With TimelinesAI, you can invite team members to collaborate on WhatsApp chats by viewing, replying to, and organizing conversations in one place. This helps teams work efficiently, especially in remote settings.
Once added, team members can access shared conversations, coordinate responses, and manage inquiries. You can also assign roles to control their level of access and ensure better organization and security.
To easily invite a new team member, follow the link for a demonstration -demonstration
The table below provides an overview of the available roles in the 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 control over workspace settings. |
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 roles, each with specific permissions for managing workspace access and responsibilities. To understand the differences and choose the most suitable role for your team members, please refer to this article.
Invite Multiple team members:
You can invite multiple users by entering their email addresses in the Email Addresses field. This allows you to add several team members at once, making the onboarding process faster and ensuring everyone receives access without sending individual invitations.
To invite multiple users by entering their email addresses in the correct format. Correct format is: type the first email, followed by a comma and a space, then enter the next email (e.g., [email protected], [email protected]).
This ensures that all invitees receive their invitations properly.
After sending the invitation, the user will receive an email with the invite. By opening it and clicking the Register Now button, they can accept the invitation and join the workspace, gaining 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.
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. |