Manage users
Contact notes - Clients and Staff (New)
Who can use this feature? Staff and Staff administrators Client notes: Staff can add notes to the Client contact profile which are visible to staff within a chat and to staff who are in the client team (and have the client in their contacts). These ...
Edit a user's account details (change mobile or email)
Who can use this feature? System & User administrators only As an admin, you cannot edit any user's account details. Account details are personal and can either be changed by the user or by request a change by contacting Qwil Support. The email ...
Understand roles and permissions
Who can use this feature? All users Every user in Qwil has a role, and each one has a different level of permissions. Roles are either administrative or non-administrative. Administrative roles System administrator Every organisation must have at ...
Edit a user's profile details (change name, number or email in profile)
Who can use this feature? System & User administrators only As an admin, you can edit any user's details. Details include name, job description, identifier, and role. You can also edit a user's contact information, secure phone number, and primary ...
Edit a user's role
Who can use this feature? System & User administrators only What happens if I change a user's role? The role the user will adopt within your organisation will determine their access rights. See understand roles and permissions for more details. If ...
Suspend a user
Who can use this feature? System & User administrators only As an administrator, you can temporarily block a user's access to your organisation's Qwil services by suspending their account. This can be useful when you need to suspend a user's access ...
Deactivate a user
Who can use this feature? System & User administrators only As an administrator, you can revoke a user's access to your organisation's Qwil services by deactivating their account. This action is permanent and should not be used to reset an account. ...
Grant chat review and auditing permissions
Who can use this feature? System administrators only Every chat and action taken on Qwil Messenger is recorded in your organisation's secure cloud allowing you to comply with regulatory requirements. As a system administrator, you can grant a ...