How can I add a New User?

How can I add a New User?

Sign in → Manage → Settings → Users → Add New → fill details (name, email, extension, mobile) → set call/role preferences → Save. Add the user to relevant department(s) to receive IVR/callflow traffic.

Before you begin (prerequisites)

  • You must have an account with Admin or User-management permissions.
  • Know the user’s full name, business email, extension number, and mobile number.
  • Decide whether the user should have Panel Access (portal login) and which Role (Admin / Manager / Agent).

Where to go

  1. Log in to the MyOperator panel.
  2. From the top menu click Manage → Settings → Users.
  3. Click Add New (top-right).

Step-by-step (copy-paste ready)

  1. Manage → Settings → Users
  2. Click Add New.
  3. Complete the form:
    • Full name (required)
    • Business email (required; used for panel invite)
    • Extension number (required for routing)
    • Mobile number (primary; optional alternate)
  4. Configure advanced options:
    • Call receiving schedule — default is All-day; change to specific hours if needed.
    • Enable Receive Calls — toggle this ON to accept IVR/callflow traffic.
    • Enable Panel Access — grant the user portal access; when enabled, set Role (Admin / Manager / Agent).
  5. Save to create the user.
  6. (Optional) Assign to department(s) so the user can receive inbound IVR or call-flow traffic.

What the user receives

  • If Panel Access is enabled, the user gets an email invite with login details (check spam if not received).
  • If assigned to departments, the user becomes eligible to receive calls routed to those departments.

Examples (realistic sample values)

  • Full name: Anita Sharma
  • Email: anita.sharma@example.com
  • Extension: 1023
  • Mobile: +91-98XXXXXXXX
  • Role: Agent
  • Call schedule: Mon–Fri, 09:00–18:00
  • Departments: Sales, Support

Troubleshooting & tips

  • No invite email? Confirm the email address and ask the user to check spam. If Panel Access was not enabled, enable it and resend the invite.
  • User not receiving calls: Ensure the user is added to at least one department and Enable Receive Calls is ON. Confirm the call schedule overlaps with the incoming call time.
  • Extension conflicts: If the extension is already in use, pick an unused extension or free the existing one.
  • Mobile number format: Use international format (+ country code) to avoid SMS/integration issues.
  • Bulk onboarding: For many users, ask support about CSV/bulk import options (if available in your plan).

Accessibility & media suggestions (for the help article)

  • Include 3 images/GIFs:
    1. Users list with the Add New button highlighted.
      • Alt text: “Users list in MyOperator showing Add New button.”
    2. Add New user form with fields labeled.
      • Alt text: “Add New User form showing name, email, extension and mobile fields.”
    3. Short GIF (8–12s): search users → click Add New → fill → Save.
  • Provide a short caption under each image to orient readers.

Related articles (suggested anchors)

  • How to assign users to departments — anchor: assign-users-departments
  • Manage user roles & permissions — anchor: user-roles-permissions
  • Bulk user import (CSV) — anchor: bulk-user-import

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