Manage and Configure Users

Module: Admin App

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

1. Locate the user you wish to remove. 

2. Click Delete.

3. 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

Need further help? Contact [e-mail] or call [phone].