Training Bites - Add a New Webio Organisation

Quick Trick: Click into Organisations, select Create New Organisation, fill in the details and click Create.  

Check this article if you want to perform this operation on our new Web App

Webio enables you to create a hierarchy of organisations to control access to your conversations.  Security and role profiles are configurable at the organisation level, and inherit their defaults from the immediate parent organisation.  As a user of a parent organisation you can see the activity of all child organisations, but organisations can't see other organisations at their level or those above them in the hierarchy.  Configure your organisations to match your business or process requirements.

• Related Articles

• Adding a new user

  To add a new user you need access to the User page. If you don't have access speak with your administrator. Quick Trick: Adding new users in Webio can be done in 3 steps; Click into users, Click Create New User, Fill in the details and click Create ...

• Inherited settings - child/sub organisations

  When a new organisation is created, it inherits certain settings from its Parent organisation. The inherited settings are those from the Organisation screen: Locale Timezone Login Attempts Session Timeout User Roles WhatsApp Templates From a parent ...

• Webio Webhooks

  Quick trick: click into organisations, scroll down to Webhooks, click create Webhook, enter the callback URL, select the events you want to subscribe to and click create. This documentation covers Webhooks creation process on on our Old UI. If you ...

• Adding payment gateways to your Organisation

  Background Webio provides flexibility by empowering users to add add payment gateways which will allow you to connect with over 120+ global PSP's. This will enable you to collect payments in any channel and send secure payment and processing links ...

• Editing and adding User Roles

  Quick Tricks: To edit the User Roles click into Organizations, click into the specific named organization, scroll down to User Roles and then either Edit an existing role or Add User Role.   User Roles determine which parts of the platform users can ...