If you synchronize users from a directory such as Active Directory, when you manually add people in Control Hub you must also add them to your directory.


When adding users, first and last names must not include extended ascii characters or the following characters %, #, <, >, \, /,", and have a maximum length of 30 characters. Additionally, first and last names can't start with +, -, =, @.

Before you begin

You may get an error if you're trying to add users who used their e-mail address to create a trial account. Have the users delete their organization first before adding them to your organization.

1

From the customer view in https://admin.webex.com go to Users, and then click Manage Users.

2

Select Manually Add or Modify Users.

3

(Optional) If you automatically send welcome emails, then click Next.

4

Choose one and click Next:

  • Select Email address, and enter up to 25 email addresses.
  • Select Names and Email addresses, and then enter up to 25 names and email addresses.

 

You can add users who are available to convert to your organization.

5

License assignment:

  • If you have an active license template, licenses are assigned automatically for new users and you can review the license summary.
  • Select the services to assign. If you have multiple subscriptions, choose a subscription from the list.


 

If you’re assigning licenses for Contact Center, select Webex Teams, then Customer Care with the Premium and Standard Agent option. To add a supervisor, select both Premium and Supervisor options. A user is treated as an agent unless you make them a supervisor.

6

Content management:

  • If global access is selected for your enterprise content management, then content management is automatically assigned to users.
  • Choose a content management option for each user.

7

Click Save.

  • An email is sent to each person with an invite to join.

  • In Control Hub, people appear in an invite pending state until they sign in for the first time. Licenses are assigned after the user signs in the first time or if you use Cisco Directory Connector with a claimed domain, the licenses are assigned when users are created.

8

(Optional) If you added Calling to the user, assign a location, phone number, and extension.

9

Review the summary page of records processed, and click Finish.


 

Immediately after adding a calling user, if an error is received when selecting the user Calling Settings, we recommend that you remove the Webex Calling license and then reassign the calling license to the user.

What to do next

You can assign administrative privileges to people in your organization.

Before you begin

If you have more than one CSV file for your organization, then upload one file and once that task has completed, you can upload the next file.

For customers in the Asia-Pacific region (including Japan, China, and Hong Kong), the Caller ID auto populates from the First Name and Last Name fields, and the Caller ID First Name and Caller ID Last Name fields are ignored in the CSV upload.


Some spreadsheet editors remove the + sign from cells when the .csv is opened. We suggest you use a text editor to make .csv updates. If you use a spreadsheet editor make sure to set the cell format to text, and add back any + signs that were removed.

1

From the customer view in https://admin.webex.com, go to Users, click Manage Users and choose CSV Add or Modify Users.

2

Click Export to download the file and you can enter user information in a new line in the CSV file.

  • To assign a service, add TRUE in that service's column, and to exclude a service, add FALSE. The User ID/Email (Required) column is the only required field. If you have specific directory and external numbers for each new user, then include the leading + for external numbers without other characters,

    If you have an active license template, leave all the service columns blank and the template is automatically assigned for the new user in that row.


     

    You can't assign enterprise content management permissions to users using the license template, see Configure Enterprise Content Management Settings in Cisco Webex Control Hub for details.

  • To assign a location, enter the the name in the Location column. If you leave this field blank, the user is assigned to the default location.

  • If you’re adding users as supervisors for Cisco Webex Contact Center, then you must Add Users Manually. You can only assign Standard and Premium roles with a CSV.

 

When entering a user's name, make sure to include their last name, otherwise you may run into issues.

3

Click Import, select your file, and click Open.

4

Choose either Add services only or Add and remove services.

If you have an active license template, choose Add services only.

5

Click Submit.

The CSV file is uploaded and your task is created. You can close the browser or this window and your task continues to run. To review the progress of your task, see Manage Tasks in Cisco Webex Control Hub.

1

From the customer view in https://admin.webex.com go to Users.

2

Select a user and click Services > Edit Licenses.

3

If you have multiple subscriptions, choose a subscription from the list.

4

Select the services to add or remove, and click Next.

5

If you assigned a Webex Meetings license, choose an account type to assign the user with for each Webex Meetings site, and click Save.


 

You must have the Attendee account feature enabled for your Webex site to assign users as attendees. If you don't see the Attendee account column in the CSV file, then contact your Customer Success Manager (CSM), Partner Success Manager (PSM), or the Cisco Technical Assistance Center (TAC) to enable this feature for your Webex site.

The attendee account type isn't available for users with the Webex Site Administrator role. If you want to assign these users with an attendee account, you must remove their administrative privileges for that Webex Meetings site.


 

Immediately after adding a Calling license, if an error is received when selecting the user Calling settings, we recommend that you remove the Webex Calling license and then reassign the license to the user.

Before you begin

If you have more than one CSV file for your organization, then upload one file and once that task has completed, you can upload the next file.

You can’t delete users or change the location assigned to a user with the CSV template.


Some spreadsheet editors remove the + sign from cells when the .csv is opened. We suggest you use a text editor to make .csv updates. If you use a spreadsheet editor make sure to set the cell format to text, and add back any + signs that were removed.

1

From the customer view in https://admin.webex.com, go to Users, click Manage Users, and choose CSV Add or Modify User.

2

(Optional) If you automatically send welcome emails, then click Next.

3

Click Export to download the file. You can edit the downloaded file (exported_users.csv) in any of the following ways:

  • To modify existing users, you can update any column except User ID/Email (Required), and Location. For example, if you change User ID/Email this creates a new user.

