In this article you will learn how to create teams, add users and assign roles.
Setting up a Team
Before adding individual users, you will need to set up at least one team first. Click on the Teams tab and select Create New Team. Enter the name of your team and click Create.
A Team (ID) will be generated.
Adding new users is easy!
- Go to Settings
- Click on Users
- Select Create New User
- Select which Team the user belongs to
- Enter the user email as login name
- First name and Last name are optional.
- Employee ID is optional.
- Enter a password (with at least 8 characters with at least 1 uppercase, at least 1 lowercase, at least 1 digit, at least 1 special symbol [ ! @ # $ % ^ & * ...]
- Active User: Yes/No/Time limited - to restrict agent access. Optional setting
Note: There are 3 mandatory fields marked with an asterix; Login name (user email) , password and confirm password. The rest of the fields are optional.
Once created, you can now edit the user role
To change the user role, select the user and click on the Edit icon.
Select a role from the dropdown list
As well as adding users individually, you can upload multiple users via a template provided within the system.
Download the template from the Users Tab (Download CSV Template)
Enter your user information according to the following format:
| Login name | First name | Last name | Password | Team ID | Employee ID |
|
This should be the users Email address. NB. you can not use the same email address more than once. |
Enter a password (with at least 8 characters with at least 1 uppercase, at least 1 lowercase, at least 1 digit, at least 1 special symbol [ ! @ # $ % ^ & * ...] |
This is the number assigned to a team automatically by the system. (See image below) |
*Fields marked in red are mandatory
Once your CSV template is ready with your user data, upload to the system by clicking on Upload Users