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Quick Start Guide (User admin)

  • Updated

Who can use this feature?

System & User administrators only

At Qwil, we know that no one has time to read long instruction manuals. Tools have to be intuitive for both staff and clients to use, with limited training required.

This is why we have summarised everything you need to know in this single pager.

As a user admin, you can invite staff and clients on the platform and will have an extra icon on the left menu called administration. System admins have full control of the organisation including Branding, T&Cs and security settings, and will have an extended administration menu. Understand roles and permissions

 

What to expect? 

  • Learn how to start a chat and send a document
  • Learn how to invite staff and clients to Qwil Messenger
  • Understand menus and where to access your account settings

 

Why would I use Qwil?

With Qwil you know everyone is who they are (as everyone is invited on the platform) and messages are received and read with no risk of interception. Qwil not only replaces email but becomes the main communication tool between staff, clients and partners. Read how we can make your life easier 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.
  6. Click Create and the staff will receive an email invite.
  7. To make a staff user User Admin, go to their profile and update their role. Edit a user's role

More info

 

Invite client users:

A client must belong to a client team (i.e the team of staff that cover those clients) where there is at least one active staff user, otherwise, you will not be able to complete the client invitation. When you invite a client, select the default client team or assign to one you created previously. You can edit client team's members. 

 

  1. As an admin user, navigate to the administration menu and click on Clients.
  2. Click on the Invite a client button.
    mceclip1.png
  3. Fill in the form with name, email and mobile number (can be also set to be optional).

  4. Select one or several Client Teams. 
  5. Click Send invitation.
  6. Your invitation will be sent. 
  7. Once the client accepts their invitation, the staff users that are in the Client team with them will be able to start chatting.

 

Send your first message to a contact

Starting a chat thread in Qwil is very similar to how you've been used to with email: create a new email (start a chat), add a subject (Chat title) and then add participants (add user). 

    1. Click on create chat icon. Screenshot_2022-03-29_at_13.04.22.png
    2. Search and select one or more participants.
    3. Name the chat.
    4. Click Create.
    5. Type a message and press send.

create_chat.gif

For more information on getting started with new chats click here.

 

Share a document with a client/colleague

Once a new chat thread has been started there are 2 ways to send attachments from the web app. Either from the paperclip icon next to the message and Select one or more files to send from your computer OR Drag and drop files from your computer directly to the chat window. Click Send. Learn more

 

Screenshot_2021-05-20_at_10.59.39.png

 

The chat menu (right)

The right menu when in a chat enables you to edit a title, add or remove participants, search, view documents/pictures and export the transcript. You are also able to archive chats and copy the chat link for logging purposes.

Screenshot_2021-05-20_at_12.00.58.png

At any point in a chat participants can be added, allowing for you to invite your colleagues or clients into an existing chat:

invite_participant.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.

 

Account Settings

From Your Profile dropdown, you are able to navigate to pages where you can edit your profile picture, contact details, set your preferences and change password.

S54.1.png

Learn more

 

What is next?

Now you have an understanding of how Qwil Messenger works, try using Qwil on mobile:

 

 

 

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