Who can use this feature?
System & User administrators only
Your organisation on Qwil Messenger is composed of two user types Staff and Clients with Contact Books that are used to connect users to each other. You, as an administrator, are the one creating the contact book so that your clients know who they can start a chat with.
Staff users are your internal users who provide services on behalf of your organisation. They automatically have access to each other and can search the directory but need to be in contact books to see their colleagues on their contact list. You can put everyone in All staff contact book. Staff can only see a client contact if they are in a contact book with them to ensure privacy at all times.
Do refer to our Guide to onboarding your users to Qwil Messenger for further details on how to replicate your coverage model in Qwil and understand the relationship between staff, contact books and clients.
What to expect?
- Once you've entered the details for the staff member (you only need the name, email, and mobile number), they will be receiving an email invite on a daily basis until accepted. Details on how to check the status and amend details here.
- Once an invitation is accepted, the new staff member will be visible by all staff members and those in the Contact books in which they have been added.
- If you prefer watching a video and learn everything there is to know in 25 minutes, click here.
Invite staff users:
- From your desktop, click on the admin menu.
- Click on Staff.
- Click on Invite a colleague.
- Enter their First Name, Last Name, and Job title.
- Enter their email address and phone number.
Note: When entering a phone number make sure you add the country code (i.e. +44) The flag icon will display the country to confirm you have entered the number correctly. Do not manually change the flag icon as this will save an incorrect number or add again the international code to your number.
- Click Send invitation.
If you wish to invite an admin user, first create a staff invitation, and then you can edit their role. See edit a user's role.
Note: You can review all your pending invitations by using the filter on your staff list, or by clicking on the yellow alert in your staff list.
What is next?
We have shown above how you can manually invite a staff user. For smaller firms or first-time users, it is often the simplest approach to loading your data.
However, you have full flexibility and can invite all users manually or if you have an existing database do it simply through the use of our Excel (CSV) template whether for a part (only staff for example) or for everyone. The import process for staff members is accessible here.
You are now ready to start inviting clients. Because of the way Qwil Messenger replicates your client relationships, you need to invite staff users to the platform before adding clients.