Create New Users as a White Label Administrator

Create users as a White Label Administrator and assign roles, permissions, and customer account access.

White Label Administrators can create users and assign them to customer accounts. Use this process when you need to add an administrator, technical user, conference user, or standard user.

Only administrators can create users.

Create a user

  1. Log in to your 2talk account.
  2. Open your account menu.
  3. Select Your Team.
  4. Select Create New User.
  5. Enter the required user details.
  6. Choose the role and account access for the user.
  7. Click Add User.

Your Team menu

Create new user form

User roles

  • Account Administrator
  • White Label
  • Tech
  • Conference
  • Standard User

Account assignment

Choose the account the user should access. You can search by account name or account number.

You cannot create a new user with an email address that is already in use. If the person already has a user profile, add the existing user to the customer account instead.

After creating the user

The new user appears in the user list. To let the user sign in, send a password reset email or invite them to activate access, depending on the account workflow.

New user in user list

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