Add users

For Webex Calling users only: First and last names have a maximum length of 30 characters, and cannot include the following characters %, #, <, >, \, /,", .

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

Before you begin

If you get an error when 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.

2

Click Users > Manage users > Manually add users.

You may see a notice that users will automatically receive a welcome email. If you don't want this, do the following:
  1. Back out from adding users.

  2. Click Organization Settings > Email.

  3. Toggle off Automatic activation emails.

  4. Click Users > Manage users > Manually add users.

3

Choose one of the following:

  • Email address.
  • Names and Email address.
4

Click Next.

5

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, click + after each entry to add it to the list.

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

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

6

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.
7

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.

8

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.

9

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

10

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.

11

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.