What is ManyChat, what are some perks of using it, and how to add a new team member to ManyChat account easily – these are just some of the frequently asked questions we will cover in this quick tutorial.
After the tutorial, we made sure to offer you even more useful content, so be sure to continue scrolling and check it out.
As you probably know, you can use a couple of platforms to generate a bot for your business, whether you are a marketing professional or an entrepreneur just starting your business.
This particular platform is greatly known for its easy-to-use AI interface, which allows you to effectively create a chatbot for different goals you wish to accomplish, supports many integrations, and is completely automated.
How to add a new team member?
1. Settings
If you would like to add a new team member to ManyChat, for example, a new admin, you should open the ManyChat Dashboard and go to Settings, as shown here:
2. Team Option
After you click on the Settings option, a new menu will open on the left. In the Main section, click on the “Team”.
3. Invite New Member
At the top of the page, you will see a button that says “+ Invite New member”. Click on that button.
4. Select Role
Invite new member pop-up should show.
There are four different roles you can choose from. The Owner of the account and Admin can only control which roles are assigned to each member.
See here what else as an Owner you are able to do.
- Admin – can manage payment and billing, create and share chatbot content, and install different templates.
- Editor – similar to admin role with some limitations for template creation, cloning, and disabling chatbots.
- Live Chat Agent – as the term suggest, it’s intended for live chatting with your chatbot contacts in offering the service in real-time.
- Viewer – role best used for tracking performance and statistics without the option of editing.
Accordingly, select the best suiting role you want to assign to a new team member.
If you want your new member to have the most abilities, you should assign them the Admin role.
5. Invitation Link
When you pick a role, click on the “Generate a Link” button that shows up inside a pop up window.
You will see a link here that you should copy and send to a new member. Click “Got it” at the end.
Why should you add a new team member to your ManyChat account?
Setting up one chatbot shouldn’t be that demanding once you master the ManyChat workflow. However, handling a couple of them in most cases requires team help.
Different roles enable you to put more focus on specific tasks and also serve as a prevention of unwanted mistakes. That way, each member has limited or in some cases unlimited settings options.
Need help with chatbots or ManyChat?
If you need help setting up a chatbot that perfectly aligns with the needs of your customers, you can reach out to us here.
We specialize in chatbot creation for different industries, by creating custom solutions for your specific requirements.
More of the resourceful content like this, you can find in our Quick Tutorials section.
Final remarks
Chatbots have revolutionized the modern customer experience and communication. If you consider creating one, you definitely should. It can be a great asset to your business and help you gain even more customers and turn prospects into leads. Plus they can get desired information 24/7 through your chatbot if set up correctly.
ManyChat is a fantastic software for building a chatbot and integrating it with different social media platforms. Instagram and Facebook being the most used ones.
Hence, make sure to use the most of it and fully explore the possibilities it offers, especially with member roles as it can be of great help to organize and delegate tasks to your team.
Until the next quick tutorial. Have a nice day.