Who can use this feature?
System & User administrators only
What to expect?
Once you have created a contact book you can start adding members straight away. When a user is added to a contact book they will be referred to as contact book members. Users that belong to the same contact book will be able to see and chat to each other.
You can add users to a group in three ways:
- From the invitation process
- From the contact book page
- From the user page
You can add both active and pending users to a contact book.
Note: There must be at least one active staff user in a contact book before you can add a client.
For details on the best strategy to add users and contact book 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 group page:
- From your desktop, click on the admin menu.
- Click on Contact books.
- Locate the group you wish to add members to.
- On the group page, you will see a box for contact book members. Click on the add members button on the right-hand side.
- Search and select which users you want to add to the contact book. You can add multiple users at a time.
To add a user to contact book from a user page:
- From your desktop, click on the admin menu.
- Click on Staff or Clients.
- Locate the user you wish to add to a contact book.
- On the user page, click on the Contact Books tab.
- Click on the Add to Contact Books button.
- Search and select which contact books you want to add to the user to. You can add a user to multiple contact books at a time.
Read more: Bulk Import Users
You can upload your staff & clients in bulk using CSV. To read more about this see the following articles: