How to create and manage Users

This article will provide you an overview of the Users section and it's functionality as well as how to create users:

1. To create users navigate to the "Users" tab located on the left-hand side of your screen where the menu options are displayed:

2. Click on "Create" on the top right:

3. In the new window fill in the details of the user and click "Save changes":

You can also obtain the users API token in the same window from the "Token" section:

Extension Type can be Web or SIP, if using SIP you will require the Softphone which can be obtained from here: https://squaretalk.com/softphone/

You can also find the steps on how to add an extension to the Softphone here.

4. From the Country Rank tab you can prioritize leads from specific countries at the agent level:

You can edit existing users by click on the "..." next to the respective user, as well as delete them if required:

You can also review the login times for agents by clicking on the "Login Times":

From the top you can filter by Roles, Profiles or Groups as well as manually search through the users:

From the top right next to the create button you can export a list of user by either copying them or exporting to an Excel, CSV or PDF file as well as the option to directly print it:

Video guide: