Regal has made it easier than ever to create new users and get them started working tasks right away. With just a few clicks, you can have your team members set up and ready to go.
To start, navigate to the Settings page by clicking on the gear icon located in the bottom left corner of the app. Look for the User Management tab and click to access your users' table.
Add A User
Click on the "New User" button in the top right corner of the User Management page. This will open up the "Create New User" window, where you'll need to fill out some basic information, such as the user's first and last name, email address, role (either agent or admin), skill(s) (outbound call, inbound SMS, and inbound call will be selected by default), and team(s).
Once you've completed the necessary fields, click on the "Save User" button located at the bottom right corner of the window. Your new user will then receive a welcome email, inviting them to choose a password and log into the app. You'll also be able to see/edit the newly created user(s) on the Agents page.
Edit A User
If you need to make changes to an existing user's information, the process is just as simple. You can currently make changes to their skills and teams in the same page.
The ability to edit a user's first and last name, as well as their email address, is coming soon!
On the User Management page and click on the user's name, which should appear bold and underlined. This will open up the “Edit User” page, where you can make the necessary changes. Once you're finished, click on the "Save" button at the bottom right corner.
In both cases, the audit columns (“Created By” and “Updated By”) are available to help you keep track of who made the changes.
If you need to deactivate a user, please contact your Customer Success Manager or submit a ticket to our support team for assistance.