User Management

This menu is dedicated to managing all users associated with the selected campaign. Here users can create, edit, and delete users as well as configure individual user access rights.

The Interface

All users in your campaign are listed in this section. You can search for and delete existing users, create new ones, and edit user information by clicking on any user.

Creating new users

You may add a user to the campaign currently selected by clicking on the Add User button on the top right corner and filling out the following information:

  1. Email
  2. First & Last name

Depending on the User Permissions selected, you will need to fill out the following information:

Agent:

  1. VA Center Access
  2. Teams the agent should be assigned to
  3. Phone Number

Analyst:

  1. VA Center Access

Additionally, when creating users you can set a profile picture as well as display profile picture in the Whisbi widget by using the slider. Finaly by clicking on the save button, the new user will be added to the user list seen in the main view.

Editing users

You may edit any user information by selecting the user and editing the following:

  1. Profile Picture
  2. First and Last name
  3. User permissions
  4. Phone number
  5. Resetting password