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 access. Although you will have some basic roles with your first Admin account, these can be customised to meet your requirements. If a user has access to that area they will be able to use all the functionality within it. User Roles are set within the Organizations area and are controlled at each Organization level.
Click into Organizations
Click into the specific Organization you are amending the User Roles in.
Scroll down the page until you see User Roles
Click either Edit Role or Add User Role. Add or update the User Role name as required then click Update Role.
Check the boxes that correspond to the areas you want the Users with this Role to have access to. Click Next, then click Done.
Any user within the Organization that has the edited User Role assigned will notice a change in their left pane. User Roles within Child or Parent organisations will not be affected.
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 ...
Adding A ChannelID To Your Webio Blocklist
Quick trick: Click into organisations, scroll down to Blocklist, click ADD BLOCKLIST, enter the channelid you wish to block (remember phone numbers need to be in the international format without the leading zero), select the channel type, select the ...
Editing a campaign - adding a new column to your data import
Quick trick: In campaigns click list view then edit your required campaign. Drag in your file containing the new column. Complete the campaign setup process. To add a new column to your campaign, first edit the sample file to include the required ...
Adding a payment step to your bot
Once we activate the Spreedly integration on your Organisation and you configure you payment gateway(s), you can add payment steps to your bots. Your bots will then be able to process payments securely, compliantly and easily. If you have already ...
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 ...