> ## Documentation Index
> Fetch the complete documentation index at: https://docs.dialai.ca/llms.txt
> Use this file to discover all available pages before exploring further.

# Users

> Create, edit, and de-provision tenant operator accounts

<Frame caption="The Users page — operator accounts for your tenant">
  <img className="block dark:hidden" src="https://mintcdn.com/dialai/EsqzawSH-Dz3cVjI/images/users-light.png?fit=max&auto=format&n=EsqzawSH-Dz3cVjI&q=85&s=79c14809e3e494347b5110e5912909ca" alt="Users page in light mode" width="1920" height="911" data-path="images/users-light.png" />

  <img className="hidden dark:block" src="https://mintcdn.com/dialai/EsqzawSH-Dz3cVjI/images/users-dark.png?fit=max&auto=format&n=EsqzawSH-Dz3cVjI&q=85&s=eb048fafdb5b3c07f6d1ed8c6315a489" alt="Users page in dark mode" width="1920" height="911" data-path="images/users-dark.png" />
</Frame>

The **Users** page is where you onboard, edit, and de-provision the operators who use the platform — the people who monitor conversations, build flows, take handoffs, and run campaigns. Every user belongs to one or more roles, and roles determine what they can do.

## Accessing Users

Navigate to **Settings > Users** in the left sidebar.

## What's on the page

The users table lists every operator account in your tenant.

| Column     | What it shows                                                                                              |
| ---------- | ---------------------------------------------------------------------------------------------------------- |
| **Name**   | Display name. Searchable from the filter.                                                                  |
| **Email**  | Login email. Searchable from the filter.                                                                   |
| **Status** | Current availability — `Available`, `Busy`, `Offline`, or `Disconnected` (websocket dropped unexpectedly). |
| **Groups** | Role badges (e.g., **DialAiAdmin**, **Maintainer**, **Read-Only**).                                        |
| **Edit**   | Open the edit drawer for this user.                                                                        |
| **Delete** | Soft-delete the account after confirmation.                                                                |

Top-right actions:

* **Filter** — narrow the list by name, email, status, or role.
* **Bulk Add Users** — onboard many users at once via CSV.
* **Create User** — open the single-user create form.

## Creating a user

<Steps>
  <Step title="Click Create User">
    Opens the create form.
  </Step>

  <Step title="Fill in name and email">
    The email must be unique within the tenant. An invite email with a password-set link is sent automatically.
  </Step>

  <Step title="Assign at least one group">
    Roles drive access. See [Permissions](/permissions) for what each role allows.
  </Step>

  <Step title="Save">
    The user appears in the table immediately.
  </Step>
</Steps>

## Bulk onboarding

Click **Bulk Add Users** to provision many accounts at once. Useful when standing up a new team or seeding a fresh tenant.

## Editing a user

Click the edit (pencil) icon on a row. The drawer exposes:

* **Groups** — add or remove role memberships.
* **Status** — manually set availability.
* **CSR User** — flag this account as a human agent eligible for routing.
* **Skills** — assign [Skills](/operations#skills) used to match handoffs to this user.
* **Voice Calls** — toggle whether voice calls can be routed to this user.
* **Max Chats / Max Emails** — concurrency caps (0–10 each).
* **Mobile Phone Number** — PSTN destination for transferred calls.

<Tip>To promote a temporary admin, just add the **DialAiAdmin** group. No re-invite required.</Tip>

## De-provisioning

<Steps>
  <Step title="Click the delete icon">
    The confirmation dialog asks you to type the user's email to confirm.
  </Step>

  <Step title="Confirm">
    The account is soft-deleted — historical reports keep referencing it, but the user can no longer sign in.
  </Step>
</Steps>

## Read-only fields

Username, first name, last name, and email are immutable after creation. To change any of these, create a new account and de-provision the old one.

## What "Disconnected" means

The user's browser websocket closed without a clean sign-out (tab closed, network drop, sleep). They appear offline to the router until they re-open the app.

***

## Related

<CardGroup>
  <Card title="Permissions" icon="lock" href="/permissions">Roles, scopes, and what each role lets a user do.</Card>
  <Card title="Personal Configuration" icon="user-gear" href="/personal-configuration">What an individual user can tune for themselves.</Card>
  <Card title="Operations: Skills" icon="screwdriver-wrench" href="/operations#skills">Define the skills users select for routing.</Card>
</CardGroup>
