How to Add Roles in DialogPay
A simple, time-saving process that gives your team a clear framework and with WhatsApp Business API or a WordPress AI chat plugin, unifies communication, payments, and responsibilities.
Step 1: Log in to Your DialogPay Account
Open your DialogPay account using your login credentials. From the main control panel, you can do all the configuration and administration. Once you’ve logged in, you will be ready to begin setting up your team roles.
Step 2: Open the Menu
Click the three horizontal lines (hamburger icon) located in the upper-left-hand corner of the screen. This will bring up the main menu, which allows you to see all of the options available.
Step 3: Click Roles Under Teams and Roles
Scroll down to where it says Teams and Roles. Click on Roles, and you will be directed to the page where you can create, edit, or delete roles for your team.
Step 4: Add a New Role
Click the plus sign (+) button to create a new role. The form will open where you can type in the information you need to create the form
Step 5: Define the Role
Name and description – Name the role and give it a short description so it can be easily identified.
Note: The name of the role must be between four and twenty characters and can include letters, numbers, periods, and underscores. It should begin and end with a letter or a number; it may not end with two periods or underscores in a row.
Step 6: Grant Relevant Permissions
Choose the permissions you want this role to have by clicking the corresponding check boxes.
Important: Delegate only the permissions that the role needs. This ensures that the right security is implemented and there is no unwarranted access to sensitive information.
Step 7: Create the Role
Once it appears correct, you can click on Create. Your new position will now be available to allocate team members to.
Bonus: How to Delete a Role
Need to clean up? Open up the roles list and select the role you want to remove, and click the small trash can icon present at the top right corner.
Confirm deleting the role by clicking “Proceed”.
Frequently Asked Questions: Adding Roles in DialogPay
Can a user role be modified later if responsibilities change?
Answer: Absolutely. Just go back to the Roles section, click on the role that you would like to change, and modify its permissions or info. Super simple!
What happens if a user is assigned too many permissions, risking excessive access?
Answer: No worries — you can always roll them back. Think of it like when you set up a live chat with AI integration on your site: you don’t want every widget to have admin power, right? The same logic applies here.
Do you need technical expertise to create roles in DialogPay?
Answer: Not at all. The process is made with the beginner in mind. If you’ve ever installed the best live chat software or tried a WhatsApp chatbot for customer service, you’ll find this even easier.
Can DialogPay roles integrate with WhatsApp Business API?
Answer: Yes! DialogPay supports integrations, so if you’re managing your team alongside customer interactions on WhatsApp Business API or even looking at solutions like DialogPay vs Interakt, you can keep your setup aligned and smooth.
