Setting up Welkin Users
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Admin is a tool used to to configure the Welkin environments. This includes configuring users and their access. The following is a list of functions an administrator has to setup Welkin users:
New Users: Add, Delete, Modify: Assigning Security Policies and Roles; Assigning Regions and Territories; Giving access to Care, Designer, and Admin for each Environment
Selecting any Welkin user will show you the details of that user which includes:
User's full name
User's email address
User's roles
Environments to which they have access
Which portals they have access to (Care, Designer, Admin)
What security policies they are assigned
What regions and territories they have access to
Welkin license assigned
In addition, viewing a user allows you to:
Reset User Passwords
Changing User's Email Address
Assign Seats and Licenses
The user info details can also be edited by you as the administrator.
New Users: Add, Delete, Modify – user lifecycle management
Provide Access to Users – granting portal access
Reset User Passwords – password management
Changing User's Email – email updates
Assign Seats and Licenses – licensing
Roles – user roles overview
Security Policies – access control
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