Users

Adding a New User
To add a new user, begin by clicking the "+" button. Enter the user's full name, email address, SMS number, and fallback number. The Virtual Front Desk system will then send an invitation to the new user, allowing them to access their dashboard with the provided username and password. If the user’s status shows as "Pending," it means they need to log in to their dashboard to accept the pop-up invitation in their dashboard to switch teams if they already have an existing account. Do not toggle on the "MS Teams call queue" option. This feature is for MS Teams call queues only.

Global Admin, Admin and Regular users

The email address used to create a new Virtual Front Desk account will automatically be assigned as the global administrator for that account. This role cannot be transferred or changed unless a new account is created.

By default, all new users added to the account will have regular user roles with limited access to features. However, you can promote any regular user to an admin role by selecting "Admin" in the user’s settings under the user management section.

Please note that the global admin cannot join groups and is the only user with access to the Microsoft AAD directory search engine, available to those who login using the Microsoft SSO option as an admin for the MS Teams integration.

User Notifications

Each user has the ability to opt in or out of email and SMS notifications. If a user is not receiving notifications, please ensure the toggles are switched on.

Additionally, each user can set their own call forwarding number, which will only be activated for actions specifically assigned to that user.