How do I add a new user (Agent, Manager, Admin) or change the default permissions for a user role in MyOperator?

⚡ Quick answer — Web Panel → Manage → Users → Add New → fill name, email, mobile, extension, work schedule, role, and (optionally) toggle Pro-License and set their Role in Advanced Settings for dashboard access. Set optional call‑receiving hours.

Click Save; an invite email is sent, and the user is live immediately.

When should I use this guide?

Use it whenever you hire a new teammate, need to grant dashboard access, or want calls routed to a new extension.

1. Difference between user and pro license

To receive incoming and make outgoing calls, a person should be added as a user in the MyOperator account. After adding a person's number as a user in MyOperator, they can receive and make calls. To log in to the Admin panel to view logs and reports and do other admin activities, the user should have Pro license access.

There are three roles of a pro license.

1. Administrator
2. Manager
3. Call agent

• Administrator: They have full access to the Admin app. They can add users and perform all activities in the account. They have full access to logs.
• Manager: They have their department's log access. A user with a pro license can be assigned as manager of any department. They cannot change settings or add new functionality to the account, but they can perform call- and log-related actions. Example: incoming call, add contact, follow-up.
• Call agent: The Call agent can have their own call view access. They can only view and track their logs and can perform call- and log-related actions on these logs.

User vs Pro User

2. Prerequisites

Watch the video walkthrough

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3. Role & licence matrix

4. Step-by-step: add a single user

1. Log in with Admin credentials.

MyOperator panel

2. Sidebar → Manage → Users → Add New (top-right).

Choose Manage, then click Users

3. Update/edit the user's information:

1. Name, Business email (unique)
2. Mobile and Alternate mobile (optional)
3. Extension (unique)
4. Time schedule to receive calls (default 24 h)
5. Under Advanced settings, toggle ON Pro-License if dashboard access is needed
6. Select Role (Agent / Manager / Admin)

Fill the form

4. Click Save.

5. How can I search if a number/user is already added?

To check if a user or number is already added to your MyOperator panel:

1. Use the Search bar at the top right to enter the user's name or phone number.
2. Press Enter or click the Search icon.
3. If the user exists, their details will appear in the results.

Caption: Access the users by going to Manage, Users and then type in the Search Bar to find the number

6. Success checklist

• ✓ New user appears in Manage → Users with correct role/license with Status = Active.
• ✓ Invite email received (check Spam).
• ✓ Test call to extension rings within the defined schedule.

Success criteria: The user shows as Active in Users, can access the panel (if Pro User), and receives calls according to routing and schedule.

7. Edge cases & limits

• Email exists error – address is already in another workspace; use an alias or contact Support to release.
• Extension conflict – choose an unused number.
• License limit reached – disable Pro on an inactive user or buy more seats.

8. When the user can’t sign in or receive calls

1. Pro-License off → dashboard access denied (Agent only).
2. Schedule outside working hours → calls don’t ring.
3. Call Flow excludes the new user → add them to the queue/department.

9. How many Users can I add to one account?

Short answer: It depends on your subscription plan. Here are the typical limits:

• Nano: up to 3 users
• Swift: up to 10 users
• Creta: up to 10 users
• Enterprise: Unlimited users

10. Add more users (two paths)

Path A — Upgrade your plan

1. Go to Billing → Current Plan.
2. Select View Plans/Change Plan and choose a plan with a higher user allowance.
3. Confirm the change.
4. Return to Manage → Users and add your new users.

Path B — Free up a slot without upgrading

1. Open Manage → Users.
2. Identify users who no longer need access.
3. Click Edit → Deactivate or Remove the user.
4. Add the new user once the slot is available.

11. Can I create a role according to my choice?

Not right now. MyOperator supports three predefined user roles—Administrator, Manager, and Call Agent. You cannot create new custom roles or edit role permissions.

12. Troubleshooting & escalation

Still stuck? Email support@myoperator.com with:

• Account/Workspace and User name/ID
• Screenshot of the Users list and/or Edit User screen
• What you expected vs what you observed (e.g., can/cannot sign in)

Keywords: add user, create agent, assign extension, pro-license, MyOperator

Updated on: 27/11/2025