How do I add a user to the Call Centre User Management self-service feature?
The User Management feature allows account owners to add new users and assign permissions to those users.
Watch this video to see how to add a new user.
Steps to adding a new user:
The account owner will need to log into their YUMBI Dashboard and then head to the User Management Panel. Then select Manage Users.
From here, at the top of the User Management page, the option to Add Users will be available to the Account and Manager Users. The Add User button can be selected to begin creating a new user.
First step:
- Users Email Address
- Username
- First Name
- Last Name
- Mobile Number (Optional)
Second step:
The user has three roles available to them, selecting any of the following boxes will assign the role:
- Call Centre Agent - This role gives the user access to the Call Centre Menus and the ability to place orders.
- Call Centre Manager - This role gives the user admin powers to add, edit or remove users.
- Reportio User - This role allows users to access and view Call Centre Stats on YUMBI Reports.
Once all user information has been entered correctly and roles have been assigned, you must select the “Save” button at the bottom of this page to then save and add the user you wish to have created. When the user is saved, they will now appear on your User List.
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