Can I map the same agent to two different companies, and how do I manage them independently?
⚡Quick answer -
Yes. Invite the agent as a user in each company account. Each profile has its own role, extension, departments, and availability schedule—no overlap in permissions or reports.
When should I use this guide?
Follow these steps if you run a BPO/agency or share a subject-matter expert across two MyOperator companies and need separate call logs, dashboards, and roles.
1 — When to use multi-company mapping
• A BPO shares the same agents across multiple client accounts.
• A billing specialist or on-call engineer must appear in two dashboards.
2 — Prerequisites
Requirement | Where to check | Notes |
Admin role in both companies | Dashboard → Users | Owner / Super Admin / Admin |
Agent details | Name, mobile, email | Email can be reused if the policy allows |
Agent consent | HR / Contract | Confirm data-sharing approval |
Watch the video walkthrough
3 — Add the agent to Company A
- Sign in to Company A.
- Navigate to Manage → Users → Add New.
- Fill in Name, Mobile, Email.
- Open Advanced Settings → choose Panel Access & Availability schedule.
- Pick a Role (Agent / Supervisor / Admin).
- Click Save.
Alt text: Adding agent to company
4 — Add the same agent to Company B
- Switch orgs or sign in to Company B.
- Repeat Manage → Users → Add New.
- Use the same or alternate email/phone (per policy).
- Assign an appropriate Role.
- Click Save. Result: two independent user records.
5 — Assign departments & set availability
- Manage → Departments → select department → Add User.
- Users → [Agent] → set Availability schedule and Take Calls = On.
- Note the agent’s extension in each company; they may differ.
Alt text: Assign to departments and set availability
6 — Success criteria
✓ Agent appears in the Users list of both companies.
✓ Test calls to each company ring the agent when Available.
✓ Reports → Call Logs show agent activity under the correct company.
7 — Edge cases & limitations
• One live call at a time: Busy in Company A → Company B follows overflow rules.
• Different extensions: Do not assume 221 in A equals 221 in B.
• Separate permissions: Agent in A can be Supervisor in B.
• Mobile-app alerts: Enable notifications for each org in the app settings.
8 — Troubleshooting matrix
Symptom | Likely cause | Where to check | Fix |
“Already in use” error when adding to B | Email/phone uniqueness policy | Add New User form | Invite with alternate email or relax policy |
Agent not getting B calls | Not in B’s department or status = Unavailable | Departments; User status | Add to dept.; set Available |
Calls routed to the wrong company | IVR / number mapping mixed | Numbers → Call Flow | Correct each company’s routing |
Agent panel is empty in B | Panel Access OFF in Company B | Users → Advanced Settings | Toggle Panel Access ON |
Keywords - multi-company agent, MyOperator two companies, shared agent setup, BPO agent mapping, dual-account user
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