User accounts are managed centrally through the main Admin Dashboard. Once a user is created in the admin panel and the user logs in for the first time, their account automatically syncs with other modules. This prevents the need for separate login accounts for each different module.
Creating a New OctopusCX User Account
As an OctopusCX admin, log into the OctopusCX Admin Dashboard (
app.octopus.com).From the side menu, navigate to User Management. (
app.octopuscx.com/octopus-dashboard/user-management)Click the + Add User button.
Fill in the new user's details: Email, Name, Account, Roles, and a temporary Password.
Click Save. The new account will now appear in the main user list.
Activating the User Account
For the new account to fully sync across all integrated modules, the user must log in at least once.
Have the new user log in with the credentials you created.
After their first login, the account will be active and will appear in the user lists within the relevant platform modules.