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:
From a parent organisation you may choose to share down:
You can also grant access to:
Other integrations/settings should be set up for each organisation as required.
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 ...
Self-Service Studio - Settings
Overview Self-Service Studio allows you to configure the settings of your customer portal. Configure ID&V Choose what information the customer has to provide when logging in to their personal area. Enable or disable Promise to Pay and Payment Plans ...
Queue Settings and Behaviour
You can set your queue settings, by clicking into Queues, then clicking into the queue you want to edit. Assignment Rules If you are a user of the Organisation that owns the queue you will see all conversations regardless of who they are assigned ...
Adding A Queue
Quick Tricks - click on queues, select CREATE QUEUE, enter a queue name, assign teams (organisations), select the assignment and log out behaviour and click CREATE QUEUE. Queues allow you to manage your team's workload. You can create as many queues ...
Queue Management - Setting Access and Assignment
Webio has updated the way that Queues can be configured, giving you, as a user greater control over who can access queues and which roles conversations will be assigned to. Quick Trick: Go into Queues, add in any organisations that you want to have ...