Creating users

Process

To set up your users on the new 3CX Cloud PBX system, follow these steps

1. Navigate to "Admin > Users" in your 3CX system.
2. Click the "+ Add user" button.
3. Enter the user's email and name.
4. Choose the appropriate "ROLE" for the user:
5. "Owner" for full administrative privileges.
6. "Manager" for user creation and management.
7. "User" for managing their own account only.
8. "Receptionist" for call and live chat management without system configuration.
9. Dedicated systems offer additional security roles like "System Owner" and "System Administrator".
10. For dedicated systems, select the user's main group membership. Ideally, assign each user to a single group.
11. Provide each user with a unique "3CX Talk" link.
12. Save the settings to create the new user.
13. Repeat these steps for each team member.
14. Users will receive an email containing their account details.
15. Follow these instructions carefully to ensure smooth user setup on your new 3CX system.

Take a look at our 3CX FAQ for more information.

Reach Out

If you have any questions or need help, please reach out to us at our Intense Support page.