# 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 - [x] You are logged in with administrator rights. - [x] You have permission to create and edit users. - [x] You know the user's information (name, email, role). - [x] 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 via `Menu -> Settings`. 2. In the side menu, find the **"Users"** section and expand it. 3. Click on **"Users"**. 4. The system displays a table with all users in the system. ### 2. Create New User 1. In the users list, click **Add user** in the page header. 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"** — select skill groups from the list (multi-select). - **"Allow connection over limit"** — allows connecting to dialogs even when max dialogs is reached. - **"Limits by channels"** — separate dialog limits for different channels (Telegram, Viber, etc.). - **Additional fields** — if [user fields](/en/settings/how-to/configure-user-fields.md) are configured, fill them in (**List** and **List from API** types use dropdowns, not plain text). The **Configure fields** link in the form opens user field settings in a **new tab** so you do not lose entered data. 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"** — change skill groups (select from list). - **"Allow connection over limit"** — enable or disable as needed. - **"Limits by channels"** — update separate limits per channel. - **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. ### 5. Log In as User (verify operator permissions) If you have the **Login as user** permission or are a root administrator, the edit form of an **active** user (other than yourself) shows a **Login as user** button. It replaces your session with the selected user's session — useful for checking the interface from the operator's perspective. Full instructions: [Log in as user](/en/settings/how-to/login-as-user.md). --- ## 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](/en/settings/how-to/view-users.md) — how to view all users in the system - [Configure roles](/en/settings/how-to/configure-roles.md) — how to create and configure roles with access rights - [Configure user fields](/en/settings/how-to/configure-user-fields.md) — how to add custom fields to user profiles - [Configure operators in chats](/en/settings/how-to/configure-operators.md) — global operator display settings in chats - [Log in as user](/en/settings/how-to/login-as-user.md) — verify the interface as a selected operator --- ## 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).