Add an Account

Overview

In Gallabox, a Child Account refers to account you create for each of your customers under your Partner Account. It allows you to manage their WhatsApp Business API access, chatbot configurations, and subscriptions separately for each client all while staying in control from your Partner Dashboard.

This article will walk you through the steps to create and manage a Child Account for your customer, whether you have full access to their Facebook Business Manager or not.

Video Guide

Step-by-Step Guide

To add a customer account, follow the below steps:

1

From the left navigation in your Gallabox account, go the Accounts. Click on +Add New Account.

2

Enter the Account name (the name of your customer's business) and account website (your customer's business website). Accept the terms & conditions and click the Create Account button.

3

Now if you have the access to your customer's Facebook Business Manager and the phone number they want to link with the WhatsApp Business API, go ahead and Activate the free trial for them using the guide.

4

If you do not have access to your customer's Facebook Business Manager and the phone number, click on add Users. Invite the user by adding the name of your Customer, their email address, and the role for Gallabox.

Know more about Roles in Gallabox.

5

You can use Go to my Account button to go back to your account and start adding more of the businesses or accounts.

Last updated