Add users


 

When adding users, first and last names must not include the following characters %, #, <, >, \, /,", and have a maximum length of 30 characters. These special character restrictions only apply to Webex Calling users.

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.

Before you begin

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

1

Sign in to Control Hub at https://admin.webex.com go to Users, and then click Manage users.

2

Click Manually Add or Modify Users.

You may see a notice that users will automatically receive a welcome email. If you don't want this, then back out from adding users and go to Organization Settings to disable the automated welcome emails. Then you can come back here to continue adding users.
3

Choose one and click Next:

  • Select Email address.
  • Select Names and Email address.
4

Create a list: Create a list of users you want to add or modify, then click Next.


 

If you're just using email addresses, you can separate them with commas. If you're adding names as well, you need to click + after each entry to add it to the list.

You can enter users who are already in your organization, to modify them with this wizard.

You can also add users who are eligible to be claimed to your organization.

5

Assign licenses:

  • If you are using automatic license assignment, you can see which services those users are getting.

  • Otherwise, select the services to assign to the users in your list. If you have multiple subscriptions, choose which subscription supplies the licenses.


 

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.


 
If you added Calling to the user, you can assign a location, phone number, and extension.
6

Assign tracking codes:

If you gave your new users Meeting licenses, and if their Meeting sites require tracking codes, add those tracking codes to the users on the next screen of the wizard:

Read about managing tracking codes.

7

Assign content management:

  • If global access is selected for your enterprise content management, then content management is automatically assigned to users, and you won't see this screen.
  • Otherwise, choose a content management option for each user.

8

Review the list of users and services when you see the Review screen.

9

Click Add Users.

  • Webex processes your list of users and licenses, and shows you a summary of the results.

  • If you are using automated welcome emails, Webex sends those emails to the new users from your list.

  • The new users are in Control Hub, showing as Pending until they sign in for the first time.

    Each license you granted is taken from your subscription when the user first signs in to Webex.

10

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


 

You may get an error when trying to access Calling Settings for a newly added user. 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. See Assign organization account roles in Control Hub.