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👥 Users Management

The Users section is your central hub for managing all user accounts in your system. Monitor user activity, manage permissions, and maintain complete control over your user base.

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👀 Overview

The Users management interface provides a comprehensive view of all users in your system, allowing you to:
  • 📊 Monitor user accounts and their status
  • ✏️ Edit user information and settings
  • 🔐 Control user access and permissions
  • 📈 Track user creation and activity
  • 🔄 Manage user sessions and login access
Users Management Overview

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🗂️ User Fields & Information

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📄 Core User Data

FieldDescriptionPurposeFormat
👤 NameUser’s display nameIdentification and personalizationText (up to 50 characters)
📧 EmailPrimary email addressAuthentication and communicationValid email format
📞 Phone #Contact phone numberCommunication and verificationNumeric format
📞 Phone EXTPhone extensionDirect contact routingNumeric extension
🟢 StatusAccount statusAccess controlActive/Inactive
📅 Created AtAccount creation dateAudit trail and trackingMM-DD-YYYY HH:MM format

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📝 Field Details

👤 Name Field

  • Purpose: Primary identification
  • Validation: Required, 2-50 characters
  • Use Case: Display in interface, reports, communications

📧 Email Field

  • Purpose: Login credential and communication
  • Validation: Must be valid email format
  • Use Case: Authentication, notifications, password reset

📞 Phone Fields

  • Purpose: Alternative contact method
  • Validation: Numeric format for phone, optional extension
  • Use Case: Voice communications, 2FA verification

🟢 Status Field

  • Purpose: Account access control
  • Values: Active (green) / Inactive (red)
  • Use Case: Enable/disable user access to system

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➕ Adding New Users

The Add User button provides quick access to create new user accounts with comprehensive configuration options. Add User Button 🧑‍💻 Add User Interface The Add User form provides comprehensive fields for creating new user accounts with proper configuration and permissions. Add User Interface

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🛠️ Add User Workflow

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📝 Fill User Details

Complete the Add User Form:
  • Basic Information: Enter name, email, password, and phone details
  • Account Settings: Configure status, role, and feature access
  • Billing Options: Set payment responsibility and seat limits
  • Validation: Ensure all required fields are properly filled
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⚙️ Configure Account Settings

Set User Permissions and Features:
  • Role Assignment: Choose between Agent or Dev role
  • Dialer Access: Enable/disable dialer functionality
  • Local Presence: Configure local presence features
  • Balance Usage: Set who pays for usage (Company/User)
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💰 Configure Billing Options

Set Payment and Seat Management:
  • Pay for Seat: Determine payment responsibility
  • Package Limits: Configure subscription seat limits
  • Balance Control: Set balance usage preferences
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✅ Submit and Create

Complete User Creation:
  • Review: Double-check all entered information
  • Submit: Click the Submit button to create the user
  • Confirmation: User account is created and welcome email sent
  • Access: New user can login with provided credentials

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🧩 Account Setup Scenarios

👔 Admin Account Setup

Configuration:
  • Dialer: No (admin doesn’t need dialer access)
  • Pay for Seat: No (Company pays for seat)
  • Use Package Seats Limits: Yes
  • Use Case: Internal admin accounts

💳 Direct Payment Setup

Configuration:
  • Dialer: Yes (user needs dialer access)
  • Pay for Seat: Rizler (Direct to Rizler)
  • Use Case: Independent agents paying directly

🏢 Company Payment Setup

Configuration:
  • Dialer: Yes (agent needs dialer access)
  • Pay for Seat: No (Company pays for seat)
  • Use Package Seats Limits: Based on company limits
  • Use Case: Company employees with company payment

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⚡ User Actions & Controls

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🧰 Available Actions

User Actions
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🔐 Login Action

Purpose: Directly access user’s account
  • Use Case: Technical support, troubleshooting
  • Access: Admin-level permissions required
  • Security: Maintains audit log of admin logins
  • Result: Opens user session in new tab/window
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✏️ Edit Action

Purpose: Edit comprehensive user account details, permissions, product limits, and company options.Edit User Interface
  • Editable Fields:
    • Name (required)
    • Email (required, must be a valid email format)
    • Phone number
    • Password (optional reset; leave blank to retain current password)
    • Status (active / inactive)
    • Dialer (Yes / No)
    • Use Balance (Company / User)
    • Local Presence (Yes / No toggle)
    • Role (Agent / Dev)
    • Ext Phone (external phone or extension field for desk phones or call forwarding)
    • Pay for Seat (toggle user/company seat billing responsibility)
    • Packages/Seat Limit (No (with company card)/yes)
  • Save Action:
    Submit changes with the Save button. All updates require appropriate validation and permissions to take effect.
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🗑️ Delete Action

Purpose: Delete a user from the systemDelete User Confirmation Dialog
  • When you click Delete, a confirmation popup will appear with the message: “Are you sure you want to delete user(s)?”
  • The popup will clearly display the users selected for deletion and warn:
    “This action cannot be undone!”
  • You have two options:
    • Yes, Delete User: The user and their associated module records will be removed from the system .
    • Cancel: The deletion process will be canceled and no changes will be made.
Use this to remove ex-employees or clean up users you no longer need.

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🔄 User Management Workflow

User Management Workflow

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🔁 Complete Workflow Process

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🎯 Use Cases & Applications

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🔑 Primary Use Cases

👔 Employee Management

Scenario: Managing company staff accounts
  • Add new employees when they join
  • Update information during role changes
  • Deactivate accounts when employees leave
  • Monitor access and activity levels

🤝 Client Account Management

Scenario: Managing customer/client users
  • Create client accounts for new customers
  • Update contact details as needed
  • Control access levels based on subscription
  • Track usage and engagement metrics

🛠️ Technical Support

Scenario: Providing user assistance
  • Login to user accounts to troubleshoot issues
  • Update settings to resolve problems
  • Monitor user activity to identify patterns
  • Manage permissions for access control

📊 User Analytics

Scenario: Analyzing user data and trends
  • Track user growth over time periods
  • Monitor active vs inactive users
  • Analyze creation dates for trend insights
  • Generate reports on user demographics

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📈 User Statistics & Insights

📊 Total Users

Current Count: 3 active users Growth Rate: Track monthly additions Engagement: Monitor login frequency

🟢 Active Users

Status Tracking: Real-time status monitoring Last Activity: Track recent user activity Session Data: Monitor current sessions

📅 Recent Additions

New Signups: Track recent registrations Onboarding: Monitor user activation rates Trends: Identify growth patterns

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🔗 Integration Points

👥 Teams Management

Connection: Users can be assigned to teams Navigation: User Management > Teams Purpose: Organize users into functional groups

🎭 Roles & Permissions

Connection: Users are assigned specific roles Navigation: User Management > Roles Purpose: Control feature access and capabilities