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How to edit users

Heather Stanley
Updated
  1. Go to the Company tab inside Whistle
  2. Select the Users section
  3. Click the Down Arrow next to the user to edit
  4. Edit Access Role
  5. Edit User Profile
    1. Display Name (Internal)
    2. Signature (External)
    3. First Name (Internal)
    4. Last Name (Internal)
    5. Contact Phone Number
  6. Edit User Departments
    1. Positions
  7. Edit Notifications
    1. Availability
    2. Enable Email Notifications
    3. Enable SMS Notifications
    Users Edit Steps-1

 

15 STEPS

1. The first step is to open Whistle Messaging and click Company

Step 1 image

2. Click the Users section

Step 2 image

3. Click the Down Arrow next to the user you wish to edit

Step 3 image

4. To edit access role click Down Arrow next to current role type

Step 4 image

5. Select new role type

Step 5 image

6. Update Display Name

Step 6 image

7. Update Signature

Step 7 image

8. Update First Name

Step 8 image

9. Update Last Name

Step 9 image

10. Update Contact Phone Number

Step 10 image

11. Scroll down and update User Departments

Step 11 image

12. Scroll up and update Availability

Step 12 image

13. If using availability schedule, Add Hours

Step 13 image

14. Scroll up and click Up Arrow next to the user email updated to close

Step 14 image

15. That's it. You're done.

Step 15 image

Here's an interactive tutorial

** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

https://www.iorad.com/player/1909354/How-to-edit-users

 

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