Overview
The Manage Users section allows administrators to create, manage, and maintain users within the workspace. Users represent individuals who interact with the system, such as agents, supervisors, or administrators. From this section, administrators can:- Add new users
- Edit existing users
Viewing Users
The Manage Users page displays a list of all users within the organization. Each row in the table provides key information about a user.Information displayed
- Name – User’s full name
- Email Address – Associated email ID
- Role – Role assigned to the user (for example: Agent)
- Status – Indicates whether the user is active or inactive
Adding Users
New users can be added to the system individually or in bulk. To add users:- Navigate to Org Settings → Manage Users
- Click Add User(s)
- Select the method for adding users
- Single User
- Multiple Users
Adding a Single User
Single user creation allows administrators to manually add one user at a time.Steps
- Click Add User(s)
- Select Single User
- Click Continue
- Enter the required user details
- Click Create
User Details
The following fields are required when creating a user.Name
First name and last name of the user.Unique ID
A unique identifier assigned to the user within the system.Role
Defines the responsibilities and permissions assigned to the user. Example roles may include:- Agent
- Supervisor
- Administrator
Status
Defines whether the user account is active.Email Address
The user’s email address used for identification and communication.Additional Information
Optional information can also be provided.Country
Country associated with the user.Timezone
Timezone used for displaying time-related data.Bio
Short description or introduction for the user.Uploading Additional Documents
Administrators can upload supporting documents related to the user. Examples may include:- Identification documents
- Role verification documents
- DOC
- DOCX
Adding Multiple Users (Bulk Upload)
Multiple users can be created simultaneously using a bulk upload feature. This is useful when onboarding large teams.Steps to Add Multiple Users
- Click Add User(s)
- Select Multiple Users
- Click Continue
- Upload a user data file
- CSV
- XLS
- XLSX
Uploading the User File
Administrators can upload a spreadsheet containing user details. The file should include required user information, such as:- Name
- Email address
- Unique ID
- Role
Editing Users
Existing users can be updated at any time.Steps
- Navigate to Manage Users
- Locate the user in the list
- Click the Edit option
- Update the required information
- Save the changes
Updating User Information
Administrators can update:- User name
- Email address
- Role
- Status
- Additional profile details