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Managing users

The Users page (👥 in the sidebar) is where you manage who has access to your company.

Users list

Creating a user​

Click New user and fill in:

  • Name — the person's display name.
  • Email — used for login; must be unique.
  • Password — the initial password (minimum 8 characters). They can change it later.
  • Role — what they can do (see Roles & permissions).

Editing a user​

Open a user to:

  • Change their name or email.
  • Reset their password (leave blank to keep the current one).
  • Change their role.
  • Delete them permanently (this also removes their call history).

Activating & deactivating​

  • The Active toggle in the list turns a user's access on or off instantly.
  • A deactivated user cannot log in, but their history is preserved.
  • Use bulk actions to activate or deactivate many users at once.

Best practices​

  • Deactivate (don't delete) people who leave — their call history stays for reporting.
  • Use a naming convention for roles so it's obvious who's a manager vs. admin at a glance.
tip

Only Company Admin can manage users — managers and heads of ROP won't see this page.