Training Bites - Add a New Webio Organisation
Quick Trick: Click into Organisations, select Create New Organisation, fill in the details and click Create.
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.
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 ...
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 ...
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. Some bots require data from your system in real-time. This can be used to ...
Adding payment gateways to your Organisation
Webio now provides Spreedly integration, allowing you to use your bots to accept payments over 120 different payment gateways. The sensitive card data is tokenised and stored by Spreedly, never touching the Webio platform, allowing you peace of mind ...
Enabling your Webio SFTP
If you want to connect to Webio using SFTP then you can configure an SFTP connection for your Webio organisation. Before starting you will need the SSH key and your IP Address(es) you will be connecting from. Quick Tricks - Click into Organisations, ...