After signing up at the CommPeak Portal, you become the account owner or the main user. You can create multiple users for your account, as many as you wish, and assign various roles to them.
To open the Users page, expand Settings in the left pane, then click Users.
The page displays the number of users currently associated with your account, their credentials, roles, and departments they belong to, and shows which of the user accounts is the main one (the account owner).
User Roles
Before you create users, define which roles you will assign them.
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.
NOTE
Only the main user can grant or revoke the Admin's role.
Reports: the user can run reports.
Tech. Configuration: can change SIP Account and Caller ID settings, access the Speech-to-Text, SMS, and LookUp sections, and run CDR reports.
Finance: has permission to access the Billing section and change profile settings.
Orders: the user can access the Speech-to-Text, SMS, and LookUp sections.
All the users within your account can contact CommPeak support via any channel, submit support requests, and see their request history.
Creating Users
To create a new user:
Click on the plus sign next to the number of users.
In the sidebar that appears, enter the new user's 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 and define which department (s)he belongs to.
Click CREATE USER. The new user will appear in the list with the Pending Confirmation status.
To complete the verification, they must click Activate my account in the email they get.
Deleting Users
Your ability to delete users depends on your role and the role of the user you want to delete.
The account owner can delete any user.
Admins can delete users except for the account owner and other admins.
To delete a user, click on the trash icon on the user's line and confirm your action.
Changing the Main User
By default, the main user, or the account owner, is created when you sign up at CommPeak Portal. The account owner is granted all the possible permissions by default. This user has a checkmark on their line in the Main Account column.
IMPORTANT
Only the main user can pass this role to other users.
To make a user the account owner:
Click the eye icon on the user's line.
In the sidebar 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.