Setup Your Organization

Overview

From the left-hand side navigation panel click Settings then Organizations to access the Organizations screen. From here you can control the settings of the Organization you are logged in and all its sub-Orgs.

When you create a new or access an existing Organization, you can configure your hierarchy of Organizational units to control access to your conversations and manage your workload across your team.

Security and role profiles are configurable at the organization level, and inherit their defaults from the immediate parent unit, however the inherited settings can be modified to match your needs. 

As a user of a parent organization, you can see the activity of all the sub-organizations, but can't see other units at their level or those above them in the hierarchy. Configure your units to match your business or process requirements.

How To Create A New Organization

Before performing this operation, make sure you have the right administrator permission first. If not speak with your Administrator or get in touch with support@webio.com

To create a new Organizational unit, login to Webio, navigate to Settings then click Organizations.

The first Unit displayed at the top of your screen is the Organization you are logged in. When a new organisation is created, it inherits certain settings from its Parent organisation. The inherited settings are those from the Organisation screen:

1. Locale
   
2. Timezone
   
3. Login Attempts
   
4. Session Timeout
   
5. User Roles

Click  to create a new Organizational unit, and you will land on the Organization General Settings Screen. (Check Organization General Settings below)

When you are editing the setting of a new or existing Org, you can use the Organizations Structure panel on the right side of the screen to configure in detail the settings and hierarchy of your new Org.

How To Edit An Existing Organization

To edit the setting of an existing Organizational unit:

1. Navigate to Settings, then Organizations.
   
2. Select 'Edit' next to the Organization you want to modify and make the necessary changes.
   

At the bottom of 'General' screen, hit  to have your changes saved.

How To Delete An Organization

To delete an organizational unit please contact support@webio.com and provide the list of Organizational unit you want to have deleted.

Organization General Settings

From the Organization screen, after you click on 'Create New', you will land on the new organization General screen.

From here, you can configure the general settings of your new or existing organizational unit.

1. Choose an unique name for your new Organization.
   
2. Choose the Organization country language. 
   
3. Specify the parent Organization. (This will have complete control on the newly created one). If you are modifying the settings of your parent org you may not see this field.
   
4. Choose or the Organization time zone.
   
5. Choose Organization's Users login attempts: Configure how many times the an User can attempt to login with wrong credentials before having their account suspended.
   
6. Set up User's session timeout: Choose how long an User can stay idle before being logged out automatically from the Web App.

Once your configuration is ready Hit  

Organization General Settings Quick Overview

Check the video below to quickly learn about Organizations and tehir General Settings Screen.

User Roles

From the Organization General Setting screen, you can also configure Organization User Roles. The User's Role assignment will determine what Webio's screen, the User can access within the Organization they are logged in.

From here you can configure new or edit existing Organization User Roles, also please note that, when creating a new Org, default User Roles are inherited directly from the parent Org. 

Check the following article, if you want to learn more about User Roles. User Roles (webio.com)

Features

From the Organization General Setting screen, you can also configure Organization Channels and Features.

Please check the following article if you want to learn more. Channels & Features

Channels

From the General Setting screen, you can also configure Organization Sender IDs. Sender IDs are set within each bot from the IDs available to your Organization.

When creating new Organizations, you can configure Sender IDs from here. You can also edit existing ones. If you don't need to add any Sender ID simply skip this step.

To Add A New Sender ID to Your Org:

1. Click 'Add New' 
   
1. Select 'Existing'
   
2. Select the sender ID you wish to add for your organization. Speak to your administrator or contact support@webio.com  if you have no Sender IDs in the Channel Address field.
3. Fill in the description.
   
4. Click 'Submit;.

Check the following article to learn more about Organization Sender IDs. How To Setup The Organization Sender IDs (webio.com)

Organization Integrations

Webio enables you to integrate third parties services into your Organization to super charge your bots.  All integrations can be configured through the Organizations screen of your Webio account.

Please, skip the the documentation below if you do not require any integration for your Organization.

Configure A 3rd Party Service Integration 

From the Organization Integrations section you can  Add, Edit or Delete Third Party Services. 

To add a new service: Click 'Add', select the service you want to integrate, fill in the description then hit 'Create'.

Your new integration will be added to the Organization Integration List. From there you can Edit or Delete existing integrations.

Check the following article to learn more about Integrating A DialogFlow Agent (webio.com)

Check the following article to learn more about Typeform Integration

Configure A Payment Gateway 

From the Organizations integrations screen is also possible to configure new payment gateways and manage the existing ones. Once a new payment gateway is added, you can then configure a Payment Step (That uses any of the gateways you have configured in there) for your Bot to start accepting payments.

To add a new gateway, click on 'Add Gateway', select the one you wish to add. If the one you want isn't there let us know and we'll add it to the "to-add" list. Enter in the requested information from your payment PSP (Payment Service Provider), then Click 'Create'. You new gateway should have been now added to the Organization Gateway list. You can now configure a Payment Step for your Bot and start accepting payment.

Check this article to learn more about Webio and how to integrate a your PSP. Get in touch with support@webio.com if you want to learn more about new PSP integrations.

Configure An SFTP

Webio enables your organization to use SFTP (Secure File Transfer Protocol). Thanks to this added layer of security your Organization can use SSH encryption to transfer files between systems securely.

Check this article to learn more about SFTP configuration or get in touch with support@webio.com to learn more.

Generate A Public API

When using Webio published APIs you can automate instructions from your internal systems to your Webio Organization.

Check here how to generate API Key For Your Organization. Get in touch with support@webio.com or visit Webio2.0 | 2.0.1 | Webio | SwaggerHub to discover the possibility you can achieve using API connectivity.

Configure Webhooks

Using Webio's webhook you can configure your system endpoints within your Webio Organization to post or retrieve data.

Check here how to configure your Organization Webhook or get in touch with support@webio.com to learn more.

Organization Other Settings

Templates

Sorry this section is 'Work In Progress'. Please get in touch with support@webio.com if you require new WhatsApp templates, or visit this link to learn more about WhatsApp templates.

Blocklist

Webio Blocklist contains phone numbers or other channel identifiers that have replied Stop as well as those you have manually added to the blocklist from the organisation screen.  When a Stop response is received from a number, this number is automatically added to your blocklist as a permanent block against your Webio organisation.

Please check the following link if you want to learn more about Webio Blocklist. 

Smart Phrases

From this screen you can configure new smart phrases, search, edit and delete existing ones.

Smart phrases feature allows you to configure pre-made sentences that you can easily include in the conversations happening with the customer from Webio's conversations screen.

Please check the following link if you want to learn more about Smart Phrases. 

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