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Admin Guide

Managing Users

Create, edit, deactivate, and manage user accounts and role assignments in VoiceCenter.

Who should read this:Administrators

Every person who accesses VoiceCenter needs a user account. This page explains how to create, edit, and deactivate users, assign roles, and reset passwords.

User List

Navigate to Settings > Users to see all users in your tenant. The list shows:

ColumnDescription
NameFull name of the user
EmailLogin email address
RoleAssigned role (Admin, Supervisor, Agent, or custom)
TeamThe team the user belongs to
StatusActive or deactivated
Last LoginTimestamp of the most recent login

Use the search bar to find users by name or email.

Creating a User

  1. Open the create form

    Click the Add User button in the top-right corner of the Users page.

  2. Enter user details

    Fill in the required fields:

    FieldRequiredNotes
    First NameYes
    Last NameYes
    EmailYesMust be unique across the tenant. Used as the login identifier.
    PasswordYesMinimum 8 characters. The user can change this after first login.
    RoleYesSelect Admin, Supervisor, Agent, or a custom role.
    TeamNoOptionally assign the user to a team.
  3. Save the user

    Click Save. The user can now log in with the email and password you provided.

Password delivery

VoiceCenter does not automatically email credentials. Share the initial password with the user through a secure channel and ask them to change it after their first login.

Editing a User

Click the edit icon on any user row to modify their details. You can change:

  • Name and contact information
  • Role assignment
  • Team assignment
  • Status (active / deactivated)

Changes take effect immediately. If you change a user's role, their navigation and available actions update the next time they load a page.

Resetting a Password

If a user forgets their password, you have two options:

  1. User self-service -- Direct them to the Forgot Password link on the login page. This sends a one-time reset link via email (requires SMTP to be configured on the server).
  2. Admin reset -- Edit the user and set a new password directly. Share it through a secure channel.

Deactivating a User

Deactivating a user prevents them from logging in without deleting their records. Call logs, recordings, and audit history associated with the user are preserved.

  1. Open the user's edit form

    Click the edit icon on the user row.

  2. Set status to deactivated

    Toggle the user's status to Deactivated.

  3. Save

    Click Save. The user is immediately logged out of any active sessions.

Deactivating an admin who is the only admin on the account will lock you out of administrative functions. Always ensure at least one active admin exists.

Role Assignment

Each user must have exactly one role. The built-in roles are:

RoleAccess Level
AdminFull access to all tenant settings, users, PBX, billing, and analytics
SupervisorTeam monitoring, queue management, reporting, and limited settings
AgentCall handling, own call logs, and personal settings only

For more granular control, create custom roles under Permissions.

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