Settings
Users
Provision, edit, or deactivate users in your organisation.
Users
The Users page provides a single place to add teammates, assign group roles, and monitor real‑time availability.
Columns explained
| Column | Details |
|---|---|
| Name / Email | Self‑explanatory. Both are searchable from the top‑right search bar. |
| Status | Available, Busy, Offline, or Disconnected (unexpected browser disconnect). |
| Groups | Role‑based badges (e.g.DialAiAdmin, DialAiClient, DialAiMaintainer). |
| Edit | ✏️icon – opens the user drawer for updates. |
| Delete | 🗑️icon – soft‑deletes the account after confirmation. |
Creating a user
- Click Create User.
- Fill in the required fields:
- Name
- Email (must be unique)
- Groups (at least one)
- Press Save. The invite email is sent automatically with a password‑set link.
Editing a user
- Click the ✏️ icon on the row.
- Update any field (name, groups, skills, etc.).
- Click Save Changes.
Deleting (de‑provisioning)
Soft deletion retains historical reporting but blocks future logins.
- Click the 🗑️icon.
- Type the user’s email to confirm.
- Click Delete.
FAQ
Why can’t I edit the email address?
For audit integrity, a user’s primary identifier is immutable. Create a new account instead, then delete the old one.
What does Disconnected mean?
The agent’s websocket closed abruptly (tab lost focus, network drop). They appear offline to the router until they refresh or re‑login.