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Creating Users and Assigning Roles

After signing up at the CommPeak user portal, you can create more users for your CommPeak account and assign roles to them. You must be a registered user to contact the CommPeak support via any channel.

To open user settings, go to SETUP in the main menu and select the Users tab.

The tab displays the number of users currently associated with your account, their credentials and roles, and shows which of the user accounts is the main one.

Creating New Users

To create a new user:

  1. Click on the plus sign next to the number of users.
  2. In the window that appears, enter the credentials for the new user. The password must be at least eight characters long and contain uppercase and lowercase letters and digits.
  3. Select the needed check boxes to assign one or more roles to the user:
    • Admin: combines the privileges of all the other roles.
      Additionally, they can view, add, edit, and delete other users and assign roles to them, except for the main user and other users with the Admin role.
      Only the main user can grant or revoke this role.
    • Reports: the user can run reports.
    • Tech. Configuration: can change SIP account settings, configure DIDs, and access Labs. 
    • Finance: has permissions to view the voice and SMS pricing and the profile, including payment history and other tabs related to finance.
    • Orders: the user can view invoices.
  4. Click CREATE USER.
    The new user will appear in the user list.

Changing the Main User

By default, the main user, or the account owner, is the one created when you sign up at the CommPeak user portal. The account owner is granted all the possible permissions by default. 

IMPORTANT
Only the main user can pass this role to other users.

To make a user the account owner:

  1. Click the eye icon on the user's line.
  2. In the window that pops up, select the new permissions for the former main user, or choose to delete him/her.

  3. Click SAVE CHANGES.

The main user will be changed.

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