How to create a User in the Admin portal
Step 1: Create a New User
- Click New user, then select Create a user.
-
Enter the user's:
- First name
- Surname
- E-mail address
- Check the box to send an onboarding email (optional).
- Add a Department to sort colleagues in the app and when they are managed in the Admin portal.
- Click Confirm to finish user creation.
Step 2: Assign a License to a Track
In this example we will use the "Voice" track.
- Select the User from the list.
- In the left panel, click on for example the Voice track.
- Choose a license type.
- And Check the box.
- If unsure, click Show comparison to review capabilities of each license.
- In the comparison view, you can see all key features in each licenses within the Track (e.g to get a fixed phone number it requires the Basic license).
- Select the desired license and click Change license.
- In the pop-up window:
- The selected license requires a landline phone number which mean that you can select a landline phone number for the user.
- When done, click Next.
- In the next step under Assignment date you can choose when the license should be assigned. You can choose from:
- Assign now
-
Custom date (Select a custom assignment date).
Go to our FAQ article Schedule assignment for a more detail step by step guide on what it means and how you can mange them.
- Click Confirm to proceed.
- In the next step click Confirm.
- This is how it looks when you have select a custom date.
- The User set up is now complete and you have, created the user and assigned relavant licenses to the user.
Go to our FAQ article How to Schedule assignments on Licenses for a more detailed step by step guide on how to schedule assignment on licenses.
Delete