Enable users

Via the ROGER365 users can now be enabled to use the function. You can create multiple profiles with different settings. For example you can create a profile for users at a sales department and a different profile for the financial department. In this way you can connect seperate CRM sources to different users, or send them different adaptive cards.

Add a profile

To create a profile, you can follow the next steps:

1. Go to the ROGER365 admin portal
2. Select Toastar for Teams in the left navigation bar
3. Click [+ Add Profile]
4. Fill in a [Name] and [Description]
5. At Data Sources you can select in which sources can be searched
6. When a new call arrives, a webhook can be triggered for example to Microsoft Power Automate or a Logic App
7. To search your Active Directory you can select Users Groups, you have to login with administrator credentials te retrieve these
8. At [Available Users] select the users to add to the profile and click the arrow to move them to the [Assigned Users]
9. Click [Save]

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