1. Introduction
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Welcome!
The user management application has been developed to create and manage users in the Chess Cloud PBX app suite.
Subject to change
Version 1 / 11/2025 (EN)
| Type | Icon/Character | Description |
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CAUTION
WARNING |  | NOTE: Information that is useful but not critical to the reader.
CAUTION: Tells the reader to proceed with caution.
WARNING: Stronger than CAUTION; means "don't do this" or that this step could be irreversible, e.g., result in permanent data loss. |
| TIP |
| Useful tips that provide additional information. |
| Procedure | 1. 2. 3. | Procedures are numbered steps to perform an action, where the order of the steps is relevant. |
| Result of procedure/action | ⇒ | Indicates the result of an action//procedure. |
| Lists | • • | Used for listings and items where the order of steps is irrelevant. |
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Accessing the user management application from the Web/Desktop App/Admin Portal
To access the user management application from the Web/Desktop App/Admin Portal:
Click on your username or avatar.
Click on Manage users (Web/Desktop app)/User management (Admin Portal).
⇒ A new tab will open. You will be required to reenter your password.Reenter your password.
⇒ The user management application will open.
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Once in the user management application, you will land in the User tab. In this tab, you can:
See which users have been added and whether they have admin rights
Edit users
Delete users
Create users
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To edit users:
Hover your mouse over the user name.
Click Edit (pencil icon)
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⇒ The User Data page opens.
Editing user data
In the User data tab, you can:
Change user first name
Change user last name
Change username
Select a different language from a drop-down menu
Restore user password
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Editing phone number
In the Phone number tab, you can:
Remove the extension.
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Editing user permissions
To edit user permissions:
Click Permissions.
⇒ Here you can see all the licenses allocated to this user.Tick or untick the boxes to assign to or revoke licenses from this user.
Tick on untick the box next to System configuration access to assign to or revoke admin rights from this user
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To create a user:
Click on the plus icon in the upper right-hand corner.
⇒ A new field will open.Enter the details for the new user.
Tick Admin rights if you want the user to have admin rights.
Click Save.
⇒ A new user has been created. After a quick update, you will see the user in the list.
Please note that after a new user has been created, they will automatically receive an email where they will be able to set their own password.
Viewing license information
To access licensing information:
Click License.
⇒ You will see how many product licenses are in use or available, along with the total number of licenses.
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Revoking user licenses
To revoke a license:
Click on a product (in the example here: Softphone Pro) to see which users have licenses.
Click Revoke to remove the license for this product from a user.
You can also revoke a license from User -> Edit (pencil icon ) -> Permissions.
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