Creating Users and Assigning Roles
After signing up at the CommPeak user portal, you can create more users for your CommPeak account and assign roles to them. Such additional users are considered registered users who can contact CommPeak support via any channel, submit support requests and see their request history.
To open user settings, go to SETUP in the main menu. The Users tab will open.
The tab displays the number of users currently associated with your account, their credentials and roles, and shows which of the user accounts is the main one.
Creating New Users
To create a new user:
- Click on the plus sign next to the number of users.
- In the window that appears, enter the name, email, and credentials.
The password must be at least eight characters long and contain uppercase and lowercase letters and digits.
- Select the needed checkboxes to assign one or more roles to the user:
Admin: combines the privileges of all the other roles.
Additionally, they can view, add, edit, and delete other users and assign roles to them, except for the main user and other users with the Admin role.
Reports: the user can run reports.
Tech. Configuration: can change SIP account settings, configure DIDs, and access Labs.
Finance: has permissions to view the voice and SMS pricing and the profile, including payment history and other tabs related to finance.
Orders: the user can view Invoices.
- Click CREATE USER.
The new user will appear in the user list.
Changing the Main User
By default, the main user, or the account owner, is created when you sign up at the CommPeak user portal. The account owner is granted all the possible permissions by default.
To make a user the account owner:
- Click the eye icon on the user's line.
- In the window that pops up, select the new permissions for the former main user, or choose to delete him/her.
- Click SAVE CHANGES.
The main user will be changed.