Help index · People & phones
Add users
Create agents and managers, copy the temp password once, and set roles.
Tenant owners and admins add people at Admin → Users (/admin/users).
The Owner is created when the landlord sets up the company. You cannot create another owner here.
Add someone
- Open Users.
- Under Add user, enter Name, Email, and Role: - Admin — same Admin portal as the owner (no number buying limits beyond features) - Manager — Manager portal (no billing / number buying) - Agent or User — User portal (/app)
- Click Add user.
- Copy the Temporary password (shown once). Click Copy password and send it with their email. They change it on first login — see First login.
Octone will not show that password again. Use Reset password on their row if they lose it.
Team list
Each person shows role, last login (or Must change temp password / Never signed in), and any linked extensions.
From a row you can:
- Change Role (not for Owner)
- Reset password
- Assign desk phone / extension
- Deactivate / Reactivate
- Delete
On each person you can also set Mobile number, ring mode (desk only / cell if no answer / ring desk and cell), and Out of office. See Find me / ring my cell, Assign an extension, and Roles.