Before you start
- You need an admin role yourself to create other users.
- Decide the person’s role before you start — see Roles and permissions.
Steps
1
Go to Users
In the left navigation, select Users.
2
Start a new user
Select Add user.
3
Enter their details
Enter their Email, a Password of at least 8 characters, and a Display name.
If they’ll take calls, enter a SIP extension for their softphone.
4
Assign a role
Choose Admin, Supervisor, or Agent. You can narrow or extend what they can
see and do afterward — see Roles and permissions.
5
Save the user
Select Save. Share the email and password with them directly — Get2Dial does not
send a set-password link. If your workspace has email notifications turned on, they
also receive an email with the sign-in URL.
Verify
The new user appears in Users with the role you assigned, and they can
sign in with the email and password you set.
Common problems
- They can’t sign in. Confirm you typed the email correctly — it can’t be changed after the account is created. Double-check the password you shared matches exactly.
- They didn’t get a notification email. Email notifications are off by default per workspace. Share the sign-in URL and password directly instead of relying on email.
- They can’t see a screen they need. Their role’s default capabilities might not cover it — see Roles and permissions to grant it individually.