Create a new user (Edify Console)

This article explains how to create a new user in Edify Console.

Steps

1. Log into Edify Console at console.edify.cx.

2. Navigate to Account > Users.

3. Click the New User button in the top-right corner of the screen.

4. Fill out the following fields in the Create User modal:

• Template

• License Type

• First Name

• Last Name

• Email

• Extension

• Create Another

5. Click Save to create the user or click the x button to cancel.

• An email will be sent to the user’s email address with a temporary password to log in to Edify App. Ensure that the necessary permissions are enabled in the User Permissions container. Otherwise, the user may have insufficient permissions to log into Edify App or Edify Console.

Tip: Use the Add All toggle in the User Permissions container, then disable permissions you don't want the user to have.

Create User breakdown

Template

A template lets you configure settings for all the containers in Users for a specific type of user. You can apply this template when creating a new Edify user, so you don’t have to manually configure each setting in Users. 

If there are already user templates on your Edify account, you can select one to apply to the creation of the new user. If none are listed, there are none available.

License Type

Select a license type for the user based on what functionality you want them to have.

See Edify Pricing for more information.

First Name

This field is where you enter the new user’s first name. The first name is displayed to coworkers and customers if the user manages interactions in a queue. This field can be modified in Users in Edify Console and by the user in Edify App.

Last Name

This field is where you enter the new user’s last name. The last name is displayed to coworkers in UC chat and in the softphone directory. This field can be modified in Users in Edify Console and by the user in Edify App.

Email

This field is where you enter the new user’s business email address. This email address is viewable only to internal coworkers through profile details in chat. This field can be modified by an admin in Edify Console.  

Extension

This field is where you enter the new user’s extension number. This is the number used to contact this user directly. Choose a unique extension that is not already in use.

Create Another

The Create Another checkbox allows you to quickly add additional users by opening a new Create User immediately after clicking Save. If you leave this box unchecked, you will be directed to the User’s list view workspace immediately after clicking Save.