How can I update/edit any information for a user?

How can I update/edit any information for a user?

Short answer: Go to Manage → Users → Edit to update a user’s profile (name, email, phone, extension), access and role, status, call‑receiving hours, and routing. Some identity fields may be read‑only in SSO environments.

Contents

Prerequisites

  • Permission: Your role can access Manage → Users and edit users.
  • Licensing: Turning Panel Access ON (Pro User) may consume a licensed seat depending on your plan.
  • SSO environments: If Single Sign‑On is enabled, some identity fields (e.g., login email/role) must be changed in your identity provider (IdP), not in MyOperator.

What you can edit

  • Profile: Name, Email, Phone, Alternate number, Extension
  • Access & Role: Panel Access (Pro User vs call‑only), Role (Agent / Supervisor / Admin)
  • Status: Active / Inactive
  • Availability: Call‑receiving time (time slots and days)
  • Routing: Department / queue assignments (where applicable)
Changes typically apply immediately after Save, but call‑routing and permissions may take a brief moment to propagate.

What may be restricted

  • SSO‑managed identity: Email/role may be read‑only in MyOperator. Update them in your IdP and sync.
  • System fields: User IDs, audit history, and past call logs are not editable.
  • Pending suspension/deletion: Some fields may be temporarily locked.

Edit a user (step‑by‑step)

  1. Sign in to MyOperator.
  2. Go to Manage → Users.
  3. Find the user and click Edit.
  4. Update the required fields (profile, access/role, status, availability, routing).
  5. Click Save.

Screenshot
Screenshot 2025-08-08 at 16.46.30.png
Alt text: Manage → Users table showing the Edit action for a selected user.

Screenshot
Screenshot 2025-08-08 at 16.48.56.png


Alt text: Edit User form showing name, email, phone, extension, role, status, panel access, and call‑receiving time settings.

Field rules & examples

Formats & uniqueness

Phone (E.164): +14155550123  |  +919876543210Email: Must be unique and reachable for invites/notificationsExtension: Unique in your account (e.g., 200–399) and numeric only

Status behavior

Active  → User can receive calls (if routing and availability allow) and, if Pro User, can sign in.Inactive → User will not ring in IVR/queues; historical data remains visible.

Panel Access

ON  → Pro User: Can sign in to the panel per assigned role/permissions (may consume a license).OFF → Call‑only: Cannot sign in; can still receive calls if assigned in routing.

Availability (time slots)

Example working hours: Mon–Fri 09:00–18:00 (account time zone)Add a second slot for lunch breaks if your plan supports multiple slots.

Copy‑paste sample values

Name: Priya SharmaEmail: priya.sharma@example.comPhone: +919876543210Extension: 204Role: AgentPanel Access: ONStatus: ActiveAvailability: Mon–Fri 09:00–18:00

Verify the changes

  1. Return to Manage → Users and confirm updated values (e.g., Role, Status, Extension).
  2. If you changed routing or availability, place a test call to confirm the user rings as expected.
  3. Open Call Logs to verify the call path (e.g., IVR → Sales Queue → Agent).

Success criteria: The Users table reflects your edits, and live behavior matches the configuration.

Troubleshooting & edge cases

  • Duplicate email/extension: Use a unique value; resolve conflicts and Save again.
  • No Edit option: You may lack permission—ask an Admin.
  • SSO mismatch: Update email/role in the IdP; MyOperator may show those fields as read‑only.
  • User not ringing after edits: Confirm department/queue assignment, availability window, and Status = Active.
  • Invite pending: Resend the invite if the user hasn’t activated panel access.

Get help

If edits fail or don’t apply, email support@myoperator.co with:

  • User name/ID and which fields you attempted to change
  • Screenshots of the Edit User form and any error messages
  • Timestamp of the attempt and your account name/ID

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