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.
- To override all scheduled assignment dates on a user’s licenses, choose an assignment date here.
- Here you can Edit schedule date on the license and Remove scheduled license.
- The User set up is now complete and you have, created the user and assigned relavant licenses to the user.