customers
        • 3. Auto-Reply During Off Business Hours
        • 4. Auto-Reply Based on Keywords
        • 5. Auto-Reply when Customers Reply a Campaign
        • 6. Reassign Returning Customers
        • 7. Segmenting customers from different enquiries
        • 8. Proactively Reach Out to Newly Added Contacts
        • 9. Proactively reach out to newly added contacts from Facebook Lead Ads
        • 10. Send Drip Campaign Messages when Customers Sign Up
        • 11. Notify Customers with New or Updated Status
        • 12. Update Contact Data & Add And Remove From List
        • 13. Schedule Periodic Promotional Messages
        • 14. Send Booking Reminders
        • 15. Send Internal Reminder
        • 16. Auto Close Conversations
        • 17. 於指定時間重新分配對話到其他使用者
        • 18. 新客戶與現有客戶設定不同的歡迎信息
      • Chatbot
        • 1. Send A Welcome Message
        • 2. Learn About your Customers’ Interest
        • 3. Get Your Customers' Company Size
        • 4. Thank Your Customer And Get in Touch
        • 5. Speak Directly To Staff
      • FAQs
    • Contacts
    • Broadcasts
      • Export CSV
      • FAQs - Broadcast
    • Analytics
    • Commerce
      • Payment Links
      • Custom Catalog
      • WhatsApp Catalog
        • Connect WhatsApp catalog
        • WhatsApp Catalog Settings
          • Scenario 1 - Same Currency
          • Scenario 2 - Mixed Currency
          • Scenario 3 - Without WhatsApp Catalog/ Payment integrated
        • WhatsApp Catalog Settings(Mobile)
          • Scenario 1 (Mobile) - Same Currency
          • Scenario 2 (Mobile) - Mixed Currency
        • Frequent Asked Questions
  • 💬Messaging Channels
    • WhatsApp (Official) - SleekFlow
      • Application process
        • Turn on 2FA on Facebook account
        • WhatsApp Business Account Tiers
        • Delete WhatsApp account
        • FAQs - During WhatsApp application
        • Migrate from other BSPs
          • How to identify On-Premise and Cloud API BSPs
          • Turn off WhatsApp Number Two-step verification
      • Facebook Business Verification
        • Check Business Verification Status
        • If your Facebook Business Verification icon is greyed out
        • What to do if your Facebook Business Verification has failed
      • Messaging Limits
      • Template Manager (Cloud API)
        • Call to Action button (Dynamic Url)
      • Blue Tick
      • Backup WhatsApp chats files
      • Upload backup chat file to SleekFlow
      • Update WhatsApp Profile
      • FAQs - WhatsApp (Official) - SleekFlow
      • How to setup Click to WhatsApp ads (CTWA)
      • New WhatsApp Pricing (2023)
    • WhatsApp (Official) - Twilio
      • Applying via SleekFlow
      • Apply via Twilio & Connecting to SleekFlow
        • Add WhatsApp Templates on Twilio
        • Update to Twilio Content API
      • Find your Facebook Business ID
      • Check Business Verification Status
      • Facebook Business Verification
        • If your Facebook Business Verification icon is greyed out
        • What to do if your Facebook Business Verification has failed
      • Submit Facebook App Review
      • WhatsApp Rate Limiting
      • FAQs - WhatsApp (Official) - Twilio
    • WhatsApp (Official) - 360dialog
      • Apply via 360dialog
        • Turn on 2FA on Facebook account
        • WhatsApp Business Account Tiers (360dialog)
        • Add an Additional Number
        • Purchase a Skype number
        • Delete WhatsApp account
        • FAQs - During WhatsApp (Official) application - 360 Dialog
      • Facebook Business Verification
        • Check Business Verification Status
        • If your Facebook Business Verification icon is greyed out
        • What to do if your Facebook Business Verification has failed
        • Submit Facebook App Review
      • Messaging Limits
      • Manage Templates
      • Backup WhatsApp chats files
      • Upload zip file to SleekFlow
      • Green Tick
      • FAQs - WhatsApp (Official) - 360dialog
    • Facebook Messenger
      • One-time Notification & Message Tags
      • Facebook Messenger Broadcast
    • Instagram
      • Convert to Business IG account
      • Connect Facebook page
      • Supported Message
      • Allow access to Messages
      • Frequently Asked Question
    • WeChat
    • Line
    • SMS
    • Viber
      • Viber Campaign
    • Telegram
      • Telegram Campaign
  • 🗣Live Chat Widget
    • Setting up Live Chat
    • Install on Shopline
    • Install on Wix
    • Install on Magento
    • Install on Squarespace
    • Install on Shopify
    • Install on Wordpress
    • Google Tag Manager
  • 🔗App Integrations
    • Zapier
    • Shopify
      • Enable Custom App
      • Create Custom App
      • FAQs - Shopify integration
    • Stripe
    • Facebook Lead Ads
    • Salesforce CRM
    • HubSpot CRM
    • API
    • Make
  • 📌Settings
    • General Info
    • SleekFlow Two-Factor Authentication
      • Enroll SleekFlow 2FA
    • Inbox Settings
      • Inbox
      • Labels
      • Saved Reply
    • User
    • Team
    • WhatsApp QR Code
    • Plans & Billings
    • Official WhatsApp Settings
      • Template Manager
      • Opt-In Button
      • Billing
  • 📩Messaging API for WhatsApp
    • Messaging API for WhatsApp
      • Manage API key
    • Set up webhook for receiving messages
    • Sending Message
    • Create Templates
      • Create Templates (Template API)
      • Create Templates (Facebook Business Manager)
    • Get Template Status
    • Media API
    • Conversation analytics
    • Billing and Payments
  • Contact Support
  • API Documentation
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On this page
  • Add Users
  • Edit Roles
  • Remove Users

