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How to manage users in Aloware

Admins add users, choose each user's role, and manage existing users from the Users page in Aloware Admin, including the license confirmation shown when adding a user and the actions in each user's menu.

Written by Laarni D

The Users page in Aloware Admin lists everyone on your account. From it, admins add users, set each user's role and settings, and pause, suspend or delete users.

To open it, sign in to Aloware Admin and click Users in the left menu.

Users in the left menu of Aloware Admin


User roles

Each user has one role. Choose it in the Role field when you add or edit a user. The page shows a short description under each role:

  • Admin: Admins have full access to everything.

  • Supervisor: Supervisors have limited admin access. For details, see Supervisor role in Aloware.

  • Agent: Agents have read access to all your lines, users, contacts, and sequences. Agent's visibility can be configured in Visibility.

When the role is Admin, a Billing admin toggle also appears. Its description reads: This user will be responsible for billing, invoices, and payments.


Adding a user

Follow these steps to add a user:

  1. On the Users page, click Add user.

  2. In Profile, enter the First name, Last name and Email. The Description is optional.

  3. Choose the Role.

  4. To set what the user can see and which teams they join, open Visibility and Teams in the left menu of the form.

  5. Click Add user at the top right.

The Profile section also has the Aloware Talk Lite toggle. To learn more, see Aloware Talk Lite.

Add user on the Users page


License confirmation

When an Admin or Billing Admin clicks Add user, a confirmation shows how the new user's license is billed. Which dialog appears depends on whether your account has free licenses.

If your account has free licenses, the Add user dialog says: "This user fills 1 of your [N] licenses available for the billing period ending [date]. No additional charges will be incurred." [N] is the number of free licenses.

If your account has no free licenses, the Purchase a new license dialog opens instead. It shows the end of the current billing period and says: "You will be charged a prorated amount for this billing period, then the regular license fee each billing period after that."

The number of available licenses goes down by one after you add a user. Once the last free license is used, the next Add user opens the Purchase a new license dialog.


User settings

To open a user's settings, click the user's name. You can also click the user's menu (...) and select Settings.

The left menu of the settings page has these sections:

Inboxes lists the inboxes the user belongs to. Inboxes add users in their own settings, on the Inboxes page.

Inboxes section of a user's settings

Click Save at the top right to keep your changes.


Finding users

Use the controls at the top of the Users page to narrow the list:

  • The search box (Search name, email or ID).

  • Active and Deleted.

  • Active, Paused, Suspended and All, each with a count of users.

  • All roles.

Search and filters on the Users page

The page also shows the note Suspended users are billable.


More options on the Users page

The More menu next to Add user has these options:

More menu on the Users page


Managing a user

Each row on the Users page has a menu (...) with these actions:

  • Activity

  • Settings

  • Timeline

  • Add to team

  • Log in as

  • Pause

  • Suspend

  • Delete

On your own row, the menu shows only Activity, Settings, Timeline and Add to team.

A user's settings page also has Pause at the top right. Its More menu has Activity, Test call, Help and Delete.


Viewing a user's timeline

Select Timeline in the user's menu to open the user's timeline for a date range.

Timeline in the user's menu

A user's timeline


Viewing a user's activity

Select Activity in the user's menu to open the user's activity page.

Activity in the user's menu

A user's activity page with communication metrics


Adding a user to a team

Select Add to team in the user's menu, then choose the team.

Add to team in the user's menu

Choosing a team for the user


Logging in as a user

Select Log in as in the user's menu.

Log in as in the user's menu


Deleting a user

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