We are going to explain everything you need to know about your users on Witei
A. How can do you create or unsubscribe a user?
1.To add a user: Settings > Users > Add user
2.To dismiss user: Settings > Users > Dismiss User
These actions can only be performed by a user with administrator permission, to unsubscribe a user you will have to delegate the information it contains to another Witei user. This way make you sure that the information continue in Witei.
B. User permissions
1.Administrator: Have access all data and edit global account settings. Must be a minimum of one administrator per office.
2.Non-administrator: what can be seen and edited by the office user have to be customized in advance.
An administrator user can give permissions (such as allowing to view all tasks, edit contacts) as well as access to manage the office tools (such as managing message templates). There is no limit to the number of administrators in an office. Only an administrator can modify user permissions.
Please note that if a user has the permission to edit and view the information of all properties in the office, the option to enhance photos and watermark will be included:
C. Email signature
Remember that you can include a personalized signature in your username to that it is automatically added as a closing in every email you send.
Important: the signature set by the user will be seen in the recipient's message, so the user will not see their own signature sent as it is hidden in the conversations interface.
D. Time zone
E. How do you reuse a user email?
To use an email that is in use by another user you have to:
1. Go to the lower left corner
2.Click on your avatar
3.Select the option from the drop-down menu Edit user
There you can change the email indicated for the user. In the same way, you can change the password associated with your account.
F. How do you change the language?
Witei adjusts to the language of your browser. But you also have the option to change the language directly from your account.
1. Access to your account.
2. Click on "Edit User".
3. At the top right click on "Change language".
G. How do you log out of Witei?
1.Go to the lower left corner.
2.Click on your avatar (where a green dot appears).
3.Select "Sign out" in the drop-down that appears.
H. How do I recover / change a password?
1.To recover your password you can access from the forgotten password form: Have you forgotten your password? ".
2.If you want to change your password you must go to "Edit User"> "Change password".
3.If as an administrator you want to change the password of another user, you must go to Settings> Users> Reset password. And they will receive it in their mail.
I. Coordinator user
The "Coordinator" user should be an office user. This option is not mandatory just optional. The user named as coordinator will receive all the contacts and will have to reassign them to the rest of the users. You can activate it from Settings> CRM> General> Coordinator.
J. How do I find the suggestions?
You can see, create and comment the improvement suggestions that you want:
1.Go to the lower left corner.
2.Click on your avatar.
3.Click on Suggestions.
K. Team Chat
We have a tool available to talk to all users in the office. Every user can access the chat from: Planning - Team chat. It is a conversation group of all users, so everybody will receive a warning message and will be able to reply to the rest of the users.
If you have any question, don't hesitate to contact us via chat!