Adding new users into CloudTalk is really easy and quick. Just locate the Agent's tab in the dashboard and click on Add Agent button in the upper right corner.

You can also configure the user’s permissions in a way you consider necessary for their work.

General Settings

Registration

Fill in the agent’s First Name, Last Name, and Email address. The first and last name will be used to identify the agent in call history, list of internal contacts, etc.

Email address will be used for signing-up, email notifications, and receiving voicemail.

Assigning an extension

If you wish to assign an extension to the agent, click on "Do you want to set up an extension?" The Extension field will then appear, allowing you to add a four-digit extension of your choice to be used for internal calls. If you leave the field empty, CloudTalk will automatically select the next extension in line. Please note that this is only customizable now and cannot be edited at a later time.

Adding passwords

You will need to create a password for each agent, but they are able to reset the password later and change it into something that is more secure.

Setting up user interface

Each user can choose the interface in any language that suits him/her the most. This option is located under the "Language" in your admin interface. Our current dashboard language options are English - UK, English - US, Slovak, and Czech. Other languages can be used with the addition of the Google Translate Chrome Extension.

You can give the user following roles and related permissions:

  • Administrator – can manage the whole company and make calls.

  • Analyst – can view statistics, as well as play and download recordings of all assigned agents. This user cannot make phone calls.

  • Supervisor – can do the same activities as Analyst, however, Supervisor can also make phone calls, manage contacts and configure Predictive Dialer.

  • Agent – the most common type of user that can make phone calls, view call history, play recordings of their own phone calls, manage contacts, etc.

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