How to Create a User

To give someone access to the Squaretalk Platform, you need to create a User profile.

Each user is automatically assigned an Extension during setup, so you no longer need to create extensions separately.

This guide explains how to create a new user and configure their calling permissions correctly.

📌 Note: Admin permissions are required to create a user.

Step-by-Step: Add a New User

1. Go to Settings → Users & Permissions → Users and click “+ New User”

💡Useful Tip 1: To edit an existing user, simply click the user row to open the side panel with all user settings.

User Tab:

2. Fill in personal information, such as Name, Email (required and used as their login username), and Phone (optional).

💡Useful Tip 2: Once created, the user will receive an email invitation to set their password.

3. Set the user as Active and choose if you want to enable 2FA for security purposes.

4. Click Next to proceed with Extension creation. 

Extension Tab:

5. Define the extension number. 

💡Useful Tip 3: Each user must have a unique extension to make and receive calls.

6. Choose the Type of Extension from the drop-down menu:
   Web: For browser-based calling (Webphone)
   Softphone and ip phone (SIP): For physical desk phones or softphones
   SIP/TLS:

7. For Softphone and ip phone (SIP) Extensions, decide whether to enable or disable the Force Login.
   Yes → The user must be logged into the Squaretalk Platform to receive calls (recommended for tracking activity).
   No → The user can receive calls on their SIP/softphone even if not logged into the web dashboard.

8. Choose whether to enable or disable the Call Waiting (required). 

9. Apply a Caller ID if necessary, so every outbound call of this user appears under one phone number (unless configured in the outbound route).

10. Set the Extension Secret or choose the system to generate one.

11. Click Next to proceed with Advanced settings. 

Advanced Tab:

12. Choose the user’s permission level.
    Agent – Standard user with limited administrative access
    Manager – Can access reports and team management features
    Admin – Full system access

13. Select a role (Default or a customized role) to control which features the user can access.

14. If the user is assigned a Manager or Agent Level, select the Groups from the drop-down menu that they will be a member of and/or can monitor.

15. Decide whether you want to enable Voicemail or configure recordings under Advanced Options for this user.

16. Click Create.

✅ The user will automatically receive an email invitation to set their password and access the platform.

Done 🎯