Users

View and manage users and work groups for a given Ytel account. This settings page contains two tabs: Users, and Work Groups.

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Users (click to expand)

Users

On the user settings page you’ll find the following form elements:

  1. Account: Select the account or subaccount you’d like to manage users for.
  2. Create User: Click to create a new user.
  3. Show Columns: Show and hide columns displayed in your user table.
  4. Export: Export your list of users to CSV.
  5. Row Actions: Delete users no longer needed.
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User Deletion

Please note that deleting a user is permanent.


Create User

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Create User (click to expand)

  1. First Name: First name for the new user.
  2. Last Name: Last name for the new user.
  3. Email: Email address for the new user.
  4. Phone Number: Non-Ytel phone number for the new user.
  5. Password/Confirm Password: Enter a password in both text boxes to ensure they match.
  6. Select Roles: This controls what the user will have access to within the Ytel Application. Options are:
    1. Inbox
    2. Contacts
    3. Workflow
    4. Numbers
    5. Webphone
    6. Reporting
    7. Billing Admin
    8. Users & Accounts
    9. Assets
  7. Assigned Account: The account the new user will be assigned to.