> ## Documentation Index
> Fetch the complete documentation index at: https://docs.voxo.co/llms.txt
> Use this file to discover all available pages before exploring further.

# Users

> This guide provides step-by-step instructions for managing user accounts in the Omnia Admin Portal.

## This guide provides step-by-step instructions for managing user accounts in the Omnia Admin Portal.

<Warning>
  This document applies to the following user roles within Omnia:

  Account Administrator
  Partner Administrator
</Warning>

### Accessing User Management

1. **Navigate to Port Requests:**
   Go to the [Admin Portal](https://app.voxo.co/dashboard) and sign in.
   Click the **Account** tab to expand it, then select **Users**.

![](https://colony-recorder.s3.amazonaws.com/files/2024-06-23/caedd27b-86b2-4c8b-bc5d-8e0b1f8394f9/stack_animation.webp)

### Viewing Users

2. **View Users:**
   The table displays the following columns:

* **Email**: The email address of the user.
* **Role**: The role assigned to the user (e.g., Account Admin, Partner Admin, User).
* **Extension**: The phone [extension](https://scribehow.com/shared/Omnia_Admin_Extensions__-L9BuyfORwK9dnYrMhXwQg?referrer=documents) assigned to the user.
* **Direct Dials**: The direct dial numbers assigned to the user.
  Click the **sort icons** next to the column headers to arrange items in ascending or descending order.
  Additionally, you can use the search bar to find specific users and the export button to download a list of users as a CSV file.

![](https://colony-recorder.s3.amazonaws.com/files/2024-06-23/577c6284-e099-42d2-a015-b61ef46ab4a7/stack_animation.webp)

### User Account Roles Description

3. #### Partner Admin:

* **Role:** Full administrative access across all accounts under the Partner Admin Account and settings within the platform.
* **Permissions:** Can create, edit, and delete other users, including other partner admins. Has the highest level of control over the system.

#### Account Administrator:

* **Role:** Manages specific accounts assigned to them.
* **Permissions:** Can create, edit, and delete users within their assigned accounts. Cannot edit or delete partner admins.

#### Reports Administrator:

* **Role:** Focuses on generating and managing reports.
* **Permissions:** Can access reporting features and generate reports for analysis. Cannot manage users or account settings.

#### Queue Manager:

* **Role:** Manages call queues and queue-related settings.
* **Permissions:** Can assign agents to queues, manage queue settings, and monitor queue performance. Has limited access to account-wide settings.

#### User:

* **Role:** General user with access to basic features needed for their role.
* **Permissions:** Limited to using assigned features such as managing their calls and accessing relevant data. Cannot manage other users or account settings.

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-06-23/b2ffde7f-a91e-4612-887b-aabbfeb223a5/File.jpeg?tl_px=92,69\&br_px=951,550\&force_format=jpeg\&q=100\&width=860\&wat_scale=76\&wat=1\&wat_opacity=1\&wat_gravity=northwest\&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/F43F5E_standard.png\&wat_pad=402,212)

### Creating a New User

4. **Create New User:**

* Click the **Add New** button to open the new user form.

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-06-23/ee0faa91-89d9-4ad2-bb46-2ecc617e2cef/ascreenshot.jpeg?tl_px=665,0\&br_px=1525,480\&force_format=jpeg\&q=100\&width=860\&wat_scale=76\&wat=1\&wat_opacity=1\&wat_gravity=northwest\&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/F43F5E_standard.png\&wat_pad=740,133)

5. **Enter User Details:**

* **Enable Operator Panel Access:** Check this box if the user should have access.
* **Email:** Enter the user’s email address.
* **Time Zone:** Select the appropriate time zone for the user.
* **User Role:** Select the role for the user from the dropdown menu.

**Note**: You cannot edit your own user account.

![](https://colony-recorder.s3.amazonaws.com/files/2024-06-23/b56e5856-3f2e-43c5-ade2-10f75bc4e146/stack_animation.webp)

6. **Assign Accounts and Extensions:**

* **Assign Accounts:** Select the accounts the user will have access to.
* **Home Account:** Set the home account for the user. This applies only to the Account Administrator role.
* **Assign Extension:** Assign an extension to the user.

![](https://colony-recorder.s3.amazonaws.com/files/2024-06-23/e9645b79-45ea-4d5d-96b5-1a3ef7a733c6/stack_animation.webp)

7. **Enable Reporting Features (Optional):**

* Toggle on/off the reporting features if needed.
* Enable receiving queue manager reports.
* Enable receiving queue agent reports.

![](https://colony-recorder.s3.amazonaws.com/files/2024-06-23/76e92b06-2ddb-4a8a-a438-ad10fda025d3/stack_animation.webp)

8. **Assign Queues:**

* **Assign as Manager to Queues:** Select the queues where the user will be a manager.
* **Assign as Agent to Queues:** Select the queues where the user will be an agent.

![](https://colony-recorder.s3.amazonaws.com/files/2024-06-23/0a8e80e2-5c79-4a23-ab9a-5e0d30dbd1c8/stack_animation.webp)

9. **Complete the Creation Process:**

* Click the **Create** button to finalize the new user.
* If you need to cancel the creation, click the **Cancel** button.
* A confirmation message will pop up asking, "Confirm User Creation? Please tell the new user to check their email for the invite that will contain their login information."
* Click **Yes** to proceed with creating the user.
* The new user will receive an email with their login information.

![](https://colony-recorder.s3.amazonaws.com/files/2024-06-23/793898ff-5bbd-4568-802a-07dea4be86ec/stack_animation.webp)

### Editing a User Account

10. **Select the User:**

* Navigate to the user list.
* Click on the user you wish to edit or click the **edit** button next to their name.

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-06-23/725ed7d8-37dc-4a1b-9f05-95d8ba010ea4/ascreenshot.jpeg?tl_px=665,215\&br_px=1525,696\&force_format=jpeg\&q=100\&width=860\&wat_scale=76\&wat=1\&wat_opacity=1\&wat_gravity=northwest\&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/F43F5E_standard.png\&wat_pad=579,212)

11. **Reset Password and Send Invite:**

* A checkbox will be available to **Reset password and send invite?**
* Check this box if you need to reset the user's password and send them a new invite.

![](https://colony-recorder.s3.amazonaws.com/files/2024-06-23/144eac89-3d0d-4295-823a-46bbeccf735c/stack_animation.webp)

12. **Edit User Details:**

* Make any necessary changes to the user's details.

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-06-23/e9b7022c-f7d4-45ee-a0df-471b17a9533a/ascreenshot.jpeg?tl_px=307,0\&br_px=1167,480\&force_format=jpeg\&q=100\&width=860\&wat_scale=76\&wat=1\&wat_opacity=1\&wat_gravity=northwest\&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/F43F5E_standard.png\&wat_pad=402,31)

13. **Save Changes:**

* After making the necessary edits, click **Save**, then **Update** to confirm.

![](https://colony-recorder.s3.amazonaws.com/files/2024-06-23/2b121084-d60b-42e0-8d34-83e507b74951/stack_animation.webp)

### Deleting a User

14. **Deleting a User:**

* Select the user from the list and click the **Delete** button.
* Click **Yes** to confirm.

![](https://colony-recorder.s3.amazonaws.com/files/2024-06-23/1112f632-93f3-4d33-9a09-a1fccd55f61e/stack_animation.webp)