  • To assign a location, enter the the name in the Location column. If you leave this field blank, the user is assigned to the default location.

  • To assign a service, add TRUE in that service's column, and to exclude a service, add FALSE.

  • When you have multiple subscriptions, you can use the subscription ID in the column header to identify the service you want to add. For example, if you have two subscriptions with the same service, you can specify a service from a specific subscription to apply to the user.

4

Enter a value in the Calling Behavior column if you want to change the way calls happen for specific users. You can enter one of the following options and see Set Up Webex Calling Behavior for more information on each setting:

  • USE_ORG_SETTINGS—Enter this string to use the organization-wide setting.

  • NATIVE_WEBEX_TEAMS_CALLING—Enter this string to use the Calling in Webex Teams option.

  • CALL_WITH_APP_REGISTERED_FOR_WEBEXCALLTEL—Enter this string to use the Webex Calling app option.

5

Enter a Caller ID Number, Caller ID First Name, and Caller ID Last name. If you leave the Caller ID Number, Caller ID First Name, and Caller ID Last name columns blank, then what is in the First Name, Last Name and Phone Number column will show when the user makes a call. If you leave the Caller ID Number blank then the Location Main Number shows when the user makes a call.


 

The Caller ID First Name and Caller ID Last Name columns can’t contain special characters. If a Caller Caller ID First Name or Caller ID Last Name contains a special character, then a simplified version of the name is used.

6

After you save the CSV file, click Import, select the file you made changes to, and then click Open.

7

Choose either Add services only or Add and remove services, and click Submit.


 

A user can't have two Calling licenses, so if your organization has multiple subscriptions, and you want to move users to a new subscription, choose the Add and remove services option. To add services, set the cells to TRUE and remove services by setting those cells to FALSE.

The CSV file is uploaded and your task is created. You can close the browser or this window and your task continues to run. To review the progress of your task, see Manage Tasks in Cisco Webex Control Hub.

If you don't suppress admin invite emails, new users receive activation emails.

You can assign numbers, extensions, or both to people's devices at any time. Assigned extensions show up on phone displays.

You can also configure alternate numbers so that multiple phone numbers ring the same phone. You can specify different ring tones for each number to help distinguish between which lines are being called.

1

From the customer view in https://admin.webex.com, go to Users, and then choose the person you want to assign a number to.

2

Select Calling and then click Add Number.

3

Choose a phone number from the list of available numbers. You also have the option of assigning an extension.

If a number is already assigned to the user, any additional number added to the user is added as an alternate number. You can add up to 10 alternate numbers to a user.

4

(Optional) To identify calls coming from specific phone numbers, you can assign a distinctive ring pattern. To enable, click the toggle under Distinctive Ring Pattern.

5

Click Save.

1

From the customer view in https://admin.webex.com, go to Users, filter the Status column to display people with an Invite Pending status.

2

Under Actions, for a person with an Invite Pending status, select more > Resend Invitation.

If your organization uses directory synchronization, the delete option is not available in Control Hub, and you must delete user accounts from your Active Directory. Then, the Cisco Directory Connector updates your organizations user list when it synchronizes the user account information.

From the customer view in https://admin.webex.com, go to Users, click the more button, and then click Delete User.

The user can no longer sign in to your Webex site, all their assigned Webex services are removed, and they are removed from any spaces or teams that they were participating in. Any content that they created in spaces is not deleted, and the content is subject to the retention policy that each space owner has implemented.

You can deactivate a user to turn off Webex services, including Webex Calling services. As opposed to deleting a user, when you deactivate the user, the user remains in your user list, so that you can reactivate at any time, when needed.

1

From the customer view in https://admin.webex.com/, go to Users.

2

Click the more button.

3

Click Deactivate User.

Webex services, including Webex Calling services, are now deactivated for this user.

When deactivated, both the Webex app and the Webex Calling app users will be signed out from their sessions. All user access to https://settings.webex.com/ and Control Hub is disallowed. MPP phones will continue to support calling for outbound and inbound calls for a short period of time, unless the administrator enables call intercept for that user. For more information about call intercept, see Configure Call Intercept for a User for Webex Calling in Cisco Control Hub.

You can set up a customer administrator with different privilege levels. They can be full administrators, support administrators, read-only administrators or compliance officers. With full administrator privileges, you can assign one or more roles to any user in your organization.


Anyone assigned the user and device administrator or device administrator role will not be able to administer Webex Calling.

In Control Hub, you can learn about different privilege levels and set up a customer administrator. Customer administrators can be full administrators, support administrators, user and device administrators, device administrators, read-only administrators, or compliance officers. With full administrator privileges, you can assign one or more roles to any user in your organization.

You’ll always want to have more than one administrator for an organization. It’s a best practice and will always allow you to make administrative changes if one of the administrators isn't available.

Users within your organization can be assigned specific administrative roles to determine what they can see and have access to in Control Hub. When you assign specific administrative roles, you streamline responsibilities and make it easier to hold administrators accountable. Compliance officers can look for specific people in your company, find content they've shared, or search through a specific space and then generate a report of their findings.


1

From the customer view in https://admin.webex.com, go to Users, and choose a user.

2

Under Roles and Security click Administrator Roles or Service Access.

3

Select a role to assign to that user.

To assign a user as a Webex Site administrator, next to Webex Site administrator roles, click Edit and choose a role for each Webex site that you want the user to manage.

4

Select Save.