Before inviting clients, one or more contact groups have to be created. Each group must contain at least one active staff user.
Client Contact Groups define the list of contacts in the Qwil Messenger app your clients can directly chat with.
These contact groups are fundamental in protecting client confidentiality and privacy as they determine who they can be seen by in your organisation on Qwil.
Client contact groups typically share a one to one mapping with your client relationships or accounts. They are client-centric in nature and are designed to segregate each of your relationship or account user’s visibility from one another, and to give direct access to the staff or teams they can interact with at your organisation.
As a system or user administrator, navigate to the Contact Groups option on the Organisation Settings side menu.
Select Create and populate and save the details for your group. You only need to add a group name (e.g. Client relationship name), as the identifier and description values are optional. Use the Add Members button once the group has been created to add the staff users who will be accessible to the client relationship members.
Groups can also be created in bulk by uploading a CSV file.