Every firm is different. We understand the importance of your brand, but also internal policies that you need to follow and and terms and conditions which all your users may need to consent to. That is why we allow you to customise these easily.
When an organisation is first setup, a generic brand and colour is setup, with default security settings and standard terms and conditions. You may want to change the brand and leave the other two unchanged or change all three. This may also be done over time as your needs change.
Who can change customise the settings? Only the highest level. System administrators in your organisation are the only staff members who can change these settings.
What to expect?
- Brand: Adding your brand will not only make your chat space look and feel more professional but will give your users more confidence to engage with you via a chat. The new logo and colours will apply to all users once you implement them.
- Security settings: We call them BYOD (Bring Your Own Device) settings as they refer to what staff can or cannot do on their mobile devices. As many firms now allow staff members to use their own personal devices, controlling what data is downloaded or uploaded on the device is key. Any changes to BYOD settings will apply to all staff.
Change your logo and colours
It is amazing how adding your logo and colours will immediately make it yours. The colours and logos you choose will affect a number of items, like your:
- Chat bubbles on mobile devices
- Buttons and links on mobile devices
- Headings in your web app
- Organisation emails sent from Qwil Messenger (such as invitation emails)
For help and advice to do so - head over here.
Update your Terms and Conditions
Every user that you invite to your organisation on Qwil Messenger must accept your terms of usage. If they don't accept, they don't come in. The key here is that you have an active consent for all users and know when they have accepted.
If your terms change you can update them easily, and your new terms will replace any previous terms you may have had and every existing user will have to accept your new terms in order to continue using Qwil with your organisation.
So what should be in the Terms and Conditions? Our template has been drafted to banking app standards but catering for our 2 user types, staff and clients. We have included details on the scope of the service, responsibilities of users, security guidelines and acceptable use. For the large majority of our customers, no change is needed. If you do want to update, we recommend amending the template and referring to your additional policies.
Click this link for further details on how to Update your Terms and Conditions
Adjust your security / BYOD settings
Protecting your data is critical which is why you may already be using remote access on desktops restricting the documents that can be taken out of the company network. The biggest challenge when staff use their personal devices is remaining in full control of your company data.
The setting below apply to all staff users within your organisation and prevent data (whether text, documents, pictures etc) to be imported and exported on a mobile device. Staff users can use these functions on desktop app or browser instead.
- Allow staff copy/paste
- Allow staff to import documents
- Allow staff to export documents
- Allow staff to call or email contacts
- Allow staff users to use the mobile app offline
These controls are turned on by default for Enterprise customers and can be changed according to your policies. Note that clients are not restricted as it is their data and their device.