You can work with multiple colleagues in the Watermelon platform. In this article, we will explain how to add a new colleague!
Within Watermelon, we refer to your colleagues as "agents" or "users". To add a new agent, you only need three pieces of information:
- First name
- Last name
- Email address
The email address will be used as the username for your colleague. Once an agent is created, a temporary password will be automatically generated for your colleague to log in. This password will be sent via email. It is advisable to instruct your colleague to change the password immediately.
Please note: Before adding an extra agent, check your license to see if it allows for additional agents. If the number of agents exceeds your current package, there may be additional costs. For more information about package prices, click here.
How do I add agents?
1. Log in to Watermelon.
2. Go to Settings.
3. Click on "Create/edit agents".
4. Click on "Create agent".
5. In the dropdown menu, specify whether the agent is an Administrator or Support Agent.
An Administrator can access all conversations, while a Support Agent can only see their own conversations.
6. Fill in the required information (first name, last name, email address).
7. Upload a profile picture by clicking "Upload a photo".
8. Click "Create agent".
The added agent will receive an email at the provided email address. They can log in immediately using the temporary password!
