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2.6 Add a new user

Add New User Modal

Selecting Add New User at the top right of the Users list opens a modal titled Add New User.

Complete the form:

FieldWhat to enter
First NameThe user's first name.
Last NameThe user's last name.
User NameThe unique login identifier this user will sign in with. It cannot be changed afterwards, so agree to a convention before you start creating accounts.
Login PasswordThe initial password for the account. Select the eye icon to reveal the characters and confirm what you typed.
Display NameThe name shown for this user across the platform, including in the account menu and the Users list.
Select RolesThe role or roles for this user. See below.
Email AddressThe user's email address, used for credentials and notifications.

Select Roles. The dropdown offers exactly two options, Tenant Admin and User. The field arrives pre-filled with User, so a role is already applied before you touch it. Selected roles appear as tags inside the field. Select the dropdown to add a role, and select the x on a tag to remove that role. More than one role can be assigned to the same user.

The dropdown also renders a blank, highlighted, selectable option above Tenant Admin and User. It is not a role. Ignore it and select one of the two named options.

Save or discard -​

  • Select Add to create the account.
  • Select Cancel to close the modal without creating the user.
  • Select the X at the top right of the modal to close it without saving.

How this form validates. No field on this form is marked as required, and Add is clickable on a completely empty form. Nothing is checked as you type and nothing is greyed out to stop you. Validation runs only after you select Add. Two practical consequences:

  • Fill in all seven fields before selecting Add. Do not treat a clickable Add as confirmation that the form is complete.
  • The Email Address field is an email-type input, so the browser applies its own format check on that one field, for example rejecting a value with no @. That check is the browser's, not the product's.

After the account exists, complete two more steps before the user can make calls: map them to telephony and unlock PBX and voice access (see 2.11).

Figure key, Add New User modal​

  • Modal title, Add New User.
  • X close control, top right of the modal.
  • First Name field.
  • Last Name field.
  • User Name field.
  • Login Password field, with the eye icon that reveals the characters.
  • Display Name field.
  • Select Roles field, pre-filled with the User tag, with the x on the tag and the dropdown arrow.
  • Email Address field.
  • Cancel button.
  • Add button.