Understand Teammates

A Teammate is a user you invite to access the Whatfix Dashboard. They become active once they sign up.

Use the following steps to add a new Teammate:

3. Click Add Teammate.
   

4. Enter the email address of the teammate and select their role using the dropdown menu. To know more about each role, see Whatfix User Roles.
   

   Info:

   • Ensure the teammate’s email domain is whitelisted before sending an invite. To add other domains, contact support@whatfix.com.

   • Click the + icon to invite multiple users.

     

   • Add up to five teammates at a time. To add more users, repeat the process in batches.

5. Once you have added all the teammate’s you want to invite, click Add Teammate.
   

   Note:

   An email with a link to sign-up is sent to the new teammate’s email address. The link remains valid for 24 hours. If it expires, send a new invitation. If the teammate does not receive the email, see users do not receive invite to dashboard.

You can change an Active teammate’s role to any role of your choice. For more information on roles, see Whatfix User Roles.

Use the following steps to update a Role of a Teammate:

3. Go to the teammate whose role you want to change.
   

4. Under Role, click the dropdown.
   

5. Select the required role. For more information, see Whatfix User Roles.
   

6. Click Confirm to change the role.

   

   The teammate’s role is updated, and their permissions now reflect the assigned role.

Note:

A teammate's role cannot be changed in the Inactive state.

Marking a teammate as Inactive revokes their dashboard access without affecting their content. This is useful when a teammate no longer needs dashboard access, but you want to keep their content without transferring it or deleting it. You can mark the teammate as Active later to restore their dashboard access without requiring a new signup invite.

Use the following steps to mark an Active teammate as Inactive:

3. Go to the teammate whose account you want to mark inactive.
   

4. Click the More Options icon.

   

5. Click Mark as Inactive.
   

   Note:

   • When you click Mark as Inactive, the teammate no longer has access to the Whatfix Dashboard until an Account Manager marks them as Active again.

   • Marking a teammate as Inactive, does not affect the content they created.

6. Click Mark inactive.
   

   The teammate is marked as inactive.

When Active teammates leave your organization or change teams, you can delete their account. Any content they created can be reassigned to another Active teammate or deleted.

Use the following steps to delete an Active teammate:

3. Go to the Active teammate you want to delete.
   

4. Click the More Options icon.
   

5. Click Delete.
   

6. Choose one of the following options:

   • Assign all content and tags to any of the following teammate: Select a teammate from the Teammate name dropdown to transfer the content and tags.
     

   • Keep all content and tags with the teammate: The content and tags remain associated with the deleted teammate. Whatfix deletes the teammate’s content and widgets.
     

7. Click Delete teammate.
   

When Inactive teammates need access again, mark them as active to restore their dashboard access with the same profile.

Use the following steps to mark an Inactive Teammate as Active:

3. Click Inactive.
   

4. Go to the Inactive teammate you want to mark active.

   

5. Click the More Options icon.
   

6. Click Mark as Active.
   

7. In the dialog box, click Confirm.
   
   The teammate is marked as Active.

When Inactive teammates leave your organization or change teams, you can delete their account. Any content they created can be reassigned to an Active teammate or deleted.

Use the following steps to delete an Inactive Teammate:

3. Click Inactive.
   

4. Go to the Inactive teammate you want to delete.
   

5. Click the More Options icon.
   

6. Click Delete.

   

7. Choose one of the following options:

   • Assign all content and tags to any of the following teammate: Select a teammate from the Teammate name dropdown to transfer the content and tags.
     

   • Keep all content and tags with the teammate: The content and tags remain associated with the deleted teammate. Whatfix deletes the teammate’s content and widgets.
     

8. Click Delete teammate.