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The Admin 2 minute guide

  • Updated

Who can use this feature?

System & User administrators only

If you are eager to start using Qwil Messenger with your staff and clients here is a quick guide to help you navigate the basics.

Note: If you'd like a more thorough understanding of how to use Qwil, be sure to check our admin setup guide and manage users and organisation settings.

 

All the sections in this guide include links to articles with more details. So without further ado, let's get started.

If you want to know everything to know about Qwil on one page and with a video, click here. 

 

The admin menu

To access the admin menu click on the settings button. 

You will see all the admin functionalities. For now, we are just interested in the top 3: Clients, Staff, and Client Teams.

 

 

Invite a staff user

  1. From your desktop, click on the admin menu.
  2. Click on Staff.
  3. Click on Invite a colleague.
  4. Enter their First Name, Last Name and Job title
  5. Enter their email address and phone number (if mandatory).
  6. Click Create.
  7. You can edit their role under their profile once the invitation has been sent. Edit their role:
    • System administrator - has full access to all the organisation settings.
    • Staff administrator - has access to user and client team management.
    • Staff - can only access chat functionalities.

Create Client Teams (optional)

A Default Client Team is created automatically for new organisations or if you migrate. Client Teams are used to populate the contact book of clients - i.e. which staff a client can start a chat with directly. Clients must belong to a client team where there is at least one active staff user. You can start using the Default Client Team or create new ones to reflect the coverage model (i.e if you have different teams covering different clients)

  1. From your desktop, click on the admin menu.
  2. Click on Client Teams.
  3. On the top right-hand side click on Create.
  4. Fill in the form. You only need to add a client team name (e.g. name of the team covering clients). The identifier and description values are optional.
  5. Your client team will be created. 
  6. Add a staff user to the client team by clicking on the add members button on the right-hand side. (this staff will become a contact of the client you will invite next).

 

Invite a client

  1. As an admin user, navigate to the administration menu and click on Clients.

  2. Click on the Invite a client button.

    mceclip3.png
  3. Fill in the form go include name, email and mobile number (optional subject to security settings)
  4. Select the Client Team (Default Client Team)
  5. Click Send Invitation.
  6. Your invitation will be sent. 

Once the client accepts their invitation, the staff users that are in the client team with them will be able to start chatting. Any staff that is in the client team with that client will receive a notification via the Butler that a new client has joined your organisation.

Start a conversation with a client

Once a client accepts their invitation you can start chatting straight away.

  1. Click on create chat icon 
  2. Search and select one or more participants
  3. Name the chat
  4. Click Create


create_a_chat__1_.gif

 

Some tips and notes

  • You can review all your pending invitations by using the filter on your client list.

    S76.2.png
  • When you invite a user they will receive a daily email invitation reminder for 30 days with a new link to accept it. Only the latest invitation link will be valid.

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