How to Invite a New User to Your Dialpad Account

Created by MaidThis Support, Modified on Mon, 2 Jun at 12:45 PM by MaidThis Support

Prerequisites

You must be a Company Admin or Office Admin.
Ensure you have an available user license. If not, purchase additional licenses before proceeding.

Step-by-Step Guide

1. Access the Admin Portal

Navigate to https://dialpad.com and log in with your admin credentials.
Click on your profile icon and select Admin Settings.

2. Navigate to the Users Section

In the left-hand menu, click on Office.
Select Users to view the list of current users.

3. Add a New User

Click on the Add User button.
Enter the email address of the new user.
Press Enter or click Add to proceed.

4. Assign a Phone Number

Under the Edit section, you'll see a list of available numbers.
Select a number to assign to the new user.
Click Add to confirm the assignment.

5. Review and Confirm

Review any billing changes associated with adding the new user.
Click Confirm to finalize the addition.

6. User Invitation

The new user will receive an email invitation to join your Dialpad account.
They must follow the instructions in the email to set up their account.

Tips

License Management: To purchase additional licenses, go to Admin Settings > Billing > Licenses.
User Roles: After adding users, you can assign roles such as Office Admin or Analytics Manager by clicking on Options > Admin next to the user's name.
Proxy Access: To assist users directly, you can proxy into their accounts by selecting Options > Admin > Proxy Login next to their name.