Who can use this feature?

System & User administrators only

Your organisation on Qwil Messenger is composed of two user types Staff and Clients with Client Teams (previously "Contact books") that are used to connect users to each other. You, as an administrator, are the one creating the contact book so that your clients know who they can start a chat with.

Staff users are your internal users who provide services on behalf of your organisation. They automatically have access to each other and can search the directory but need to be in client teams to see their clients and colleagues on their contact list. Staff can only see a client contact if they are in a client team with them to ensure privacy at all times.

What to expect?

• Once you've entered the details for the staff member (you only need the name, email, and mobile number - optional if subject to settings), they will be receiving an email invite on a daily basis until accepted. 

• Once an invitation is accepted, the new staff member will be visible by all staff members and the clients in the client teams in which they have been added.

Invite staff users:

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 Send invitation. 

7. If you wish to change the role of a staff member (staff, user administrator or system administrator), just click to edit the role on the profile of the staff which you are directed to once the invite is sent. 

Note: You can review all your pending invitations by using the filter on your staff list, or by clicking on the yellow alert in your staff list.