Manager/Analyst > Configure your One-to-One service > Add users

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“.

Turn on settings by clicking on your account

On the left side click on “Manage users” and then “Add a user“.

To add a new user click Manage users tab and Add a user button

A dialog box will appear where you will fill out the basic information of your new user such as EmailFirst nameLast namePhone 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)
Provide user details

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.

Provide user role and a team

After you select the Team and hit “Next” the user will be created and automatically saved.

Create a new user step by step

After user creation, the welcome email will be sent with the link to set a new password

Email to set a new password will be sent right after creating a new user

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.

Set a new password and wait 10 min to log in

You will be informed if the link expires. You can provide your email address and request a new link to set a new password

If the link has expired then you will be requested to provide your email and a new link will be sent