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UISP Setup and Configuration
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UISP Setup and Configuration
- Go into the CRM side of the app and create a new CRM permissions group under the Security Page on the CRM side. Click the permissions group box up top and then do;
a) Select a permissions group name
b) Set your Scope to "Orginization"
c) Select your orgniazation
d) Select the following permissions: By default, start with everything on denied. Then select edit on "Client, My tickets, All tickets" and then under Special Permissions select allow.
- Create a new email box for use specifically with this intergration thru the same server you setup UISP ticketing. If you do not use UISP ticketing, creating a dedicated email box for this is HIGHLY recommended.
- Set the new username bearing in mind exactly what you select is what will show in the UISP logs.
- Create a new UISP user for the Texting App to use when accessing the API. and make sure that the Network Role is set to Admin and DO NOT select super admin. Set your CRM Permission Group to the one you created. The Default UI isn't going to matter because we're going to be using the API link to login.
- Since the users are "invited" you'll have to click the invite button. Once you do it will bring you to the UISP portal and ask you to select a password. Make sure its secure and not simple, you don't want anyone actually logging into this user once its created. After you set your password it will automatically log you in. Then move on to the next step.
- Once your logged in, go to the network side, click on the gear cog for settings, then select users. Under the API tokens section, click the "Create new API token" button and give it a name with no spaces, we recommend just plugging in "textingapp' here and make sure the Role is set to "Admin. and click save.
- After you click save it will displacy your API token you'll need for the steps below under "Steps for Texting App UISP Setup". We highly recommend either writing this down or storing it in a text file as once you close the window the UISP portal won't ever show you the key again, you'll have to delete the old one and make a new one if you forget it.
UISP Add User URL: https://www.youruispdomain.com/nms/settings/users
DEVELOPMENT NOTE: Please bear in mind, we only JUST put up this new help section on our site and will be working hard over the coming weeks to complete all our How-To Articles and Video Guides in order to make finding information and learning how to better leverage your workspace easier and faster.
If you have an idea for a "How-To" article you'd like to see, make sure you post it up in our Discover server or use the form below to let us know. =)
If you have an idea for a "How-To" article you'd like to see, make sure you post it up in our Discover server or use the form below to let us know. =)
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