Adding a new user

Clicking the Add a new user button in your User Management area will allow you to add a new user to your partner account:

Add new user

Initially, enter a unique username (lowercase letters and numbers only), then a password and the first and last name of the user, followed by an e-mail address.

You will also need to choose their role, which you can define within the Roles area in your Settings. Please note that any users here will have access to some or all of your partner account as a whole (depending on the assigned role).

If you are looking to add a user with just access to a phone system or a customer, you will need to head to the appropriate phone system or customer first then add the user there, also found within Settings -> User management.

Once you're finished, just click Create User.

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