Introduction

This article provides step-by-step instructions for creating, managing, and modifying user accounts within the Qvara platform. It is intended for Qvara Administrators, Technicians, and authorized Reseller personnel who are responsible for onboarding users and maintaining account access.

Proper user management is essential for ensuring secure access control, streamlining account administration, and enabling role-based functionality across reseller and customer accounts. This documentation outlines how to add new users, configure their roles and permissions, and make updates as needed.

Note: Access to the features described in this guide is limited to users with administrative or technical roles at the Reseller or Qvara level.

Accessing the User Management Section

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1. From the main menu on the left, navigate to "System" → “Users.” This will display a table listing all users associated with your assigned accounts, based on your access level.

2. Use the dropdown filters in the top-right corner to sort users by Account, Role, or Status. You can also search for a specific user using the search bar.

Creating a New User

1. Select "+ Add User" in the upper-right corner.

2. Enter the new user’s email address and select the role they will assume.

1. If assigning a Reseller Admin or Technician role:
   
1. a toggle option will appear to enable Peer Management.
   
2. if you clicked on "Add User" before selecting an account, a dropdown menu will also appear to assign a reseller 
   
   
   
   
   

2. For Account Admins, you will be asked to assign one or more accounts using the dropdown menu.
   
   
   

3. (Optional) Enable the toggle for “Send a setup email to this user immediately” to send account activation instructions to the new user.

4. Click “Register.”

Note: The selected role determines the user’s access level. Permissions can be further customized later by an equal or higher-level technician. Please refer to the "User Roles and Permissions" article if you are unsure what permission level is warranted. 

1. From the User Table, use the search bar (top right) or available filters (Role, Status, etc.) to locate the user.

            

2. Click on the user’s name (or on the three vertical dots and Edit) to open their profile.

3. From this view, you can update the user’s:

1. Role
   
2. Assigned Reseller (if applicable)
   
3. Peer Management status (toggle available for Reseller Admins and Techs)
   
   
   

4. Note: A new "Basic User" will have a Permissions tab where you can customize the user’s access to specific platform features, including:

1. Automations: Allow user to run and manage schedules for allowed automations in UC User
2. Blocked Numbers: Allow user to manage blocked numbers for allowed accounts in UC User
3. Call Flow Settings: Allow user to manage schedules and toggles in UC User
4. Call Queues: Allow user to manage allowed call queues in UC User
5. Call History: Allow user to run reports and look up call history for allowed accounts in Reports
6. Digital Faxing: Allow user to send and receive digital faxes for allowed phone numbers in UC User
7. Extension Settings: Allow user to manage basic settings (like call forwarding) for allowed extensions in UC User
8. Phonebooks: Allow user to manage entries for allowed phonebooks in UC User
9. SMS/MMS Messaging: Allow user to send and receive SMS/MMS for allowed phone numbers in UC User
10. Voicemail: Allow user to listen, download, and delete voicemails from allowed extensions in UC User > Voicemails

Impersonate Feature

1. A yellow banner may appear near the top of the page with a purple “Leave Impersonation” link. This banner is not always visible and depends on the access level of the user you’re impersonating.

            

2. If the yellow banner is not visible, you can also end the impersonation by clicking your account icon in the lower-left corner of the screen. From the pop-out menu, select “Leave Impersonation”. This will also display the name of the user you are currently impersonating.

Note: you cannot impersonate more than one account at a time. You must "leave impersonation" before trying to impersonate another account.