Invite a New Team Member to Join your Workspace
With TimelinesAI, you can invite team members to your workspace, which allows them to collaborate on managing WhatsApp chats by viewing, replying, and organizing conversations in one place. This feature is especially useful for teams working remotely or in different locations, ensuring seamless collaboration.
Once invited, team members can gain access to shared conversations, which makes it easier to coordinate responses, track customer inquiries, and improve workflow management. You can also assign roles to control their level of access, ensuring better organization and security within the workspace.
By inviting team members to your TimelinesAI Workspace, you enable them to collaborate on WhatsApp management. This ensures that messages are viewed, replied to, and organized efficiently, improving response time, teamwork, and customer support.
Once a team member is invited, they will receive an email with a link to join the workspace. After accepting, they can access chats, manage conversations, and work together. You can also assign roles to control their access and responsibilities within the workspace
In this demonstration, we will guide you to invite a team member to the TimelinesAI workspace.
The table below provides an overview of the different roles available in TimelinesAI Workspace. When inviting team members, you can assign roles to manage their access and responsibilities effectively.
TimelinesAI offers different types of roles, each with specific permissions to manage workspace access and responsibilities. To understand the differences and choose the right role for your team members, you can refer to this document: Understanding Roles & Permissions on TimelinesAI.
You can invite multiple users by entering their email addresses in the Email Addresses field, which allows you to add several team members at once. This makes it easier to onboard your team quickly and ensures that everyone gets access to the workspace without sending separate invitations.
You can invite multiple users by entering their email addresses in the correct format. Here is the correct format: type the first email, followed by a comma and a space, then enter the next email (e.g., example1@gmail.com, example2@gmail.com). This ensures that all invitees receive their invitations properly.
After you send the invitation, the user will receive an email with the invitation. By opening the email and clicking on the Register Now button, they can accept the invitation and join the workspace. This ensures they gain access to collaborate and manage conversations.
The Status column shows the current state of the invitation sent to the team member. Knowing this status will help you track whether a team member has joined your workspace. If the invitation is still pending, you can re-invite them or check if they received the email.
In this table, we will explain the different statuses whether the invitation is sent, has expired, or the person has accepted the invitation and is active.
Once invited, team members can gain access to shared conversations, which makes it easier to coordinate responses, track customer inquiries, and improve workflow management. You can also assign roles to control their level of access, ensuring better organization and security within the workspace.
How to Invite a Team Member on TimelinesAI Workspace?
By inviting team members to your TimelinesAI Workspace, you enable them to collaborate on WhatsApp management. This ensures that messages are viewed, replied to, and organized efficiently, improving response time, teamwork, and customer support.
Once a team member is invited, they will receive an email with a link to join the workspace. After accepting, they can access chats, manage conversations, and work together. You can also assign roles to control their access and responsibilities within the workspace
In this demonstration, we will guide you to invite a team member to the TimelinesAI workspace.
The table below provides an overview of the different roles available in TimelinesAI Workspace. When inviting team members, you can assign roles to manage their access and responsibilities effectively.
| Roles | Description |
|---|---|
| Admin | Has full access to manage workspace settings, team members, and all conversations. |
| Teammate | Can access and manage assigned conversations but has limited workspace settings control. |
| Team Supervisor | Oversees team activities, monitors chats, and manages workflow but may have restricted settings access. |
| Agent | Handles conversations, replies to messages, and manages assigned tasks within the workspace. |
| Collaborator | Has limited access, typically for viewing conversations without management or administrative privileges. |
TimelinesAI offers different types of roles, each with specific permissions to manage workspace access and responsibilities. To understand the differences and choose the right role for your team members, you can refer to this document: Understanding Roles & Permissions on TimelinesAI.
You can invite multiple users by entering their email addresses in the Email Addresses field, which allows you to add several team members at once. This makes it easier to onboard your team quickly and ensures that everyone gets access to the workspace without sending separate invitations.
You can invite multiple users by entering their email addresses in the correct format. Here is the correct format: type the first email, followed by a comma and a space, then enter the next email (e.g., example1@gmail.com, example2@gmail.com). This ensures that all invitees receive their invitations properly.
After you send the invitation, the user will receive an email with the invitation. By opening the email and clicking on the Register Now button, they can accept the invitation and join the workspace. This ensures they gain access to collaborate and manage conversations.
Status of the Invitation
The Status column shows the current state of the invitation sent to the team member. Knowing this status will help you track whether a team member has joined your workspace. If the invitation is still pending, you can re-invite them or check if they received the email.
In this table, we will explain the different statuses whether the invitation is sent, has expired, or the person has accepted the invitation and is active.
| Status | Explanation |
|---|---|
| Invitation Sent | An invitation email has been sent to the email address you provided. Please check your inbox and confirm your invitation. |
| Invitation Expired | The invitation email was sent to the email address you provided, but the confirmation wasn’t completed in time, so the invitation has expired. |
| Active | The invitee has successfully accepted the invitation by following the steps in the email and is now an active member of your workspace. |
Updated on: 18/02/2025
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