Manage Your Users

Let's take a look at managing users in Dialpad.

View Active Users 

To view your active Users, head to your Admin Settings from Dialpad.com.

1. Navigate to Office Settings
2. Click Users
3. Select the Active Users Tab
   

Here, you'll see all accounts with assigned licenses.

In this overview tab, you can see the user name, email address, phone number & extension, and license type.

You can also add or remove team members and edit user permissions.

View Reserved Numbers

When an Admin deletes a User, or removes a previously assigned number in Dialpad, the number goes into your Reserve Pool. 

To view your Reserve Pool, head to your Admin Settings from Dialpad.com 

1. Navigate to Office Settings
2. Click Users
3. Select the Reserved Numbers tab

This tab displays all your unassigned numbers and shows you who the number was last for and in what office, as well as the date it was unassigned.

Easily reassign or delete reserved numbers from this tab.

View Deleted Users 

Need to see a list of recently deleted users? Deleted users can be restored for 72 hours after initial deletion. 

To view your deleted users, head to your Admin Settings from Dialpad.com 

1. Navigate to Office Settings
2. Click Users
3. Select the Deleted Users tab

Any users that have been deleted less than 72 hours prior will show up here. 

After 72 hours, users will be permanently deleted and all records associated with those users will be anonymized.

Bulk User Management 

Easily update multiple Users at the same time using our simple checkbox selector. The following actions can be applied in bulk: 

• Delete User
• Add or remove admin access
• Add or remove analytics Permission

To bulk update users:

1. Select the checkbox to the left of their names
2. Choose which action you'd like to apply

That's it, Dialpad will instantly update the user. 

Keep in mind if you grant analytics access, it will only apply to Charting Data and not Call History; you must be a Company Admin in order to do this.

Proxy Access Into User Account

Need to take a closer look at a user account or help troubleshoot an issue they're experiencing? In those cases, proxying into an account may be what you're looking for.

Note that proxying only allows access to accounts and web settings, not the Dialpad app itself.

From Dialpad.com, navigate to Admin Settings

1. Select Users and click the drop down menu beside Options
2. Select Admin 
3. Select Proxy Login

While proxying, you'll see a banner at the top to indicate that any changes to the user's account will be completed immediately. Use the Back button to exit the proxy login.

Proxying is available through the Enterprise Support portal as well, but you'll need to be on the Enterprise plan. Both the Pro plan and the Enterprise plan allow you to proxy through the method shown above.

Transfer Licenses

If you're on a Pro or Enterprise Plan, Company Admins can easily transfer licenses across all of their offices without needing to repurchase licenses for a specific office.

To transfer licenses, head to your Admin Settings at Dialpad.com 

1. Select Company Settings 
2. Select Transfer Licenses
3. Select the Offices you need to transfer licenses and select Next
4. Select the quantity and type of licenses to be transferred and select Next

   
   

   
5.  Review the transfer and select Confirm transfer

   
   

   

Transfer Users to a Different Office

Did a team member move to a new office? No problem! If you're on a Pro or Enterprise Plan, Company Admins can easily transfer users from one office to another.

When a user is transferred to a new office, they keep the phone number and settings they had previously. There is no other change to the user's account besides the office they are associated with.

1. Head to your Admin Settings at Dialpad.com 
2. Navigate to Office
3. Select Users
4. Select Options beside the name of the user you'd like to transfer
5. Select Admin 
6. Select Transfer
7. Choose the office you would like to transfer the user to
8. Select Next  
    
9. Review the transfer summary, click Save