CommPeak Cloud PBX User Management: Roles, Sessions, & Desks Explained

This is your central hub for managing all user accounts within the Cloud PBX system. Proper user setup is the foundation of a secure and organized PBX.

In this section, you will learn how to:

create, edit, and delete user profiles
assign specific roles and permissions
manage user credentials and extensions
organize users into groups for streamlined administration.

Refer to the following articles for details about how to manage your users:

Creating a Single User

Create a user account in your PBX system, set up user information, assign groups and roles, and configure extension and security settings.

Mass User Creation

Create multiple users in CommPeak Cloud PBX from a file: learn about the necessary file format, field mapping, and upload process.

Managing Existing Users

Manage user accounts in CommPeak Cloud PBX: apply filters, reset passwords, update settings or delete individual users, and apply mass actions.

Active User Sessions

View and manage active user sessions in CommPeak Cloud PBX, enable auto-refresh, and kick off users individually or in bulk.

Desks

Learn how to create and edit desks, and add or remove users in CommPeak Cloud PBX.

User Roles

Learn about role-based permissions in CommPeak Cloud PBX, including default roles and how to request new roles through support.

Users Breaks

Understand how user states function in CommPeak Cloud PBX, how to create new user breaks, and how agents can modify their state.