User Management

Manage users and their access permissions

User Management

The User Management section allows administrators to create, edit, and manage user accounts within the system. This includes setting up different user roles, configuring access permissions, and managing user statuses.

Overview

The User Management interface provides a comprehensive dashboard for managing all user accounts. The main screen displays a table listing all users with their key information and provides tools for adding new users, searching, and performing actions on existing accounts.

Key Features

• User Listing: View all users in a sortable table format
• Add Users: Create new user accounts with specific configurations
• Edit Users: Modify existing user settings and permissions
• Search & Filter: Quickly find specific users
• Bulk Actions: Perform actions on multiple users
• Role Management: Assign different roles and permissions

User Listing

The main user listing page displays all users in a table format with the following information:

Table Columns

Column	Description
#	Row number/User ID
Name	User’s full name
Email	User’s email address
Phone #	User’s primary phone number
Phone EXT	User’s phone extension (if applicable)
Status	Account status (Active, Pending, Inactive)
Created At	Date and time when the account was created
Action	Available actions (Login, Edit, Delete)

Table Controls

• Add Button: Blue button to create new users
• Show Entries: Dropdown to control number of entries displayed per page (default: 10)
• Search Bar: Search users by name, email, or other criteria
• Sortable Headers: Click column headers to sort data

Action Buttons

Each user row includes three action buttons:

• Login : Allows administrators to log in as that user
• Edit : Opens the edit form for that user
• Delete: Removes the user account (with confirmation)

Adding New Users

To add a new user, click the Add button in the top-left corner of the user listing page.

Add User Form Fields

Basic Information

• Name: User’s full name
• Email: User’s email address (used for login)
• Phone Number: User’s primary contact number
• Password: User’s login password

Account Settings

• Status: Account status (Pending, Active, Inactive)
• Role: User role (Agent, Admin, etc.)
• Dialer: Whether user can access dialer features (Yes/No)
• Use Balance: Balance allocation (User/Company)
• EXT Phone: Phone extension or area code
• Local Presence: Local presence settings (Yes/No)

Billing Configuration

• Pay for seat: Who pays for the user seat
  • “No (Company Pay for seat)”
  • “Rizzler (Direct to Rizzler)”
• Use Package Seats Limits: Package seat limit configuration
  • “No (Subscription with company card)”
  • “Yes” (if company has user limits from package)

Configuration Guidelines

The form includes helpful guidelines for different account setups:

Admin Account Setup

• Dialer: No (If dialer Yes then admin also need to pay for use.)
• Pay for seat: No (Company Pay for seat)
• Use Package Seats Limits: Yes

Agent Directly Pay To Rizler

• Dialer: Yes
• Pay for Seat: Rizzler (Direct to Rizzler)

Company Paying for Agents

• Dialer: Yes
• Pay for seat: No (Company Pay for seat)
• Use Package Seats Limits: If company have user limits from package then select Yes, if no limit remaining then select No (Subscription with company card)

Editing Users

To edit an existing user, click the Edit button in the user’s action column.

Edit User Form

The edit form displays the same fields as the add form, but with current values pre-filled. You can modify any field and save changes by clicking the Submit button.

Common Edits

• Status Changes: Activate/deactivate user accounts
• Role Updates: Change user permissions and access levels
• Contact Information: Update phone numbers and extensions
• Billing Settings: Modify payment and seat allocation settings

User Status Management

Available Statuses

• Active: User can access the system normally
• Pending: User account created but not yet activated
• Inactive: User account temporarily disabled

Status Change Workflow

1. Select the user from the listing
2. Click the Edit button
3. Change the status in the dropdown
4. Click Submit to save changes

Search and Filtering

Search Functionality

Use the search bar to find specific users by:

• Name
• Email address
• Phone number

Pagination

The system supports pagination for large user lists:

• Navigate between pages using Previous/Next buttons
• View current page number
• See total number of entries displayed

Best Practices

User Creation

• Always verify email addresses before creating accounts
• Set appropriate roles based on user responsibilities
• Configure billing settings according to company policies
• Use strong passwords for initial accounts

User Management

• Regularly review user statuses and permissions
• Update contact information when users change roles
• Monitor seat usage and billing allocations
• Archive inactive users instead of deleting them

Security Considerations

• Limit admin access to authorized personnel only
• Regularly audit user permissions
• Use the login-as-user feature sparingly and for troubleshooting only
• Implement password policies and regular updates

Troubleshooting

Common Issues

User Cannot Login

• Check if account status is set to “Active”
• Verify email address is correct
• Ensure password meets complexity requirements

Billing Issues

• Confirm “Pay for seat” settings match company policy
• Check “Use Package Seats Limits” configuration
• Verify dialer permissions are set correctly

Missing Permissions

• Review user role assignments
• Check dialer access settings
• Verify balance allocation settings

Support

For additional assistance with user management, contact your system administrator or refer to the support documentation.