Profile settings is where you add users and configure their access to Aloware. This allows you to set up each user's profile, determining their role, permissions, and access tailored to their responsibilities. You can define how they answer calls, handle text messages, and control their access to Aloware features, like in broadcast or contact management.
Adding and configuring users in Aloware
Adding users in Aloware
Admins can start adding new users to the Aloware account in one of two (2) ways:
Using the "+" button from the dashboard and click user.
Navigating to the user's section and click on the "+Add User" button.
Completing user profile setup
When you add a user in Aloware, you configure their profile to fit their role and responsibilities. Here's how to complete their profile setup:
General user information
First and last name
Email - provide the user's email address. This is where their password will be sent for setup.
Role - define the user's role within Aloware to determine their access level and capabilities. Read to our guide on user roles and access for details.
Call handling options
Answer Type - determine how the user will handle calls.
Using apps - this is the default setting, allowing calls to be answered via the web browser, desktop, or mobile apps. Ensure that third-party cookies are enabled and the microphone is functioning properly. Consult our guide if you encounter issues.
Using Phone Number - forward calls to a user-provided phone number, such as a mobile or off-site landline. This is useful for call tracking.
Will not answer - suitable for managers or roles where calls should not be answered.
Backup Routing (Beta) - configure this option to forward calls to a backup phone number if the user is unavailable on Aloware. This ensures calls are not missed.
Agent-specific features
This features are typically for admin and supervisor roles but can be enabled for users or agents as needed.
Text message handling (Beta) - if you don't want this user to handle text messages, uncheck this option.
Change contact ownership - allow the user to assign new contacts to their ownership.
Allow contact ring groups modification - this setting lets users modify contact ring groups.
Allow call barge and whisper - enables users to speak with supervisors without the contact hearing them.
Can broadcast - allows users to send bulk messages and ringless voicemails (RVMs) to your contacts.
Delete contact - grants the user permission to delete contacts.
User's Personal Line
Assign a "User’s Personal Line" to ensure that communications related to this line are displayed when using the "My Personal Line" filter in Aloware Talk. This line serves as the user’s primary contact line within Aloware.
Once you have entered all necessary information and selected the appropriate settings, click the "add" button. The user will now appear on the user dashboard, ready to access Aloware according to their configured permissions.
