Tresta makes it easy to scale your phone system as your business needs change. Add or remove users at any time without a contract or term commitments. To manage users, you’ll need to sign in to the web app.
Click the System option in the main navigation.
Note – if you are not a member of the System Admins group, you will not see this option.
Select Users from the sidebar options on the left, you can view your users with additional options to:
Add a New User
- Click the Add button
- Enter the user’s email address, and select whether to add this user to the System Admins or Billing Admins groups.
- By selecting Add Another, you may add up to 10 users at once.
Deactivate a User
To deactivate a user, select the deactivate icon on the user.
Select a user or group to replace the user you want to deactivate and confirm.
The selected user or group will appear in the call flow in place of the deactivated user as well as gain permissions to voicemails, call recordings, and messages.
Search and Filter Users
To search your users, simply begin typing in the search bar and your results will live filter.
To filter users, select the filter icon in the search bar. Here you can filter by Name, Email Address, Recently Added, and Recently Modified.
Edit a User
To edit a user, select the Edit icon on the user you want to modify.
On this screen, you’ll see options to manage:
- User Profile
- Devices
- Groups
- Subscriptions
- Voicemail
For more information on this topic, please review Your Settings.