Users & Role

Discover how to streamline user management in Ownchat: add, delete, and modify user details, ensuring efficient team collaboration and role assignment for enhanced productivity.

The Users & Role feature allows you to add team members to your Ownchat account and assign them a user role. Managing users and roles in Ownchat involves several key steps to optimize team collaboration and access control. You can add new members by entering their details and assigning roles such as Owner, Admin, or Team Mate, each with varying levels of access to features and settings. Understanding plan limits and potential charges for additional users ensures cost-effective management, while the ability to modify or delete user details allows for flexible team administration to meet evolving organizational needs.

Managing Users and Roles in Ownchat

This guide should help you to manage users and roles efficiently in your Ownchat account.

Access Users & Role

1. Click the Settings icon.

1. Click Users & Role.

The Users & Role section displays the information required to create users and assign their permissions.

Step 1: Add a Member

1. Click on "Add Member" This will open a form to enter new user details.

1. Enter User Details:

• First Name: Enter the first name of the user.

• Last name: Enter the last name of the user

• Email: Enter the user's email address.

• Role: Select the appropriate role for the user (Owner, Admin, or Team Mate).

• Owner: Full access to all features and settings.

• Admin: Full access to all features and settings.

• Team Mate: Access to chat screen only.

Step 2: Based on your Plan Limits and Additional Charges

1. Advanced and Standard Plan Limits: You can add up to users based on your plan.

Toggle the Status button to activate the user.

Click Create.

The new user account is created with the entered information and selected role.

User Login

After the user account is created, the password is sent to the user's registered email address.

The user can use:

• The registered email address

• The password received by email

to log in to Ownchat and create their workspace.

Step 3: Delete and Add New User

1. Delete User:

   • Locate the user you want to remove.

   • Click on the delete icon for that user's name.

2. Add New User: Follow the steps in "Add Member" to add the replacement user.

Step 4: Modify User Details

1. Click on User's Name: In the user management section, click on the name of the user whose details you want to modify.

2. Update Information:

   • Name: Change the name if needed.

   • Email: Update the email address.

   • Role: Modify the role if required.

   • Phone Number: Change the phone number if needed.

3. Save Changes: Click on the update button to save the modified details.

In conclusion, managing users and roles in Ownchat is vital for enhancing team efficiency and maintaining secure access control. By strategically adding, modifying, or deleting user details, businesses can optimize operational management and streamline collaboration effectively. This approach supports productivity and fosters cohesive teamwork across the organization.