Switching between profiles and organisations
Quick Start Guide (System admin)
Downloading Your Data (Admin)
Check invitation status & details
Invite client users
Set up Client teams (previously contact books)
Invite Staff users
CSV templates
Import your clients Excel (CSV)
Import your Client Teams Excel (CSV)
Import your staff Excel (CSV)
Prepare your client list for Bulk Upload
Grant chat review and auditing permissions
Deactivate a user
Suspend a user
Edit a user's role
Edit a user's profile details (change name, number or email in profile)
Understand roles and permissions
Edit a user's account details (change mobile or email)
Edit client teams (previously contact books)
Deactivate client teams (previously contact books)
Import client team members(CSV)
Remove client team members
Add client team members (add to contact list)
Prepare your Client Teams CSV for Migration
Migrate Your Contact Books To Client Teams
Client chat mode (Single or Team mode) (Coming soon)
Manage attachment sharing restrictions
Manage mobile push notification content preferences (for all users)
Manage invitation settings and profile editing permissions
Manage chat restrictions for staff users on mobile devices
Manage Network Restrictions and Advanced Settings
Automate messages to your clients (APIs)