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Add client team members (add to contact list)

  • Updated

Who can use this feature?

System & User administrators only

 

What to expect?

Once you have created a client team you can start adding members straight away. When a user is added to a client team they will appear in the users contacts. Client users that belong to the same client team will be NOT able to see and chat to each other. Client users can only see and start a chat with a staff member. 

Note: Client teams replaced Contact Books to simplify the process. Only one Client Team is now needed to add all clients to. No need for a separate contact book per client. 

 

You can add users to a client team in three ways:

  • From the invitation process
  • From the Client Teams page
  • From the user page

You can add both active and pending users to a client team.

Note: There must be at least one active staff user in a client team before you can add a client.

 

For details on the best strategy to add users and client team to your organisation see Guide to onboarding users.

 

To add client users to a contact book from the invitation process:

If a client user is not already on Qwil, you may add them to a contact book in the initial invitation process. To read about how to invite clients and add them to a contact book, see Invite Clients.

 

To add users to a group from the Client Teams page:

  1. From your desktop, click on the admin menu. 
  2. Click on Client Teams.
  3. Locate the group you wish to add members to.
  4. On the group page, you will see a box for client team members. Click on the add members button on the right-hand side.



  5. Search and select which users you want to add to the client team. You can add multiple users at a time.

 

To add a user to client team from a user page:

  1. From your desktop, click on the admin menu.
  2. Click on Staff or Clients.
  3. Locate the user you wish to add to a client team.
  4. On the user page, click on the Contact Teams tab.



  5. Click on the Add to Client Teams button.
  6. Search and select which client teams you want to add to the user to. You can add a user to multiple client teams at a time (for example staff covering clients).

 

Read more: Bulk Import Users 

You can upload your staff & clients in bulk using CSV. To read more about this see the following articles:

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