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Transfer Data Easily With User Management
Save time and transit to CloudTalk seamlessly. Use API or CSV bulk import to upload users, easily assign permissions, transfer call queues, and manage ringing strategies.
Seamlessly Manage Your Call Center
Leverage Bulk Upload
Upload users and assign permissions in bulk via CSV or open API.
Personalize User Info
Assign skills, levels, and permissions per user or group for a quick setup.
Select Ring Strategies
Manage ring strategies (Round Robin, FFA, Ring All…) & call queues per group.
"With CloudTalk's Analytics I now get to see every step of the way. We can find discrepancies between our agents and gain a much better understanding of our teams' setup."
Nelly Donnelly Service Delivery Manager
See customer story
"CloudTalk improved our team's cost and efficiency. The script feature allows us to lead the calls in a much more systematic way, as well as all the action buttons to trigger actions directly into our backend."
Yohann Bensadoun Global Supply Growth
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"Our call volume tripled in only 2 years, from around 10,000 calls to 30,000 per quarter and with CloudTalk, we can now handle all of this communication easily. It was an excellent choice."
Frederico Lopes Head of Customer Service
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"We have seen a significant increase in our outbound call volume since we started using CloudTalk and we can now reach out to more prospects and customers than ever before."
Elay Sasson Call Center Manager
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"CloudTalk’s AI has cut our call quality analysis from 2 hours to 20 minutes daily and reduced mis-targeted leads by 24%, allowing us to focus on strategic growth."
Sara Konickova Sales Ops Manager
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What is User Management?
User Management lets you efficiently control and organize access to your call center system. You can create, modify, and assign roles to individual team members, ensuring that everyone has the right level of access to perform their tasks effectively.
How Does User Management Work?
With the User Management feature, you can quickly add new users, assign specific roles, and update their permissions to reflect changes in responsibilities. This tool also offers insights into user activity, helping you monitor performance and maintain accountability across your team.
4 Benefits of User Management
Enhance Your Team Collaboration
Group users by departments or roles to streamline internal communication. Ensure that everyone works together effectively, unifying your customer service.
Simplify Your User Management
Import your users quickly and efficiently. Save time by uploading user data via CSV or API bulk import. Eliminate manual errors with a seamless import process.
Streamline Calling Operations
Effortlessly manage call queues during data migration. Transfer ringing strategies and routing rules with ease. Ensure no downtime or service interruptions.
Set Permissions With Few Clicks
Assign and adjust user permissions in bulk. Ensure security and control by managing access levels during import. Simplify onboarding processes for new users.
Do hours worth of work in a single bulk.
User Management in CloudTalk
Upload Users in Bulk
You can upload a batch of agents and choose the settings that will apply to all of them, rather than setting up each agent profile one by one. This way, you can also add admin, supervisors, and analysts.
Manage Your Agents
Add new users into CloudTalk the easy way. You can also configure the user’s permissions necessary for their work as you see fit. Just choose “Agents” from the menu and then click on “Add agent”.
Manage Ring Groups
Assign agents to various ring groups based on your unique needs. You can create different ring groups for different departments, like Sales Support, Customer Support, Finance, Complaints, and more.
Other features you might like
Turn your CloudTalk into a much larger and powerful tool
Expand your business toolstack with a business calling software that can be easily integrated into your existing CRMs, ecommerce or helpdesk tools, like Salesforce, Freshdesk, Help Scout, and dozens more.
Ready to get started?
Schedule a demo with one of our specialists and gain unparalleled control over your customer’s experience.
