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.

• Related Articles

• 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. 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 ...

• 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 ...

• Unsuspend User

  Quick trick: Log in as an Admin, click on Users, click into the specific username, toggle suspend from orange to grey, click Update User Check this article if you are looking for this process on our new Web App. Users that have access to the User ...

• Adding a payment step to your bot

  Once you have added a payment gateway to your organisation you can add payment steps to your bots. Your bots will then be able to process payments securely, compliantly and easily. If you have not yet added a payment gateway to your organisation ...