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SELF-PACED LEARNING

Owner & Workspace Admin

Understanding workspace boundaries, access rights, members, channel connections, and service policy settings.

To the company owner and administrator of the Tautiva workspace.# 50 # # 70 minutes #9 lessons

Training scenario

A company onboards new members, needs to check appropriate roles, ensure WhatsApp connections, and understand SLA configurations.

Before you practise

Avoid sending invitations, modify active user role, or pressing Disconnect channel at practice without QA workspace.

Your reading progress0 of 9 is already read

Mark each lesson after reading it. Progress is saved only in this browser, not as proof of certification or work completed in Tautiva.

Follow the content in order

  1. 01
    Understand your workspace and sidebar

    Learn: Understanding company and workspace separation

    Check your understanding: Can ensure the correct work location.

    Open lesson 1
  2. 02
    Get familiar with Administration

    Learn: Reading configuration and package features

    Check your understanding: Can view Current workspace, Members, and Channels.

    Open lesson 2
  3. 03
    Understand roles and permissions

    Learn: Selecting sufficient permissions

    Check your understanding: Can explain the differences between Agent, Supervisor, Admin, and Viewer.

    Open lesson 3
  4. 04
    Invite and manage workspace team members

    Learn: Understanding the Invite member dialog

    Check your understanding: Can show email, Role, and Pending invitations.

    Open lesson 4
  5. 05
    Review pending workspace invitations

    Learn: Understanding active and expired invitations

    Check your understanding: Can explain the steps to handle unaccepted invitations.

    Open lesson 5
  6. 06
    Manage queue membership and agent capacity

    Learn: Understanding queue control and capacity

    Check your understanding: Can explain the effects of routing before making changes.

    Open lesson 6
  7. 07
    Check WhatsApp channel health safely

    Learn: Safely checking channel connections

    Check your understanding: Can explain why Disconnect is not used for testing.

    Open lesson 7
  8. 08
    Configure Case categories, calendars, and SLA targets

    Learn: Understanding calendars and SLA rules

    Check your understanding: Can explain the order of Business hours before SLA policies.

    Open lesson 8
  9. 09
    Understand plan limits and read-only features

    Learn: Understanding feature entitlement

    Check your understanding: Can distinguish between Available, Read Only, and Not enabled.

    Open lesson 9

Completed all lessons?

Tell me the rehearsal scenario and explain the steps to a colleague, for the practice of storing data or sending messages, use the QA workspace and its legal escort.

Back on all lines