Do I have to add users manually?

Do I have to add users manually?

Short answer: Yes. Users are added manually so you can control names, contact details, panel access (Pro vs call‑only), roles, and routing. After creating a user, assign them to a department (or queue) to receive IVR calls.

Contents

Prerequisites

  • You can sign in to the MyOperator panel.
  • Your role has permission to manage Users and Departments.

Add a new user (step‑by‑step)

  1. Sign in to MyOperator.
  2. Go to Manage → Users.
  3. Click Add New.
  4. Enter Name, Phone, Email (optional), and Extension (optional).
  5. Choose a Role (e.g., Agent, Supervisor, Admin).
  6. (Optional) Turn Panel Access / Pro ON if the user should sign in to the panel. Leave OFF for call‑only users.
  7. (Optional) Open Advanced Settings to set call‑receiving time windows and other preferences.
  8. Click Save to create the user.

Assign the user to a department

Users won’t receive IVR calls until they’re members of a department (or part of a queue).

Path A — from Departments

  1. Go to Manage → Departments.
  2. Open the target department and click Members/Add User.
  3. Select the user you just created and Save.

Path B — from Callflow (if supported)

  1. Open Calls → Design Callflow.
  2. Edit the node (e.g., Sales Queue/Department) and Add member.
  3. Save and Publish your call flow.

Verify the setup

  • In Manage → Users, confirm the user is Active and (if applicable) Panel Access = ON.
  • In Manage → Departments, verify the user appears under Members.
  • Place a test call to the IVR route for that department and ensure the user rings (subject to availability windows).

Success criteria: User is visible in the department/queue and receives calls as expected; Pro users can sign in to the panel.

Troubleshooting & FAQs

  • User doesn’t ring: Check Active status, department/queue membership, and availability time windows in Advanced Settings.
  • Can’t find Users/Departments: You may lack permission—contact an admin.
  • User can’t sign in: Ensure Panel Access/Pro = ON and the invite email (if any) has been accepted.
  • No license seats left (for Pro): Disable Panel Access for another user or contact your Account Manager to add seats.

Get help

Email support@myoperator.co with:

  • Account/Workspace, User name/ID
  • Screenshots of Users and Departments views
  • Expected vs observed behavior (e.g., not ringing, can’t sign in)
  • Timestamps of recent changes/tests

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