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 security requirements.
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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 ...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 ...Webio Reporting
Webio provides you with a selection of exports and MI reports to allow you to audit and understand your conversations. Quick Trick - To access Reports, log in, click reports and then select the report you wish to run. Report names explained. Reports ...Logging in to Webio
Quick Tip: go to https://app.webio.com/, enter your username and password, click login To login to Webio, you must first have a Webio user account. If you do not have one, contact your Webio administrator. If your organisation doesn't use Webio ...