Inviting Team Members

Chris Witthoft
5 steps
19 seconds

Clientwindow

Create Team Members

**Team: Create new Team Member** ClientWindow Team Members are internal users who communicate with (external) contacts over messaging apps, such as WhatsApp and WeChat, either through the ClientWindow app, or their main business systems, such as email and Microsoft Teams accounts. Those Team Members can then be added to the appropriate Client Spaces and the Group Chats therein.

Under Team Members, click "+ Create"

Fill in the Contact Details for the Team Member, and then add the appropriate User Roles for that individual: **User**: Allows the Team Member to manage their profile page and view only the specific Group Chat conversations they are participating in **Reception:** Allows the Team Member to manage conversations in the Reception area and to be notified of any new messages when notifications are turned on **Creator**: Allows the Team Member to create Client Spaces and Contacts for their own chat conversations with external Contacts, but do not have general Admin rights applied. **Admin**: Allows Team Members to manage the account's Settings and have visibility of all Client Spaces and Group Chats in the organization, with full create, edit, archive rights. **Owner**: Team Members with Owner rights have top-level rights within the platform, including subscription management and for receiving account related notifications.

Add Team Member to Client Spaces and Group Chats Select to add the Team Member to specific Group Chats or Add them to All Group Chats for all Client Spaces

If specific Group Chats, select the relevant Group Chats in the grid view. Then click "Save"

Inviting Team Members

Chris Witthoft
5 steps
19 seconds

Clientwindow

Create Team Members

Under Team Members, click "+ Create"

Add Team Member to Client Spaces and Group Chats Select to add the Team Member to specific Group Chats or Add them to All Group Chats for all Client Spaces

If specific Group Chats, select the relevant Group Chats in the grid view. Then click "Save"