Add users
To add a new user go to Whisbi Deck and from the top right corner hover over your name and click on “Settings“.
On the left side click on “Manage users” and then “Add a user“.
A dialog box will appear where you will fill out the basic information of your new user such as Email, First name, Last name, Phone number, CTI extension. The mandatory fields depend on your configuration:
Lead distribution system (LDS) configuration:
- First name (mandatory)
- Phone number (mandatory)
- CTI Extension (leave it empty, this field is issued only for CTI Integration configuration)
CTI Integration configuration:
- First name (mandatory)
- Phone number (leave it empty, this field is issued only for LDS configuration)
- CTI Extension (mandatory)
When you click Next you will be requested to provide a Role the user is going to have and to which Team the user will belong.
After you select the Team and hit “Next” the user will be created and automatically saved.
After user creation, the welcome email will be sent with the link to set a new password
After clicking the link you are able to set a new password for your new account. It will take some time to spread data in the Whisbi ecosystem. Please wait 10 min after saving the password before you log in to Whisbi.
You will be informed if the link expires. You can provide your email address and request a new link to set a new password
