The Profile Settings in the User menu are designed to empower admins to onboard new team members into Aloware, tailoring their access and capabilities within the platform.
Adding a User in Aloware and Setting up a User Profile
Only admins can add users and set up their initial settings in Aloware.
Step 1: Add Users
To get started with Aloware, you can easily add users to your account in two different ways.
Using the "+" Button from the Dashboard - Click the "+" button on the dashboard and select "User".
Navigating to the Users Menu - To add a new user, go to Users and click on the "+Add User" button.
Step 2: Filling in User Information
Proceed to complete the user's profile by providing the following details:
First Name
Last Name
Email - This is where the user will receive their password.
Role - Assign the user's role within Aloware.
Password - Select between "Manual" or "Auto-Generate" for the password type.
Manual Password - Aloware will not send an email notification to the user when using this option.
Auto-Generate - Aloware will send an email notification to the user with a link for password setup.
Answer Type - Specify how the user will answer calls.
Using Apps - A default behavior to answer calls using the web browser, desktop, or mobile apps.
Using Phone Number - Commonly used for call tracking. This forwards all calls to the user-provided phone number (usually a cellphone or off-site landline).
Using IP Phone - Used for desk-phone replacement.
Will not answer - It doesn't answer the phone call at all. It is recommended for managers, controllers, and the like.
Backup Routing (Beta) - This feature checks if the user is available on Aloware. Enabling it will ring the backup phone number if the user is unavailable.
Text Message Handling (Beta) - If you don't want this user to be assigned to text messages please uncheck "Answers text messages".
Change Contact Ownership - Allowing this setting will let the user assign a new contact to his ownership.
Allow Contact Ring Groups Modification - It is recommended for admin access only.
Allow Call Barge and Whisper - This allows users to talk without the contacts hearing them.
Can Broadcast - Allowing users to send Bulk Messages and Bulk RVMs (Ringless Voicemail) to your contacts.
Delete Contact - Grant the user the ability to delete a contact.
After providing the necessary information, click the "Add" button.
The successfully added user will now appear in the list of users on the user dashboard.
You have the option to set the user's personal line in the Lines menu.