Adding Team Members to DialogPay
Step 1: Log in to your DialogPay account.
Log in to your DialogPay account using your credentials. This will open up to your main dashboard with all configurations and team settings.
Important: You must always use your own login credentials. And never share them with others on your team because everyone should have their own secure account.
Step 2: Open The Menu On Your Dashboard
Once logged in, on the dashboard, check the top left side corner for the three horizontal lines (hamburger icon). Click it to open the main menu and show us all of the options.
Step 3: Select Team members under Team and Roles
From the menu, scroll down to Teams and Roles and click Team Members. Here’s where you will control your entire crew.
Tip: If you’re planning on integrating tools like an AI chatbot for a website or a WhatsApp customer service bot, organizing your members here will make future automation and role assignments much smoother.
Step 4: Click the Add New Team Member Plus Sign
On the Team Members tab, click the plus (+) icon: This will bring up a new form in which you will enter information about your new team member.
Step 5: Add Team Member’s Information
In the form, assign a new team member a unique username and password, and add their information like, full name of the member, department, branch, address, and contact information, etc.
Note: Assign simple yet professional usernames, and strong passwords – be careful not to share with others, ensure each team member changes their password on first login
Step 6: Save & Add the Team Member
When all the information is entered, click Save.
The new agent or employee will now show up in your system and can be assigned to departments or activities.
Bonus: Remove a Team Member (if you need to)
Need to delete someone in the system? Here’s how:
Go to the Agents screen. And click on the member you want to remove from the system. In the next screen, click on the delete button in the top right corner of the screen.
Confirm by clicking proceed.
Caution: This action cannot be undone. Once deleted, the account and access of the member are lost. Don’t delete responsibilities without first moving them.
Frequently Asked Questions:Adding New Team Members
Can I edit team member information later in DialogPay?
Answer: Yes, usernames, departments, or contact details can be updated at any time by going back to their profile.Do you need technical skills to add team members to DialogPay?
Answer: Not at all. The process is beginner-friendly — if you’ve ever set up something like a website, live chat AI, or an AI chat plugin for WordPress, you’ll find this even easier.How to connect and add team members to communication tools in DialogPay?
Answer: Organizing members ensures smooth integration with tools like AI customer support chatbots, WhatsApp Business API, or even live chat with AI integration, so messages get routed to the right people or teams.Can I block access for specific team members in DialogPay?
Answer: Yes! DialogPay allows you to set up roles and permissions, ensuring that each member of your team only has access to what they need. This is particularly helpful when you use WhatsApp automation tools such as auto-reply bots or bulk WhatsApp messaging.Does DialogPay support multilingual teams?
Answer: Absolutely. You can pair your departments and team members with multilingual tools like an Arabic WhatsApp bot or Urdu AI assistant for WhatsApp so both your team and customers feel supported.
