Getting Started 2 min read

Adding a New User

This guide explains how to create a new user in the Click2Call portal, configure their access level, and send them their login details. Each user gets their own secure login to the portal, allowing them to manage their own extension, view call recordings, and access features based on the permissions you assign.

1

Navigate to Logins

Log in to the Click2Call portal, click the Account tab in the top navigation bar, and then select Logins from the left-hand navigation menu. This section lists all existing users on your account.

2

Add a New User

Click the Add New User button to open the user creation form. The user's email address will serve as their username for logging in to the portal.

Add a new user form in the Click2Call portal.

Key fields to complete:

  • First Name & Last Name: The user's full name as it will appear in the portal and on call records.
  • Email Address: This becomes the user's login username. A welcome email with login instructions is sent to this address.
  • Access Level: Controls what the user can see and do. Administrator provides full account access including billing and configuration. User restricts access to their own extension and call history only.
  • User Restrictions: Tick this box to prevent the user from deleting call recordings — useful for compliance and quality assurance purposes.
  • Two-Factor Authentication (2FA): When enabled, the user must verify each login via a one-time code sent to their email address, adding an extra layer of security.

Once all fields are completed, click the Add New User button to save. The new user will appear in the Logins list immediately.

3

User Receives Welcome Email

After the user is created, the system automatically sends a welcome email to the address you provided. This email contains a link for the user to set their own password and access the portal for the first time. If the user does not receive the email, ask them to check their spam or junk folder, or use the Resend Welcome Email option from the Logins list.

4

Assign an Extension (Optional)

Once the user login is created, you can link it to an extension so the user can make and receive calls. Navigate to Extensions & Users in the portal, select the relevant extension, and assign the new user's login from the dropdown. This allows the user to log in to a softphone or desk phone using their credentials. See the Adding a New Extension guide for full details.

Frequently Asked Questions

How many users can I add to my account?
There is no limit on the number of user logins you can create. You can add as many users as your team requires at no additional cost.
What is the difference between an Administrator and a User?
An Administrator has full access to all account settings, including billing, call flows, phone numbers, and all other users' call recordings. A User can only access their own extension, their own call history, and any features you have not restricted.
The new user did not receive their welcome email — what should I do?
First, ask the user to check their spam or junk folder. If it is not there, go to Account > Logins, find the user, and use the Resend Welcome Email option. If the issue persists, verify the email address is correct and contact our support team.
Can I change a user's access level after they have been created?
Yes. Go to Account > Logins, click the edit icon next to the user, and update their Access Level. Changes take effect immediately on their next login.
How do I delete a user?
Go to Account > Logins and click the delete icon next to the user you wish to remove. Deleting a user does not affect their associated extension or any call recordings — it only removes their portal login access.

Related Guides

Adding a New Extension Activating Your Account Adding a Phone Number

Still need help?

Our Australian support team is available to assist you.

Contact Support Call 1300 884 879