Adding Users within Tinkle CX Manager

You can view all users within a Tinkle CX tenant by navigating to Tinkle CX Manager > Users. Here it displays active users, pending users, user groups, and deleted users.

To add new users, start by navigating to the Users tab in Tinkle Manager. You can choose from several methods based on your specific needs and the number of users you wish to add:

• Option 1: Upload a CSV file to add pending users in bulk.
  • This option is efficient for onboarding large groups of users at once.
• Option 2: Manually add a single new user.
  • This is suitable for adding individuals one at a time.
• Option 3: Manually add multiple new users.
  • Select this when you need to add several users in a single session.
• Option 4: Manually add a single pending user.
  • Use this to add an individual whose activation is pending.
• Option 5: Manually add multiple pending users.
  • Ideal when you need to register multiple users who will be activated later.

Understanding these options allows you to select the most efficient method for your user management requirements.

The step-by-step instructions below will guide you through each of the above methods for adding users.

How to bulk upload users using a CSV file

• Navigate to the Pending tab within the Users page.
  
  
  
• Select the dropdown next to Add pending user and select Upload CSV
  
• A pop up box will appear. Select Choose File.
• Find your CSV file to upload. Please note, the CSV file must contain the following headers:
  • Email
  • First Name
  • Last Name
  • Plan (0 for Unlimited, 1 for Go or 2 or Anywhere)
  • User type (1 for admin, 2 for standard)
  • Call recordings (yes or no)
  • Go Live Date (yyyy-mm-dd)
• Click Upload Users

Once you are ready to activate the users, you can activate all by selecting the dropdown next to Add pending user and selecting Activate All

You can also activate individual users by selecting the green tick at the side of the user and selecting Yes, activate

How to manually add a single new user

• Navigate to the Users page and select Active
• Select Add user
  
• Enter the user email address, first name, and last name.
• Select the correct license plan for the user.
• Select the user permission level.
• Click Create User
  
  

How to manually add multiple new users

• Select the dropdown next to the Add user button and select Add Multiple Users
  
  
  
• Enter the user(s) email address, first name, and last name.
• Select the correct license plan for the user.
• Select the user permission level.
• Complete the above steps for all users you wish to add.
• Click Create Users

How to manually add a pending user

• Navigate to the Pending tab within the Users page.
  
• Click Add pending user
  
  
• Enter the user email address, first name, and last name.
• Select the correct license plan for the user.
• Select the go live date.
• Select the user permission level.
• Complete the above steps for all users you wish to add.
• Click Create Pending User

How to manually add multiple pending users

• Navigate to the Pending tab within the Users page.
  
  
  
• Select the dropdown next to Add pending user and select Add Multiple
  
  
• Enter the user email address, first name, and last name.
• Select the correct license plan for the user.
• Select the user permission level.
  
• Complete the above steps for all users you wish to add.
• Enter the Go Live Date
• Click Create Users