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Users Creation

  1. To start creating a user, click on the following icon:


  2. When selecting the add user icon, the following interface will be displayed, where all fields must be filled in correctly.

    3. Field Definitions


    • First Name
      User's first name.

    • Last Name
      User's last name.

    • Username
      Username used to log into the application.

    • Password
      Password assigned for the user to access the application.

    • Email
      Active user email to establish communication when necessary to provide information or make changes to their access settings or profile.

    warning

    Omni-Q rules do not allow the username to be edited once created.

    Role Explanation

    In Omni-Q, there are two types of roles, each with different levels of access to the application.

    These roles are as follows:

    • Supervisor
      This role manages all available functions in Omni-Q. If this role is deactivated, the user will not be able to see any modules in the instance.

    • Agent
      The agent role is used to manage the chats assigned to the agent.

    • Templates
      The templates role allows the user to view the different templates available in the application.

    • Templates Manager
      The templates manager role allows the user to edit, create, and delete templates, as well as view them.

    • Bots
      The bots role allows the user to view, edit, and delete different bots and their corresponding campaigns.


  3. Once all fields have been entered correctly, click the "CREATE" button.