Create a new user (Edify Console)

Edify Console > Account > Users > Create a new user (Edify Console)

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

In this article

Overview

You can create new users for your Edify account in Edify Console. Once a user is created, you can configure several additional settings to address how they can use Edify, like setting the user’s license type and enabling other access. These settings are configured in the User Permissions container of the user’s profile.

Before customizing the user’s individual settings, you first need to create the user’s account. To create a user account, you must complete these six fields of the Create User form:

  • Set a template (if applicable)

  • Select a license type

  • User’s first name

  • User’s last name

  • User’s email address

  • User’s extension number

After the user has been created, and the user’s specific permissions are defined, you are ready to further customize the user’s settings. This can include:

  • Updating and adding more basic settings (like who the user reports to or the user’s title)

  • Voice configurations

  • Voicemail configurations

  • Queue settings

  • And more

Visual breakdown

  • Template: The Template menu allows you to select a user template to apply to the creation of this new user profile. The menu options available here are dependent on the templates that have been built on your Edify account. If you have not built a template, there aren’t any options listed in this menu.

  • License Type: The License Type menu allows you to define the user’s license type for their account. The menu options here are ‘Huddle Basic’ (now known as Huddle EX) and ‘Huddle ML’ (now known as Huddle CX). A Huddle EX license allows the user access only to Edify’s unified communications tools whereas a Huddle CX license allows users access to both Edify’s unified communications tools as well as the queue workspace to manage interactions.

  • First Name: This field is where you enter the new user’s first name. This name is what is displayed to coworkers in chat and the softphone directory. If the user is a queue user that manages webchat interactions, then this is also the name that’s displayed to customers during those interactions. So, it’s important to note that this name is viewable to both internal and external audiences. This field can be modified at any time both by a Huddle admin in Edify Console and by the user in Edify App.

  • Last Name: This field is where you enter the new user’s last name. This name is what is displayed to coworkers in UC chat and in the softphone directory. So, it is important to note that this name is viewable to your business’ internal audience. This field can be modified at any time both by a Huddle admin 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 where the user’s temporary password is sent, and it’s also the email used for logging into Edify. This email address is viewable only to internal coworkers through profile details in chat. This field can be modified by an admin at any time after the user’s account is created.

  • Extension: This field is where you enter the new user’s extension number. This is the number used to contact this user directly. Once you enter this number, Edify Huddle automatically checks to verify that the extension number isn’t currently used by another person, queue, or ring group on your account. This field can’t be modified after the user has been created.

  • Create Another: The Create Another checkbox allows you to more quickly add additional users by clearing the form once one user is created so you can immediately complete the required fields again for each additional user you need to create. If you don’t check this box when you need to create multiple users in one sitting, the system returns you to the Users list view workspace and requires you to click the New User button to reopen the Create User form for each user.

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. Configure the following fields per your requirements:

  1. Template (if you have a preconfigured template you want to base the new user from)

  2. License Type

  3. First Name

  4. Last Name

  5. Email

  6. Extension

5. Click the Create Another checkbox if you want to immediately create another user after creating this user.

6. Click the Save button to create the user or the x button to cancel.