Wabot Docs

Category: Tools

Upload a file, check the queue, make a chat link, then settings.

  • Update your profile

    In this tutorial, you will update your name and timezone in Settings.

    Time needed: 8 minutes

    Before you start

    Make sure:

    • You are logged in to Wabot.

    Settings is under SUPPORT. This is your user profile, not Team Settings.

    1. Open Settings

    On the left menu, under SUPPORT, click Settings.

    2. Update Profile

    Open Profile.

    Update your name or username. Upload an avatar if you want.

    Save.

    Your email may not be editable here.

    3. Set Preferences

    Open Preferences.

    Choose language and timezone.

    Save.

    Use the timezone you work in before you schedule a Broadcast.

    Make sure it worked

    This tutorial worked when:

    • Profile saved without an error.
    • Preferences shows the timezone you picked.

    If it didn’t work

    You wanted to change your password

    Open Security. Enter the current password and a new password, then save.

    You wanted to invite a teammate

    Use Invite a teammate. That is Team Settings, not this page.

    Owner tabs are missing

    Notifications, Purchase History, and Activity Log show only for the team owner.

    Next

    Your profile is saved. Next, invite a teammate.

    Invite a teammate →

  • Invite a teammate

    In this tutorial, you will invite one teammate from Team Settings.

    Time needed: 8 minutes

    Before you start

    Make sure:

    • You are logged in to Wabot.
    • You can manage members. If Members is missing, ask the owner.

    Open Team Settings from the user menu (your avatar), not SUPPORT → Settings.

    1. Open Team Settings

    Click your avatar.

    Click Team Settings.

    2. Open Members

    Open Members.

    Click Invite, or Invite Your First Member if the list is empty.

    The dialog title is Invite teammate.

    3. Send the invite

    In Email Address, enter their work email.

    In Role, pick the smallest role they need.

    Send the invite.

    Make sure it worked

    This tutorial worked when:

    • The member list shows the email as invited, or they already joined.
    • They receive the invitation email.

    If it didn’t work

    Members is missing

    You cannot manage members. Ask the owner.

    You wanted to change what a role can do

    Open Roles. Change modules only after you keep one owner who can recover access.

    You invited the wrong email

    Cancel the invite from member actions, then send a new one.

    Next

    The teammate is invited. Next, check dashboard alerts.

    Read a dashboard notification →