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 New User. The new user will then get an email with a link to set up their password and login.
Click into Users on the left hand navigation pane.
Click Create User in the top right.
Fill in the required information
Double check that you are creating your new user under the correct Organizational Unit.
The role profile will determine which pages users have access to. If none are suitable you can create a new role profile.
Click Create User. A email will be sent to the email address containing a link to setup the password.
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 ...
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 ...
Logging into Webio for the first time
Once your user account has been created you will receive an email with a link to set your password. If the email hasn't been received, check in your junk folder. Clicking on the link will let you create your own password and ensure it meets the ...
Editing a campaign - adding a new column to your data import
Quick trick: In campaigns click list view then edit your required campaign. Drag in your file containing the new column. Complete the campaign setup process. To add a new column to your campaign, first edit the sample file to include the required ...
Adding a payment step to your bot
Once we activate the Spreedly integration on your Organisation and you configure you payment gateway(s), you can add payment steps to your bots. Your bots will then be able to process payments securely, compliantly and easily. If you have already ...