User Accounts control who can log in to the CCaaS administrative interface and what they can see or configure. Access to features and data is governed by the access level assigned to each account.

Accessing User Accounts

User Accounts are accessible to accounts with Supervisor or Admin permissions.

1. Navigate to User Management > User Accounts
2. All created user accounts are listed on this page

Adding a User Account

1. Click Add Account
2. Enter the account information:
   • User — the username for the account
   • Email Address — the email address for the account
   • Access Level — controls the level of access within CCaaS:
     • Administrator — full access to all configurations, system settings, integrations, and administrative controls
     • Manager — read-only access to call data and reporting; cannot modify system configurations or administrative settings
     • User — access to call data, reports, and real-time views based on permissions explicitly granted by an Administrator or Manager
3. Click Save

User Account Options

Click the ellipsis on a user account to open its options:

• Edit — edit the account's User, Email Address, and Access Level
• Delete — prompts a confirmation before deleting the account
• Reset Password — sends an email to the account with a link to reset the password