Table of Contents
Overview
Aloware Team automatically creates a user for the account owner. Account Owner has an Admin Role who will add other users respectively.
What are Users?
Users are the people within the organization that log in to Aloware, with specific roles and access.
As Admin, you have full access to everything. You can create Lines, add users, delete ring groups, change routing, or modify any contact. You can view each agent's activity, and control Agent's access to Aloware.
As Agent, you have read access to all your Lines, users, contacts, and sequences. You may also make or take calls, and send or receive messages from your contacts.
Prerequisites
Only admins can add and delete Aloware users
Adding a New User
There are 2 ways to add users to Aloware:
Using the + button from the dashboard
To do this, click on the "+" button, and click User; or
Navigating to Users menu
Navigate to Users menu in the left sidebar, and click the "+Add User" button
Fill in the user's information:
First name
Last name
Email - User will receive the password to his active email
Role - assign the role of the user
Password - Select a password type either Manual or Auto-Generate
Answer Type - set how the user will answer calls
Backup routing (Beta) - Call routing will check if the user is online on Aloware. Enabling this, the backup phone number will ring if the user is not available.
Once done, click the Add button.
The successfully added user will display in the list of users in the user dashboard.
Read more about Setting up User's Profile
Deleting a User
Navigate to the Users menu in the left sidebar
If there are multiple users, the admin can use the search bar and search for the username he wants to delete
Click the Delete button
Click OK. Deleting the user will also delete all the reports associated with the username.
Confirmation
A successful notification will display when the user is successfully deleted.
