---
title: User Types
description: "User types will vary depending on the purpose. In most cases, Users will be for an end user's extension, or another device like a desk phone or softphone. There are also use cases for a **Call Routing User **where a user is…"
url: "https://snap-dial.com/docs/user-types/"
updated: "2025-12-30"
category: Voice Solutions
---

# User Types

User types will vary depending on the purpose. In most cases, Users will be for an end user's extension, or another device like a desk phone or softphone. There are also use cases for a **Call Routing User **where a user is configured for the sole purpose of routing calls differently These users will not have hardware attached. An example would be a **Call Forwarding User**. Because billing may be affected by adding a device be sure to understand the purpose of the user before creating it.

**CREATE USER**

1. Using any browser log into the Dashboard.
2. Click on Manage PBX
3. Under Domain Quick Launch enter the customer's domain and click on it.

![ style=](https://cdn.elev.io/file/uploads/84W5jLN4jaoQTh6QeQFmWmnnVrfbJAc4c15mIvLNNtI/rdIJpHFMxMWHFGpqt9TgJPqFT5Pik4i7mfneJDyByes/1595437112804-3WU.png)

4. Click on **Users**

5. Click on **Add User**

6. Fill out the following form:

- **First Name** - First name of person or resource
- **Last Name** - Last name of person or resource (Optional)
- **Extension** - Extension number for user. This cannot be changed later. Make sure you follow the numbering plan for the client and follow the[ Reserved Number Space](https://voipdocs.io/_questions/1914977)
- **Department** - Optional
- **Email Addresses** - Email addresses that will receive voicemail or fax notifications if applicable
- **User's Scope**- Select from below and see here for an [overview of their permissions](http://help.oit.co/en_US/users/user-scope-overview)
  - **No Portal** - This user type is typically used for a general extension and will not have portal access
  - **Simple User **- This user type is typically used for fax only user
  - **Basic User** - Default for most users
  - **Call Center Agent** - Has call center facilities on the dashboard. Requires additional billing to the client.
  - **Call Center Supervisor** - Has call center supervisor facilities on the dashboard. Requires additional billing to the client.
  - **Site Manager** - Used for the site administrator. Has additional permissions. No additional billing
  - **Office Manager** - Used for customer administrator. Has additional permissions. No additional billing

7. **Caller ID**

8. **Enable Voicemail** - Check if the customer will need a voicemail. Leave unchecked for resource extensions.

9.**Add Phone Extension** - Only check if this extension will have a handset or softphone associated. This is a billable event.

10. **New Password - **Enter a password for the user (optional)

11. **Confirm Password** - Re-enter password

12. **Voicemail PIN: **At least 4 digits, numbers only

13. Click **Add User** once completed

## NOTES

Upon creating a user you might notice certain system tags on the Users panel. Their definitions are below

**New: **This indicates that the user has an email, but no PIN or portal password.

**Setup Required:** This indicates that the user does not have an email address

**Password Required:** This indicates that the user does not have a portal password set.