Portal Users

Overview

Portal Users is where you manage who has access to your Cloud PBX portal and what they can do. Each portal user has a login, a role that defines their permissions, and optionally an email address and access restrictions.

Open menu "My company > Portal users" to see the list of all users.

Portal Users List

The list shows the total number of portal users and the following columns:

Column	Description
Login	The username used to sign into the portal. Click the login to open the user's detail page.
Status	● Active – the user can log in; ● Expired – the user's account has passed its expiration date.
Email	The user's email address (optional).
Role	The permission role assigned to this user (e.g. Call Center Admin, Transactions only).
Actions	✏️ Edit the user · 🗑️ Delete the user.

Use the Role filter to narrow the list to users with a specific role, then click Search.

Add a New Portal User

Click + Add new to open the Add new portal user dialog.

General

Field	Description
Login ✱	Unique username for signing into the portal. Maximum 64 characters.
Password ✱	Initial password. Use the 🔄 icon to generate a secure random password. Maximum 32 characters.
Email address	Optional. Used for notifications.
Role ✱	Permission role that controls what this user can see and do in the portal.

Change Status

Field	Description
Activation date	Date from which the user can log in. Leave blank to activate immediately.
Expiration date	Date after which the user can no longer log in. Leave blank for no expiration.
Timezone	User's local timezone, used for date/time display and scheduling.
Language	Portal interface language for this user.

Click Save to create the user.

Edit a Portal User

Click the ✏️ icon in the Actions column, or click the login name, to open the user's detail page.

The page header shows the user's login and their current Status (Active / Expired).

Settings Tab

The Settings tab contains the same General and Change status fields as the creation dialog (see above). All fields can be edited except Role, which is read-only for your own user.

Security Tab

The Security tab provides two security controls:

Two-Factor Authentication (2FA)

Toggle Two-factor authentication (2FA) on or off for this user. When enabled, the user must enter a one-time password from an authenticator app on each login. The Reset 2FA key button forces the user to re-scan the QR code on their next login — useful when a user gets a new mobile device.

See Two-Factor Authentication for full setup details.

Allow Access From IP Address/Network

Restrict this user's login to specific IP addresses or network ranges (CIDR notation). Click + Add IP to add an address. You can add multiple entries.

Field	Description
IP address	An IPv4 address or CIDR range (e.g. 192.168.1.0/24) from which this user is allowed to log in.

If any IP restrictions are configured, the user can only log in from those addresses. Access from all other IPs is denied.

Delete a Portal User

Open the user's detail page and click Delete user in the footer bar, then confirm the deletion.

You cannot delete your own user account.