How to Create and Edit Users?

Creating and editing users allows you to manage system users — add new operators, update their information, assign roles, and configure access rights. This instruction will show how to create new users and edit existing ones in the Settings module.

When You'll Need This

• You need to add a new operator or administrator to the system.
• You need to update user information (name, email, role).
• You need to assign or change a user's role.
• You need to update user settings (work schedule, skill groups, dialog limits).

What's Important to Know

• User — a person who has access to the system (operator, supervisor, administrator, etc.).
• Role — a set of access rights that determines what a user can do in the system.
• User profile — information about the user (name, email, phone, avatar, role, settings).
• Password — required when creating a new user, optional when editing (only if you want to change it).

Before You Start

• You are logged in with administrator rights.
• You have permission to create and edit users (canSave).
• You know the user's information (name, email, role).
• If creating a new user, you have a password ready (or will set it during creation).

Step-by-Step Instructions

1. Open Users List

1. Go to the Settings module through Menu -> Settings or directly at /settings-page.
2. In the side menu, find the "Users" section and expand it.
3. Click on "Users" (/settings-page/users).
4. The system displays a table with all users in the system.

2. Create New User

1. In the users list, click the "Create" or "Add User" button (usually located at the top of the table).
2. A form for creating a new user opens.
3. Fill in the required fields:
   • "Email" — user's email address (required, must be unique).
   • "First Name" — user's first name (required).
   • "Last Name" — user's last name (required).
   • "Password" — password for the user (required for new users).
   • "Password Confirm" — confirm the password (must match the password).
   • "Role" — select the user's role from the list (required).
4. Fill in optional fields if needed:
   • "Avatar" — upload user's profile photo.
   • "Phone" — user's phone number.
   • "Manager" — select the user's manager from the list.
   • "Max Dialogs" — maximum number of dialogs the user can handle simultaneously.
   • "Work Schedule" — select the user's work schedule (calendar).
   • "Skill Groups" — enter skill groups for the user (text field).
   • Custom fields — if custom user fields are configured, fill them in.
5. Review all entered information.
6. Click the "Save" or "Create" button.
7. The system creates the user and adds them to the users list.

3. Edit Existing User

1. In the users list, find the user you want to edit.
2. Click on the user row or the "Edit" button in the actions column.
3. A form for editing the user opens with current information.
4. Update the fields you need:
   • "Email" — change email if needed (must be unique).
   • "First Name" — update first name.
   • "Last Name" — update last name.
   • "Password" — leave empty if you don't want to change it, or enter a new password.
   • "Password Confirm" — if you entered a new password, confirm it.
   • "Role" — change the user's role if needed.
   • "Avatar" — upload a new avatar or remove the current one.
   • "Phone" — update phone number.
   • "Manager" — change the user's manager.
   • "Max Dialogs" — update dialog limit.
   • "Work Schedule" — change work schedule.
   • "Skill Groups" — update skill groups.
   • Custom fields — update custom field values.
5. Review all changes.
6. Click the "Save" or "Update" button.
7. The system saves changes and updates the user information.

4. Assign Role to User

1. Open the user for editing (see step 3).
2. In the edit form, find the "Role" field.
3. Select the required role from the dropdown list.
4. Click "Save" — the role is assigned to the user.
5. The user receives access rights according to the assigned role.

What Happens Next

After creating a user:

• The new user appears in the users list.
• The user can log in to the system using their email and password.
• The user has access rights according to the assigned role.

After editing a user:

• User information is updated in the system.
• If the role was changed, access rights are updated immediately.
• Changes take effect immediately (no need to log out and log back in).

How to Verify Everything Worked

For new users:

• Check that the user appears in the users list.
• Verify that all entered information is displayed correctly.
• Try logging in with the new user's credentials (if you have access).

For edited users:

• Check that updated information is displayed correctly in the users list.
• Verify that the role change (if any) is reflected.
• Check that the user can access modules according to their role.

Other Ways

• Bulk operations: Some systems allow importing users from a file (CSV, Excel). Check if this option is available in your system.
• User self-registration: Some systems allow users to register themselves, but this usually requires administrator approval.

Related Materials

• View users list — how to view all users in the system
• Configure roles — how to create and configure roles with access rights
• Configure user fields — how to add custom fields to user profiles
• Configure operators in chats — how to configure operator display settings in chats

Important Notes

• ⚠️ Email uniqueness: Each user's email must be unique in the system. If you try to create a user with an existing email, the system will show an error.
• 🔒 Password security: When creating a new user, always set a strong password. The user can change it later, but initial security is important.
• 👤 Role assignment: Make sure to assign the correct role to each user. The role determines what the user can do in the system.
• 📧 Email verification: Some systems may require email verification for new users. Check your system settings.
• 🚫 Deleting users: If you need to remove a user from the system, contact your system administrator or check if there's a delete function (usually requires special permissions).