Invite your team to WhatsMarketing and assign roles
Invite each person by email, pick their role and, if you want, their team. They get a link that expires in 7 days,
create a password and go straight into the panel with that role's permissions.
Who it's for: the organization's administrator. Other roles can't invite. Screen:
https://micuenta.whatsmarketing.es/usuarios/nuevo
Before you start
- Administrator role.
- Free seats in your plan: Starter includes 2 human agents and Pyme 10; in Enterprise the number is set by contract.
Pending invitations also count as an occupied seat.
- Each person's work email. If someone already has a WhatsMarketing account with that email, they can't be invited
with the same one.
- The roles you can assign today are three:
- Administrator («Administrador»): everything, including settings, billing, users and all modules.
- Supervisor («Supervisor»): sees and manages day-to-day operations (conversations, contacts, campaigns, AI
agents, reports and teams); no billing or users.
- Agent («Agente»): handles conversations and contacts for their team; creates campaigns if allowed; no global
reports or account. The Distributor («Distribuidor») and SubClient («SubCliente») roles appear in the list but
cannot be chosen: the Partners program replaced them.
Steps
1. Go to Account → Users. At the top you see the figures for active users, pending invitations and free seats in your
plan.
2. Click "Invite user" («Invitar usuario») (or go to https://micuenta.whatsmarketing.es/usuarios/nuevo). The "Invite a
user" («Invitar a un usuario») card tells you how many free seats you have left.
3. Type the "Email" («Correo») and, if you want, the "Name" («Nombre»).
4. Choose the "Team" («Equipo») ("No team" («Sin equipo») if you don't have one yet) and the "Email language" («Idioma
del correo») (Español, English or Português).
5. Select the "Role" («Rol»): Administrator, Supervisor, Agent, Collaborator («Colaborador») or Developer
(«Desarrollador»). Developers use their own seat quota. On the right, the "What each role can do" («Qué puede hacer
cada rol») table shows you the differences.
6. Add a "Message (optional)" («Mensaje (opcional)») of up to 500 characters and click "Send invitation" («Enviar
invitación»).
7. If you want to organize teams (for example "Customer Service" («Atención») or "Sales" («Ventas»)), go to the "Teams"
(«Equipos») tab, click "Create team" («Crear equipo»), type the "Team name" («Nombre del equipo») and use "Add
member…" («Añadir miembro…») to bring in users or pending invitations.
What you see when you're done
- The notice "Invitation sent to {email}. If they don't see it, ask them to check their spam folder; you can resend it
from here." («Invitación enviada a {correo}. Si no la ve, que revise la carpeta de spam; puedes reenviarla desde
aquí.») in the "Invitations" («Invitaciones») tab.
- Under "Invitations", a row with the status "Pending" («Pendiente») (or "Expires soon" («Caduca pronto») when less
than 48 hours remain), the "Expires" («Caduca») column and the "Resend" («Reenviar») and "Cancel" («Anular»)
actions. Expired or cancelled ones offer "Invite again" («Volver a invitar»).
- The invited person receives an email with the link, sees "Join {your organization}" («Únete a {tu organización}»)
with the role and the email they'll sign in with, types "Your name" («Tu nombre»), creates their password (10
characters or more, uppercase, lowercase and a number) and clicks "Create my account and sign in" («Crear mi cuenta
y entrar»). When done they see "You're in" («Ya estás dentro») and the "Go to the panel" («Ir al panel») button.
- From that moment they appear in the Users table with the status "Active" («Activo»). From the "···" menu on their
row you can change their role, "Deactivate" («Desactivar») (they can no longer sign in and don't count towards the
plan) or "Reactivate" («Reactivar»).
- Teams are used to assign conversations, so the AI agent can hand over ("hand over to Customer Service" («derivar a
Atención»)) and to filter reports.
If something goes wrong
- "No free seats left in your plan. See plans or deactivate a user." («No quedan puestos libres en tu plan. Ver planes
o desactiva a un usuario.») or "You've reached your plan's limit: N active users and N pending invitations out of
M." («Has llegado al límite de tu plan: N usuarios activos y N invitaciones pendientes de M.»): deactivate someone
who no longer uses the panel, cancel pending invitations that won't be accepted, or upgrade your plan from Account →
Billing.
- "That email already has a pending invitation. You can resend it." («Ese correo ya tiene una invitación pendiente.
Puedes reenviarla.»): no need to invite again; under "Invitations" click "Resend".
- "An account with that email already exists." («Ya existe una cuenta con ese correo.»): that person is already a
WhatsMarketing user with that email. Ask them to sign in at https://micuenta.whatsmarketing.es/login or invite them
with a different email.
- The invitee doesn't receive the email: ask them to check spam; you can "Resend" from "Invitations". Each resend
generates a new link.
- The invitee sees "This invitation no longer works" («Esta invitación ya no sirve»): it expired (they last 7 days),
was already used or was cancelled. From "Invitations" click "Invite again".
- "The password needs 10 characters with uppercase, lowercase and a number." («La contraseña necesita 10 caracteres
con mayúscula, minúscula y número.») or "The two passwords don't match." («Las dos contraseñas no coinciden.»): fix
the password in the invitation form.
- "Your own role is changed by another administrator." («Tu propio rol lo cambia otro administrador.») and "You can't
deactivate your own account" («No puedes desactivar tu propia cuenta»): for security, those changes to your own user
are made by another administrator.
- "The team name needs at least 2 characters." («El nombre del equipo necesita al menos 2 caracteres.»): type a longer
name.
When to ask 24/7 Support for help
If you need more seats than your plan allows without changing plan, if an invitee with a correct email doesn't receive
the link after two resends, or if you're the only administrator and have lost access. 24/7 Support:
https://whatsappmarketing.zendesk.com/hc/es
