Let's take a look at managing users in Dialpad.
Who can use this feature?Company and Office Admins are able to manage users in an Office. If you're a Company Admin on the Pro or Enterprise plan, you also have proxy access to remotely access users' accounts. Visit this Help Center article to learn more about Admin privileges. |
View Active Users & Reserved Numbers
From Dialpad.com, navigate to Admin Settings > Office Settings > Users.
You'll see dedicated tabs for Active Users and Reserved Numbers (if available on your plan).
In the Active Users tab, you'll see all accounts with assigned licenses. You can also add or remove team members and edit user permissions.
Use the Reserved Numbers tab to reassign or delete reserved numbers.
Looking to move an existing user to a different license? Please reach out to a member of our Dialpad Support Team for assistance!
Filtered Search
Find exactly who or what you're looking for. Filtered search allows you to identify users by license type, permissions, and add-ons.
You can also use the search bar to find specific users quickly.
Bulk Actions
Choose multiple users to complete certain actions in bulk. Select the empty checkbox to the left of their names, then return to the top of the page to see Delete Users, Add/Remove Admin Access, and Add/Remove Analytics Permission buttons.
Keep in mind that, 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 > Users > Options > Admin > 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 as described above.
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.