Add a New Dashboard User - Admin Panel

Purpose

Create a new SimboConnect dashboard login, and optionally add the user as an On Call Provider.

Where to find this

Admin tab → Dashboard Logins → Add New.

Prerequisites

• You must have Admin permissions in Phone Copilot.

• You must know the user’s email address. Mobile number is optional.

Steps

1. In User Type, choose the role for this user, for example Admin, Frontdesk User, or Staff.

2. In Select Organization, pick the organization this user belongs to.

3. Enter the user Email.

4. (Optional) Check Also add as an On Call Provider if you want this user added to On Call Providers.

5. Enter Mobile if you have it. The example format is +1‑XXX‑XXX‑XXXX.

6. Click Submit to create the user.

Result

The new user appears in the Dashboard User List for the chosen organization.

Tips and Good practices

• Use real, unique email addresses to avoid login conflicts.

• Choose the correct User Type based on job function. Upgrade later only if needed.

• Add the mobile number to support notifications and password help.