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Users

The Users page provides a single place to add teammates, assign group roles, and monitor real‑time availability. Users table

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Columns explained

ColumnDetails
Name / EmailSelf‑explanatory. Both are searchable from the top‑right search bar.
StatusAvailable, Busy, Offline, or Disconnected (unexpected browser disconnect).
GroupsRole‑based badges (e.g.DialAiAdmin, DialAiClient, DialAiMaintainer).
Edit✏️icon – opens the user drawer for updates.
Delete🗑️icon – soft‑deletes the account after confirmation.

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Creating a user

  1. Click Create User.
  2. Fill in the required fields:
  • Name
  • Email (must be unique)
  • Groups (at least one)
  1. Press Save. The invite email is sent automatically with a password‑set link.

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Editing a user

  1. Click the ✏️ icon on the row.
  2. Update any field (name, groups, skills, etc.).
  3. Click Save Changes.
Promote temporary admins by simply adding the DialAiAdmin group—no re‑invite required.

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Deleting (de‑provisioning)

Soft deletion retains historical reporting but blocks future logins.
  1. Click the 🗑️icon.
  2. Type the user’s email to confirm.
  3. Click Delete.

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FAQ

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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.

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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.