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  1. 📌Settings

User

Learn how to manage your teammates' roles on SleekFlow.

PreviousSaved ReplyNextTeam

Last updated 1 year ago

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View all your team members and their basic information and roles under the tab by accessing the button.

Add Users

To invite a new user, click on the "Invite User" button on the top right-hand corner of the screen.

A prompt to invite users will appear. Choose the correct role, select the Expiration date and press the "Copy" button. Then you can paste the link for your teammate to register their accounts.

Agent Roles

Admin: Can access ALL contacts, conversations and modules. He/ she can also set log-in credentials or update other users' roles.

Every role shall see their mentioned note and have access to specific conversations within 48 hours.

Please note that you can only select Teams and the Team Admin role when subscribed to the Premium Plan.

You can also press "Or send invitation email" button to send an invitation email directly.

Once all fields are filled in, click the "Send" button. An invitation email will be sent.

The new team member will be added to the list of users with a "Pending" tag.

The "Pending" tag indicates that the team member has not yet accepted the invite and created an account on SleekFlow.

The invited team member should check both the email and junk or spam folders for the email invitation to join the team on SleekFlow.

To join the team, click on the blue "Join SleekFlow" button in the email.

Email: Your email address for notification

Username: For login usage. Only lowercase a-z and 0-9 characters without spacing are allowed. Email is not allowed to be used as username.

*Email & Username CANNOT be edited after the account creation

The new team member will be redirected to SleekFlow and create a SleekFlow account to be added to the team.

Fill in all the basic information and click on the blue "Join SleekFlow" button at the bottom.

Once that is done, the new team member will be added to your list of users.

Edit Roles

To edit a team member's role and basic information, hover over the team member's name and click on the "Edit" button.

Make changes such as editing the team member's profile picture, basic contact information, phone number, time zone, teams and user role.

Once the edits are completed, click the "Save" button to make changes.

Remove Users

To remove a user, hover over the team member's name and click on the white "Remove User" button.

Click on the "Remove User" button.

Click on the "Yes, remove" button to complete the removal of the team member from SleekFlow.

Click on the "Cancel" button to abort the removal of the team member and return to the team member's basic information screen.

Team Admin: Can only access all contacts and conversations (of all members) within the team, but not able to access information in other teams. and features are also hidden.

Staff: Can only access contacts and conversations assigned to him/ her, and other unassigned conversations. This role only has access to the and .

Channels
Automation
Inbox
Contacts
User
Settings
Learn how to invite teammates to SleekFlow
Invitation Email