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How do I add a user to the Call Centre User Management self-service feature?

The User Management feature allows account owners to add new users and assign permissions to those users.

You can watch this quick video to see how it's done or read the instructions below. 

The account owner will need to log into their YUMBI Dashboard and then head to the User Management Panel. Then select Manage Users.

User M.png 

From here, at the top of the User Management page, the option to Add Users will be available to the Account and Manager Users. The Add User button can be selected to begin creating a new user. 

CC UM Add User 1.png 

The first step when adding a new user to your user list is to provide the following information:

  1. Users Email Address
  2. Username
  3. First Name
  4. Last Name
  5. Mobile Number (Optional)

CC UM Add User 2.png

After entering the user's details, the second step of creating a new user is assigning the necessary roles to the user.

The user has three roles available to them, selecting any of the following boxes will assign the role:

  1. Call Centre Agent - This role gives the user access to the Call Centre Menus and the ability to place orders. 
  2. Call Centre Manager - This role gives the user admin powers to add, edit or remove users.
  3. Reportio User - This role allows users to access and view Call Centre Stats on YUMBI Reports.

CC UM Add User 2.png

Once all user information has been entered correctly and roles have been assigned, you must select the “Save” button at the bottom of this page to then save and add the user you wish to have created. When the user is saved, they will now appear on your User List.


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