Transfer Data Easily With User Management

Save time and transit to CloudTalk seamlessly. Use API or CSV bulk import to upload users, easily assign permissions, transfer call queues, and manage ringing strategies.

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Seamlessly Manage Your Call Center

Leverage Bulk Upload

Upload users and assign permissions in bulk via CSV or open API.

Personalize User Info

Assign skills, levels, and permissions per user or group for a quick setup.

Select Ring Strategies

Manage ring strategies (Round Robin, FFA, Ring All…) & call queues per group.

What is User Management?

User Management lets you efficiently control and organize access to your call center system. You can create, modify, and assign roles to individual team members, ensuring that everyone has the right level of access to perform their tasks effectively.

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How Does User Management Work?

With the User Management feature, you can quickly add new users, assign specific roles, and update their permissions to reflect changes in responsibilities. This tool also offers insights into user activity, helping you monitor performance and maintain accountability across your team.

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4 Benefits of User Management

Enhance Your Team Collaboration

Group users by departments or roles to streamline internal communication. Ensure that everyone works together effectively, unifying your customer service.

Simplify Your User Management

Import your users quickly and efficiently. Save time by uploading user data via CSV or API bulk import. Eliminate manual errors with a seamless import process.

Streamline Calling Operations

Effortlessly manage call queues during data migration. Transfer ringing strategies and routing rules with ease. Ensure no downtime or service interruptions.

Set Permissions With Few Clicks

Assign and adjust user permissions in bulk. Ensure security and control by managing access levels during import. Simplify onboarding processes for new users.

Do hours worth of work in a single bulk.

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User Management in CloudTalk

Upload Users in Bulk

You can upload a batch of agents and choose the settings that will apply to all of them, rather than setting up each agent profile one by one. This way, you can also add admin, supervisors, and analysts.

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Manage Your Agents

Add new users into CloudTalk the easy way. You can also configure the user’s permissions necessary for their work as you see fit. Just choose “Agents” from the menu and then click on “Add agent”.

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Manage Ring Groups

Assign agents to various ring groups based on your unique needs. You can create different ring groups for different departments, like Sales Support, Customer Support, Finance, Complaints, and more. 

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Turn your CloudTalk into a much larger and powerful tool

Expand your business toolstack with a business calling software that can be easily integrated into your existing CRMs, ecommerce or helpdesk tools, like Salesforce, Freshdesk, Help Scout, and dozens more.

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