How do I add a new user (Agent, Manager, Admin) or change the default permissions for a user role in MyOperator?

How do I add a new user (Agent, Manager, Admin) or change the default permissions for a user role in MyOperator?

⚡Quick answer -

Web Panel → Manage → Users → Add New → fill name, email, mobile, extension, work schedule, role, and (optionally) toggle Pro-License and set their Role in Advance Settings for dashboard access. Set optional call‑receiving hours.

Click Save; an invite email is sent, and the user is live immediately.

When should I use this guide?

Use it whenever you hire a new teammate, need to grant dashboard access, or want calls routed to a new extension.

1. Difference between user and pro license

To receive incoming and make outgoing calls, a person should be added as a user in the MyOperator account. After adding a person's number as a user in MyOperator, they can receive and make calls. To log in Admin panel to view logs and reports and do other admin activities, the user should have Pro license access.

There are three roles of a pro license.
1. Administrator
2. Manager
3. Call agent

  • Administrator: They have full access to the Admin app. They can add a user and all activities in the account. They have full access to logs
  • Manager: They have their department's log access. The user who has a pro license can be assigned as manager of any department. They can not change any settings or can not add new functionality to the account, but they can perform call and log-related actions. Example: Do incoming call, Add contact, Follow-up
  • Call agent: The Call agent can have their own call view access. They can only view and track their logs and can perform all call and log-related actions on these logs.

User 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

2. Prerequisites

Requirement

Why it matters

Admin role with User Management → Add/Edit

Permission to create users

Free Pro-License seat

Needed for dashboard/report access

Unique email & extension

Cannot exist in another workspace

Watch the video walkthrough

3. Role & licence matrix

Roles control who can access which features in your MyOperator account. Using the right role keeps data secure, speeds onboarding, and prevents accidental changes.

Role

Receives calls

Dashboard access

Needs Pro-License?

Agent

Yes

No

Optional

Manager

Yes

Limited (Reports)

Yes

Admin

Yes

Full

Yes

4. Step-by-step: add a single user

  1. Log in with Admin credentials.

image.png

Alt text: MyOperator panel

  1. Sidebar → Manage → Users → Add New (top-right).

image.png

Alt text: Choose Manage, then click Users

  1. Update / edit the user's information:
    1. Name, Business email (unique)
    2. Mobile & Alternate mobile (optional)
    3. Extension (unique)
    4. Time schedule to receive calls (default 24 h)
    5. Under Advanced settings, toggle ON Pro-License if dashboard access is needed
    6. Select Role (Agent / Manager / Admin)

image.png

image.png

Alt text: Fill the form

  1. Click Save.

5. Success checklist

✓ New user appears in Manage → Users with correct role/licence with Status = Active.

✓ Invite email received (check Spam).

✓ Test call to extension rings within the defined schedule.

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

6. Edge cases & limits

• Email exists error – address is already in another workspace; use alias or contact Support to release.

• Extension conflict – choose an unused number.

• Licence limit reached – disable Pro on an inactive user or buy more seats.

7. When the user can’t sign in or receive calls

  1. Pro-License off → dashboard access denied (Agent only).
  2. Schedule outside working hours → calls don’t ring.
  3. Call Flow excludes the new user → add them to the queue/department.

8. How many Users can I add to one account?

Short answer: It depends on your subscription plan. Here are the typical limits:

  • Nano: up to 3 users
  • Swift: up to 10 users
  • Creta: up to 10 users
  • Enterprise: Unlimited users

9. Add more users (two paths)

Path A — Upgrade your plan

  1. Go to Billing → Current Plan.
  2. Select View Plans/Change Plan and choose a plan with a higher user allowance.
  3. Confirm the change.
  4. Return to Manage → Users and add your new users.

Path B — Free up a slot without upgrading

  1. Open Manage → Users.
  2. Identify users who no longer need access.
  3. Click Edit → Deactivate or Remove the user.
  4. Add the new user once the slot is available.

10. Can I create a role according to my choice?

Not right now. MyOperator supports three predefined user roles—Administrator, Manager, and Call Agent. You cannot create new custom roles or edit role permissions.

11. Troubleshooting & escalation

Issue

Quick fix

Invite email missing / Status of user = Pending

Check Spam / Resend invite from Manage → Users → ⋮

Seat limit reached

Remove Pro from the unused user or purchase

User not receiving calls

Ensure they’re added to the correct department/queue and their call‑receiving time includes the current time.

Extension conflict

Choose an unused extension within your plan’s range.

Still stuck? Email support@myoperator.com with:

  • Account/Workspace and User name/ID
  • Screenshot of the Users list and/or Edit User screen
  • What you expected vs what you observed (e.g., can/cannot sign in)

Keywords: add user, create agent, assign extension, pro-license, MyOperator

    • Related Articles

    • Which role is assigned to the new user?

      Short answer: Basic role. When you add a New User to your MyOperator account, they’re assigned the Basic role by default. Admins can change this after the invite is sent or any time later. When this applies Use this guide if you just invited a ...

    • How can I change the default permissions for the user or role?

      Use role-based permissions to give teammates only the access they need. In MyOperator, default permissions are set at the role level (Administrator, Manager, Basic/Call agent). To affect a single user, change their role or use a customized role if ...

    • What permissions are assigned to each role?

      MyOperator Pro has three user roles with a clear hierarchy. Use roles to apply least-privilege access, keep data secure, and make audits simple. Roles at a glance Administrator (Admin / Super admin) — Full, account-wide control across all data and ...

    • 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 ...

    • How can I change the role for an added user?

      Use roles to give teammates just the access they need. Follow these steps to change a user’s role. When & why Apply least-privilege access for security and compliance. Update responsibilities when people join, move teams, or leave. Prerequisites ...