You can collaborate with multiple colleagues in Watermelon. This article explains how to add a new user.
Within Watermelon, your colleagues are also referred to as (human) agents or users. To add a new agent, you only need three details:
- First name
- Last name
- Email address
The email address will be used as the username for your colleague. Once the agent is created, a temporary password is automatically generated and sent by email. We recommend advising your colleague to change this password immediately.
Note: Before adding an extra agent, check your license to see if it allows for additional team members. If the number of agents exceeds your current package, there may be additional costs. For more information about package prices, click here.
How to add users
- Log in to Watermelon.
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Go to Settings (via the gear icon in the top right corner).
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Click on Users (in the left-hand menu).
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Click Add new user (top right).
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Fill in the fields for first name, last name, and email address, and select a role:
An Administrator can adjust settings, edit and create AI agents, and take over conversations from other users.
A Support agent can help customers from Conversations and adjust his/her preferences settings.
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You may also complete additional fields, or let your colleague fill these out later.
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Click Create user (top right).
The added colleague will now receive an email at the provided address. With the temporary password, they can log in immediately!