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.

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.

Step 1: Add a Member

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

2. Enter User Details:

   • Name: Enter the full 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.

3. Save User: Click on the save or add button to add the user to your account.

Step 2: Understanding Plan Limits and Additional Charges

1. Advanced and Standard Plan Limits: You can add up to 5 users.

2. Adding Additional Users: If you need to add more than 5 users, note that an additional charge of Rs. 700 per user per month will apply.

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.