Quickly manage user access, permissions, and organizational settings through the User Management section.

Table Of Contents

Manage User Access & Permissions

This section introduces the different areas available under User Management and provides steps to add or modify user access, create user groups, and review the client profile settings for your organization.

Add or Edit Users, Set Access, and Create Phone App

To locate this section in the portal, go to Settings from the main navigation menu, then select User Management.

To manage user access and permissions:

1. Select User Management from the left-hand menu.
2. You will see three tabs: Users, User Groups, and Client Profile.
3. Click on each tab to view, edit, or add users, manage group settings, or review client-level configurations.

Users

The Users section of the portal provides access to all users configured on the communications platform. From here, you can control user access to the portal, assign roles, configure devices, set permission levels, and more.

In this section, we will cover:

Add/Edit Users

• Add/Edit Users

User Details

• Details Tab

User Permission

• Permissions

Clients

• Clients

Workspaces

• Workspaces

User Management - Call Recording