How can I add a New User?

How can I add a New User?

Short answer: Go to Manage → Users → Add New. Enter the person’s details, choose their Panel Access (Pro User vs call‑only) and Role, set optional call‑receiving hours, then Save and send the invite. Assign them to a department/queue if they should receive IVR calls.

Contents

Prerequisites

  • Permission: Your account role allows access to Manage → Users.
  • Seats/licensing: Your plan has capacity for an additional user (if applicable).
  • Required fields: Name and one unique identifier (email and/or phone).
  • Format tips: Use E.164 for phone numbers (e.g., +14155550123, +919876543210). Ensure extensions are unique and within your allowed range.

Add a user (step‑by‑step)

  1. Sign in to MyOperator.
  2. Go to Manage → Users.
  3. Click Add New.
  4. Fill in Name, Email, Phone, and (optional) Extension.
  5. Open Advanced Settings to configure:
    • Panel Access (On = Pro User access to panel; Off = call‑only)
    • Role (Agent, Supervisor, Admin)
    • Call‑receiving time (time slots/days, if you want to limit ringing hours)
  6. Click Save.
  7. (If prompted) Send Invite so the user can set a password and access the panel.

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Alt text: Manage → Users page showing the Add New button at the top right.

Panel Access vs Pro User

Setting

What it means

Access

Panel Access: ON

User is a Pro User

Can sign in to the MyOperator panel and (if assigned) receive calls

Panel Access: OFF

Call‑only user

Cannot sign in; can still receive calls if added to a department/queue

Turning Panel Access ON may consume a licensed seat depending on your plan.

User roles at a glance

  • Agent: Handles calls; limited panel access (own activity/queues).
  • Supervisor: Monitors teams/queues; can view broader reports and manage some settings.
  • Admin: Full administrative permissions (users, roles, routing, billing areas as allowed).

Check your internal policy for the exact scope of each role in your account.

Verify and activate

  1. In Manage → Users, confirm the new user appears with Status = Pending Invite or Active.
  2. If Pending, click Resend Invite (if available) or verify the email/phone.
  3. Have the user complete the invite and sign in.
  4. Place a test call to ensure they ring when expected (if you assigned them to a department/queue).

Success criteria: The user shows as Active in Users, can access the panel (if Pro User), and receives calls according to routing and schedule.

Examples you can copy

Sample input values

Name: Priya SharmaEmail: priya.sharma@example.comPhone (E.164): +919876543210Extension: 204Role: AgentPanel Access: ON

Sample invite email (to the user)

Subject: You’ve been invited to MyOperatorHi Priya,We’ve created your MyOperator account. Click the link in this email to set your password and sign in. If you didn’t expect this, please ignore the message.

Troubleshooting & edge cases

  • Duplicate email/phone: Each must be unique. Try a different email or remove the existing user first.
  • Extension conflict: Choose an unused extension within your plan’s range.
  • No invite received: Check spam; confirm the email is correct; use Resend Invite.
  • SSO enabled: New users may need to log in via your SSO provider; ensure they’re provisioned there.
  • License/seat limit reached: Free up a seat or upgrade your plan.
  • Call routing: If the user isn’t ringing, ensure they’re added to the correct department/queue and their call‑receiving time includes the current time.

Next steps

  • Assign to a department/queue so the user can receive IVR calls.
  • Set call‑receiving hours in Advanced Settings if needed.
  • Apply permissions appropriate to their responsibilities.

Get help

If you’re unable to add the user, email support@myoperator.co with:

  • The user’s name/email/phone you’re trying to add
  • Screenshots of the Add User form and any error message
  • The timestamp of your attempt and your account name/ID

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