Skip to main content
All CollectionsHow To Use WooSenderSettings
WooSender Users
WooSender Users
Daniel Roman avatar
Written by Daniel Roman
Updated over a year ago

Article Shortcuts:

1. How to Add User(s)

2. How to remove user(s)

3. How to Assign Users' Role

4. How to Set Users' Availability

5. How to Set Woo AI Scheduler

How to Add User(s)

  1. Go to the Settings Page

  2. Click on Users

  3. Click on the + add user button (top right corner)

  4. Fill out the empty boxes with the correct info

  5. The “Only Assigned Data” toggle allows you as the admin to choose to limit the user's access inside of WooSender

  6. Click the ‘add user’ button

How to remove user(s)

  1. Go to Settings

  2. Select Users--> All users

  3. Select the pencil icon by the user's name

  4. Select the checkbox

  5. Click remove

How to Set the Users Role

  1. Go to the Settings Page

  2. Select Users

  3. Choose a user you want to edit

  4. Enter all the correct info into the user's profile

  5. Choose which role you want the user to be Admin or User

  6. Turn on/off the Assigned Data Toggle *this option will limit what the user/admin can do inside of WooSender

NOTE: This is also the same area where you can delete a user so they no longer have access to your WooSender Account

How to Set Users Availability

Set the working hours of your user(s)

NOTE: This will allow the Ai to know what times the users are able to take calls

Woo AI Scheduler

NOTE:

  1. This option inside the user's page will allow you to set how far in advance you want the ai to book appointments for you.

  2. It also allows you to set another user (s) assignees to book calls if the main user is all booked up the ai will book with the assignee that is added to the round-robin.

Did this answer your question?