How to Add Team Members in Dialogpay
Adding team members allows you to manage your workforce effectively and delegate responsibilities. Here’s how to do it:
Step 1: Access Team Members
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Login to Dialogpay: Start by logging in with your admin credentials.
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Navigate to the Dashboard: Once logged in, you will be directed to your dashboard.
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Select the Team Members Tab: On the left side menu, click on the Team Members tab to open the team management interface.
Step 2: Add a New Agent
Look for the Add Agent button, located at the top right corner of the Team Members page.
Fill Out the Agent Details:
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First Name: The first name of the user being added.
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Last Name: The last name of the user being added.
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Username: A unique username for the user account.
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WhatsApp Number: The WhatsApp contact number with country code.
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Email: The email address of the user for communication purposes.
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Address: The address of the user.
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Password: A password to secure the user account.
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Date of Birth: The user’s date of birth.
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Date of Joining: The date when the user joins, defaulted to the current date (e.g., 10/18/2024).
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Roles: The role assigned to the user within the organization.
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Branches: The branch where the user will be assigned.
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Departments: The department where the user will be assigned.
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Add New Branch: An option to add a new branch to the list.
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Add New Department: An option to add a new department to the list.
Step 3: Assign Role, Branch, and Department
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Role: Select an appropriate role from the dropdown menu. Ensure this role has been predefined in your system.
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Branch: Choose the branch where the agent will be assigned. This helps in organizing team members by location.
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Department: Select the department that the agent will belong to, allowing for better task allocation.
Ensure that the Role, Branch, and Department are created prior to adding the agent.
Step 4: Save Changes
Once all details are filled in, click the Save button to finalize the addition of the agent.
