- 31 Jul 2023
- 9 Minutes to read
Manage Your Users
- Updated on 31 Jul 2023
- 9 Minutes to read
Dialpad lets you manage active users and reserved numbers from within a single menu. You're able to see names, email addresses, numbers, license types, and other account details.
Let's take a look at managing users in Dialpad.
Company and Office Admins are able to manage users in an Office. If you're a Company Admin on the Pro or Enterprise plans, you also have proxy access to remotely access users' accounts and can even transfer licenses and users between offices.
Visit this Help Center article to learn more about Admin privileges.
View Active Users
To view your active Users, head to your Admin Settings from Dialpad.com.
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.
View Reserved Numbers
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
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
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
- Select Users and click the drop down menu beside Options
- Select Admin
- 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.
Office Admins will not see this feature by default; a Company Admin must enable it for them first.
From Dialpad.com, a Company Admin must navigate to Admin Settings > Users > Options > Privileges and select Give Proxy Access.
As an Office Admin, that user will then be able to proxy into another account.
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.
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
- Select Company Settings
- Select Transfer Licenses
- Select the Offices you need to transfer licenses and select Next
- Select the quantity and type of licenses to be transferred and select Next
- Review the transfer and select Confirm transfer
Only unassigned licenses can be transferred, however, Users can be transferred to different offices on the same pricing plan, as noted below.
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.
- Head to your Admin Settings at Dialpad.com
- Navigate to Office
- Select Users
- Select Options beside the name of the user you'd like to transfer
- Select Admin
- Select Transfer
- Choose the office you would like to transfer the user to
- Select Next
- Review the transfer summary, click Save
If you transfer a User to an office located in a different country than the User’s current office, any local numbers and fax numbers currently assigned to this User will be removed, and a new number will be assigned to the User (in the country of their new office).
Transferring Users internationally is only possible if the two offices are on the same price level.