Users

Everyone who signs into Helix Dialer has a row here: agents on the phones, admins running the account. As the header puts it, Admins invite agents — there’s no self-signup.

Go to Admin → Users.

The two roles

You pick a role when you invite someone and can change it later on the General tab. The Access card sums it up in six words: admins manage the account; agents dial.

	Agent	Admin
Campaign picker	Only the campaigns they’re assigned to	Every campaign
The admin area	Closed — they get Admins only	Everything
Logs	Their own calls only; no Integrations or CPA tab	The whole account, filterable by agent

Admin isn’t a licence to sit out of the queue — an admin can hold a direct number and take calls exactly like an agent.

Reading the list

Column	What it means
Name	A deactivated member also carries an Inactive badge
Email	The address they sign in with
Role	agent or admin
Status	active, invited, or inactive
States	How many US states they’re licensed for — their State attributes count from the Attributes tab

Click a row to open that member’s settings. An empty list reads No users yet.

Inviting someone

Invite user opens a form above the list.

Field
Name	What everyone else sees on the board and in reporting
Email	Where the invite goes, and what they sign in with
Role	Agent or Admin. Starts on Agent.

Send invite creates the member with the status invited. Two things refuse it, in red under the form: you’re at your seat count, or at your phone-number credit count (a member needs a number eventually). Both are fixed in Settings → Billing.

The panel then stays open on a Temporary password with a Copy button, plus Invite another and Done. Under it, one of two lines: Emailed to their address, meaning the invite email went out carrying the password — or Email isn’t configured — share this directly., meaning you read it to them yourself.

The temporary password is shown exactly once

There’s no screen to go back to for it. If you close the panel before copying it and the email didn’t go out, invite the same person again — that re-issues a fresh password rather than creating a second row.

What “invited” means

They sign in with their email and that temporary password, and the first thing they see is Set your password — everything else stays shut until they choose one. That’s the moment their status flips from invited to active.

The temporary password expires after 7 days; after that, signing in tells them Your temporary password has expired — ask your admin to resend the invite. Inviting them again issues a new one.

An invite does not give them a phone number — direct numbers are assigned under Numbers → Users.

Inactive only

Inactive only swaps which list you’re looking at — it doesn’t add to it. Off, you see active and invited members; on, only deactivated ones, under the header Deactivated members — signed out and not taking calls. Reactivate one to bring them back. An empty inactive list reads No deactivated members.

Opening Invite user turns the toggle off: a fresh invite lands as invited, which the inactive list can’t show.

Deactivating and reactivating

The row’s ⋯ menu carries one action. For an active member it’s Deactivate, which asks first — Deactivate name?:

Deactivating stops this user:

• they’re signed out immediately
• they stop taking calls
• their seat is freed up

Their direct phone number stays assigned and keeps billing — there is no way to release a member’s number today, so it is held for them. Their call history is kept, and you can reactivate them at any time (a free seat is required).

Confirm with Deactivate user.

On your own row the item is greyed out, with the reason on hover: You can’t deactivate your own account — ask another admin to do it. The same self-lockout guard stops you changing your own role on the General tab.

Immediate means mid-call

“Signed out immediately” is literal and doesn’t wait for the phone to go down. If they’re on a live call when you confirm, that call is ended and the customer is hung up on, and their dialer is torn down on every device. If they’re mid-shift, tell them first.

For a deactivated member the menu offers Reactivate, which asks nothing and takes effect at once. It reclaims a seat, so it’s refused when your roster is already at your seat count — free one or add one in Settings → Billing first. They come back with the status they had before, and their number is still theirs.

There’s no delete

There’s no delete button here, deliberately. Every call is attributed to the agent who made it and per-agent reporting is built from that — deleting a person would take their share of it with them. Deactivate is the removal, and a complete one: no seat, no sign-in, no calls.