Creating new users

Add new users to your company's account

Here's how to add new users to a company account:

  1. Log in via the admin link: (Note: use the same username and password as you do when logging in to Digital Samba for meetings)
  2. Click on Users on the menu located on the left-hand side and then click Add User.
Creating new users

Here are some of the options you'll find under each tab when creating a new user:

  1. Fill in the required fields with information for the new user under Profile:
    1. First name
    2. Last name
    3. Email address
  2. Create a username and password for the account under Account Details
  3. Further down the page under Account Details, you will be able to set the account as Active or Inactive and if the account has an expiration date.
  4. Under the Service Plan tab, choose what type of service plan you will assign to this user from the drop-down menu.
  5. For Telephony, you can choose which PhoneSync server the account will have and the assigned phone number, along with many other options. (Notethis feature is only available with certain Digital Samba plans).
  6. When you're ready, simply click on Create User at the bottom right-hand side.

        Your new user will appear on the Active Users list.

        Active Users

        Quick tip: users can log in using their e-mail address or username; both options will work.