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 New User.  The new user will then get an email with a link to set up their password and login.

Step 1 

Click into Users on the left hand navigation pane.

Step 2

Click Create User in the top right.

Step 3 

Fill in the required information

 

For Webchat the name displayed when an agent sends a message is the name on the Name field of the account, "Fred" in the example below. 

This should be set to however users want the name displayed, typically for webchat a first name or nickname. 

For Insights purposes the Username can be used to identify the relevant user.

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.

Step 4 

Click Create User.  A email will be sent to the email address containing a link to setup the password.

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