Although new users can enroll by themselves to your platform by selecting and purchasing a package, you have the option to add them manually too. Furthermore, you can edit details like the package they are subscribed to, their expiration date, and their password. In this article, you will learn how.

Adding new users

Login to your platform in your admin account and go to the ‘Users’ option.

Then, click on ‘List Users’ and go to the plus sign located at the top right corner.

You will see the following screen with fields 1 through 8; these are mandatory. You must fill each one for the new user. If it’s an active user, make sure to select ‘Active’ under ‘Status’.

Then, scroll down to the bottom of the page where you can choose the type of plan the user will have, set the plan’s expiration date (the date in which they have to renew their package), and select the timezone (it’s crucial to define this accurately for the scheduling features to work). Finally, just click on ‘Save’, and the user will be created.

💡 PRO TIP: You can use this method to create testing accounts, and visualize how your customers will experience your platform in different plans.

The page will reload, and you will see the user in the list of active users you have.

Editing users

If you want to modify, reset the number of WhatsApp messages, or delete a user, you just need to look for the user and click on the blue menu located on the right.

💡 PRO TIP: You can edit the admin account to assign it a plan, allowing it to access the same tools offered to users. Click here for details.