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Step-by-step guides to set up and use OneWhats features.
Step-by-step guides
19 results
Team and access
Members, pages, allowed numbers and routing.
- Review team members and their accessSee who belongs to the team and which pages and numbers each person can access.
- Add a team memberSet a person’s details, role and limits before granting access.
- Edit a member’s detailsUpdate a member’s identity without confusing a job title with access permissions.
- Choose Manager, Agent, CRM or Read-onlySet the member’s role, then adjust pages and numbers.
- Allow or remove pages for a memberChoose the parts of the platform the person needs.
- Restore the default pages for a roleRemove custom page permissions and return to the selected role’s defaults.
- Restrict a client to their own numbersSelect the client’s numbers so other clients managed in the account are not included.
- Allow a team member to access all numbersUse broad access for someone authorized to work with every number in the account.
- Create or reset a member’s login passwordConfigure panel sign-in separately from the member record.
- Duplicate a member’s settingsStart a new member record using an existing combination of role, pages and numbers.
- Check permissions by entering as a memberView the panel under a member’s profile and return to your account afterwards.
- Remove a member and their accessDelete a collaborator who should no longer belong to the team.
- Show agents their assigned and unassigned conversations in HubAdjust the Hub queue for the Agent role and understand the setting’s limits.
- Show agents the full queue againTurn off the assignment preference when agents should follow the full queue.
- Enable round-robin conversation routingDistribute new conversations among selected members.
- Change or disable round-robin routingUpdate routing without deleting team members.
- Configure waiting-for-reply alertsChoose a waiting time, monitored numbers and whether the owner is also notified.
- Disable waiting-time alertsStop automatic SLA notifications.
- View performance by agentCompare conversation volume, replies, resolutions and results for a period.