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Managing Existing Users

 1 Minute



On the Users page under the Users menu, you have a number of management options:

  • Search for users
  • View user details
  • Create new users
  • Reset passwords and update user accounts
  • Apply actions to users in bulk

At the top of the Users page, you can apply various filters to search for the needed user(s).
New in 2022/01/02 release You can filter by files used for mass user upload. Just apply one or more filters and click Search.

Below, you can see the list of users with their details.

To add a new user account, click Create New User on the right. Find more about creating users in this article‍.

Applying Actions to Users

You can apply various actions to one user or to multiple users at once.

Single User

To apply actions to one user:

  1. Go to the Actions column and click Select action.
  2. Select an action and perform further steps if applicable, as described in the table below.
Action Description
Edit Modify user settings. Then click Save.
Reset Password Create a new password for the user. See details in the section below.
Activity View and search extended user activity records.
Activity (Live) View the summary of the recent activity records. 
Delete User Click OK to delete the user and unassign their leads.

Multiple Users

To apply actions to multiple users:

  1. Select users to whom you wish to apply mass actions. You can set search filters available at the top of the Users page and click Search.
  2. Select an action from the dropdown list at the bottom of the page. If you wish to assign skills, tags, or roles, select those from another box that appears. You can apply actions to selected users, those matching the filter or all users.
    Delete action will delete selected users from the system and unassign all their leads. 
  3. Click Process.

Resetting Passwords

To update a user's password, click Select action on the user's line and choose Reset Password.

  1. Click Select action on the user's line and choose Reset Password.
  2. Confirm your action in the pop-up window.

You will see a temporary password appear at the top of the screen. Copy the password right away, while it’s on the screen, and share it with the user. Next time when the user logs in to Dialer, they will be prompted to create a permanent password. 

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