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How to create role

Heather Stanley
  • Updated
  1. Go to the Company tab inside Whistle
  2. Select the Users section
  3. Scroll down to roles, click + Create Role
    Create Role 1 Steps
  4. Add Role details
    1. Name
    2. Description
    3. Access into Whistle
  5. Click Save
    Create Role steps

     

    8 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. Scroll down and click + Create Role

    Step 3 image

    4. Enter Role Name

    Step 4 image

    5. Enter Role Description

    Step 5 image

    6. Select Role Access to features

    Step 6 image

    7. Scroll up and click Save

    Step 7 image

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

    Step 8 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/1909386/How-to-create-role

     

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