Active Users

Open Manage Users → Active Users. Enter a name, login ID or email in Advanced Search, then select Go. Administrators can have extra category and organization filters.

1. Check the spelling and clear old search terms if the person is missing.
2. Use the page controls to move through results. Show All removes the usual page-size limit within the current view; it does not expand your permissions.
3. Check the person’s name and login details before opening a row action.
4. If an account was disabled, look in Inactive Users. If the person has not completed an invitation, look in Invite Users.

The columns vary by role. A company owner can see the user’s name, account age, numbers, package, extension, call-forwarding control, profile and available actions. Administrative views can include additional company, team, billing or server fields.

Active refers to the account’s enabled state. For browser sessions, open Online User. For phone registration, check the user’s Voice & extension information. For chat availability, use the chat’s own presence indicator.

You can instead use Invitations → Invite agent to let the recipient complete their own setup. Opening the manual wizard does not by itself create a user.

1. Open User actions and choose Add agent. Choose Add super-agent only when the person needs the available management privileges. Add buyer is for eligible lead or appointment buyers.
2. Complete Basic Info, including the person’s name, email and the required sign-in fields. Use the password generator if that option is shown.
3. Continue to Location and fill the required address details.
4. For an agent, review Extension Settings, including the extension and caller-ID choices offered by the account. Other account types can have package and payment steps instead.
5. Review any seat limit, package or charge shown. Submit only after the details are correct, then wait for the result.
6. Return to the list and find the new account. If the response was interrupted, check the list before creating another account.

• Invitation workflow →
• Phone extension setup →

Use an individual row for a single person. The top Disable → All control is a bulk operation; do not assume it applies only to a checked row or a visible search result.

Disabling is different from deleting. Read the returned result and check the account state afterward, especially if a subscription or phone-system step reports an error. Deletion may be queued, so a submitted request is not proof that every cleanup step has finished.

1. Reopen the relevant account and confirm the intended details or role.
2. After changing an extension or call-forwarding setting, verify the intended phone behavior with that user.
3. After disabling a user, check Inactive Users. After creating or enabling one, check Active Users.
4. If the page reports an error, keep the exact message and account name for support rather than repeatedly submitting the same change.

• Inactive Users →
• Online User →
• My Profile →