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Adding New Users

Note that new users added from within User Management will be visible in other Eleveo applications after a delay of up to 10 minutes.

To add a new user, go to the Users screen and click the Add user button on the right side of the user list.

The Add user screen will display.

Configure as necessary:

  • Username (mandatory)

  • Email – email address of the user (Not mandatory, however, it is recommended that a valid email address be entered. This is especially important as the email address is used to send notifications and to reset passwords.)

  • First Name – first name of the user

  • Last Name – last name of the user

  • Time zone – time zone of the application (when not selected, the value from Realm Settings is used)

  • User Enabled – by default, every new user is enabled, the switch allows for the deactivation of the user

  • Email Verified – indicates if the user's email address was verified or not

  • Groups – groups to which the user will be assigned (can be selected from the already existing groups)

  • Required User Actions – actions required after the user's login

  • Locale – language of the application (when not selected, the default language is English)

Most of the fields are self-explanatory. In case of any doubts, hover the mouse pointer over the exclamation mark to display a descriptive tooltip.

Note the following settings

Time zone

The Time zone setting enables the users' time zone to be configured. As a result, the user will see all data in Eleveo in the selected time zone, instead of the default time zone (the value from Realm Settings). Select a time zone from the Time zone drop-down menu.


The Locale setting enables the users' default language to be configured. As a result, the user will see a localized version of User Management, as well as other Eleveo applications which are using User Management credentials. Select a language from the Locale drop-down menu.

The user is, however, able to change this setting later at any time:

Required actions

Required Actions are tasks that a user must finish before they are allowed to log in. A user must provide their credentials before the required action is executed. Once a required action is completed, the user will not have to perform the action again. The built-in required action types are:

  • Update Password – when set, the user must change their password

  • Configure OTP – when set, the user must configure a one-time password generator on their mobile device using either Free OTP or Google Authenticator (this feature is not officially supported)

  • Verify Email – when set, the user must verify that they have a valid email account (an email will be sent to the user with a link they have to click; once this workflow is successfully completed, they will be allowed to log in)

  • Update Profile – this required action asks the user to update their profile information, for example, their name, address, email, and/or phone number

In order to add required actions for an individual user, access the user's Details tab. Select an action from the Required User Actions drop-down menu.

It is possible to add more than one Required User Action. To remove the selected action from the list, click the x sign next to the action's name.

Click Save to confirm and add a user. A notification will display to confirm the addition of the user. The configuration page for the new user will display.

To find out how to configure additional user settings, credentials, as well as Phone Extension and Agent ID, required in order to correctly match agents to calls, roles and groups, see the Editing Users page.

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