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Premier - Managing Users in Your Portal

The Users tab in your Voiply portal helps you manage account users, their extensions, outbound caller ID settings, and role permissions. It provides a clear overview and editing tools to keep your team organized and your communication flowing smoothly.

🔍 Search and View Users

Use the Search field to quickly locate a user by name or email. You’ll see a list of active users along with key information:

  • User Name & Extension (e.g., Ext: 203)

  • Email Address

  • Roles (Voice, Admin, Owner)

  • Outbound Caller ID

  • Actions (Edit, Reset, or Remove the user)

 


⚙️ Editing a User's Settings

To update user information, click the ✏️ Edit icon under the Actions column.

This opens a popup window where you can manage key details:

User Settings Popup

Inside the popup, you can:

  • Update the Email Address: This is used for logging in, receiving voicemails, and other notifications.

  • Send Invitation: Use the Send Invitation button to email access instructions to the user.

  • Assign Roles:

    • Voice: Standard access to calling features.

    • Admin: Permission to manage portal settings.

    • Owner: Full administrative and billing access.

  • Set Outbound Caller ID: Choose the public-facing number used when this user makes outbound calls.

Don’t forget to click Save to apply any changes.


➕ Adding a New User

Click the + New User button at the top of the Users tab to invite someone new. You must have an available license to proceed (displayed at the top of the page).


❌ Removing a User

If a user no longer needs access, you can remove them using the ❌ icon under Actions. This also frees up their license slot for a new user.


📱 Voiply Apps

At the top-right of the Users tab, you’ll find download links for Voiply’s mobile and desktop apps, available for:

  • Android

  • iOS

  • Windows

  • Mac

This makes it easy for your team to stay connected on the go.


🆘 Need Assistance? Contact Voiply's Support

If you run into any issues while managing users, just reach out to our friendly Voiply Support team via chat or email at support@voiply.com.