Designating a User as a System or Billing Admin

You might find the need to have more than one system or billing admin on your Tresta cloud phone account. It’s simple to give any user access to the settings for the system and billing.  

There are two ways in Tresta to accomplish this:

  1. When creating a new user.
  2. When a user already exists.

Let’s get started. Here is how to designate a user as a system and/or billing admin.

When Adding a New User

  1. If you’re a system administrator, login to the web app. Click on the Settings tab to get started.
  2. Next, click on the Users tab in the System Components.
  3. Click on the +Add User button in the upper right corner of the Users page. Doing so will bring up the Add User window.
  4. Fill out the information in the Add User window. Provide an email (preferably one associated with the business) and select an extension number.
  5. Enable System and/or Billing Admin access. These options are to the right of the extension dropdown menu. Click the buttons to grant access to one of both admin options.
  6. Click the Invite User button at the bottom of the Add User window. This action sends an email to the one you provided for the user. They must access the web app from the invitation to be activated. This also gives them the opportunity to add the device(s) where they’ll receive their calls and customize their personal settings.
  7. Once you’ve provided all routing information, click the Save button. This returns you to the Call Flows screen where your new call flow is viewable next to the intended phone number. This means it has been successfully added to the phone number.

When Working with an Existing User 

  1. If you’re a system administrator, login to the web app. Click on the Settings tab to get started.
  2. Next, click on the User Groups tab in the System Components.
  3. Click on the Edit icon in the upper right corner of the Billing or System Admins User Groups boxes. Doing so will open the Edit User Group page.
  4. Located the Members section and click the +Add Member link. Doing so brings up a new dropdown menu where you select the appropriate user to add. Click on the use within the menu if they are not automatically brought up with the dropdown menu.
  5. Click the red Save button in the upper right corner of the Edit User Group page. This returns you to the User Groups page where you can see the user images of the admins in those groups.
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