Creating a user ensures secure access to the platform and allows you to assign appropriate roles and permissions based on responsibilities. Let's check out how to create and manage Users in VoiceStack.
| Note: This configuration is available only for VoiceStack users. User details for Practice Management System (PMS) integrated users are fetched from the PMS. |
How to Create a New User
1. Navigate to Configuration > General Settings > Users.
The User screen displays a list of all registered users.
2. Click the Create User button.
3. Specify the required details on the displayed screen:
First Name: Enter the First name of the user.
Last Name: Enter the Last name of the user.
Email: Enter the professional email address for the user.
Location: Choose the location(s) the user can access.
4. Click Create User.
Remove an Existing User
Locate the user you wish to remove.
Click Delete.
Confirm the action in the pop-up message.
| Note: Only Super Admins or the user’s creator can delete a user. |
Additional Features
- Search Bar: Use the search bar to find users.
- Filter by Location: Filter users by the location of the practice.
For detailed steps on assigning roles:
Refer to Create & Manage Admin Users
Refer to Setting Up Agents in the Admin Dashboard.
Support / Contact
Need further help? Contact support@voicestack.com or call 407-833-6436.