Manage Users
Give teammates the right access, invite new people, and review account and sign-in status.
In the CRM: Manage Users
Choose the right page
Manage Users contains four different views. An active account is allowed to use the service; it does not mean that person is online right now.
| Menu item | What it shows |
|---|---|
| Active Users | Enabled accounts in the part of the organization you manage. |
| Inactive Users | Accounts that have been disabled. |
| Online User | Recorded browser sign-in sessions, with device and login information. |
| Invite Users | Invitations that are pending, accepted, expired or cancelled. |
Choose a role
Use the role that matches the person’s work. The available choices depend on your own role, company setup and plan.
| Role | Typical use |
|---|---|
| Agent | A teammate doing their assigned calls, messages and CRM work. |
| Super-agent | A trusted team manager with broader access within the company. This is not unrestricted server-administrator access. |
| Buyer | A customer receiving leads, calls or appointments in an eligible appointment-business account. This is a different role from a staff agent. |
| Client | An organization account. Creating or inviting a client is available to authorized administrators. |
Invite someone or create the account yourself
Invite Users sends a setup link so the recipient can complete their own details. An invitation alone does not create an active account. Use this when the new person should handle their own onboarding.
Active Users → User actions opens the manual account-creation flow. It asks you to complete the person’s details and any applicable extension or package steps. Review any seat or payment requirement before submitting.
Use the right action for the situation
Enabling or disabling a user can also change their subscription and phone extension. Terminating a browser session signs that device out; it does not remove the account. Deleting a user is a separate operation with its own review screen.
| Need | Where to go |
|---|---|
| Review or change a user’s details | Active Users → the row’s Action → Details. |
| Restore a disabled account | Inactive Users → the correct row’s Action → Enable. |
| Sign out a browser or investigate an unfamiliar device | Online User → inspect the session before using its Action menu. |
| Replace an expired invitation | Invite Users → Resend when available. |
| Withdraw a pending invitation | Invite Users → Cancel. |