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DaVinci How To

How to Add & Manage Users in Creator Studio

Managing users in DaVinci is simple with Creator Studio, AMC Technology’s cloud-based admin portal. In this step-by-step tutorial, you’ll learn how to add new users, assign roles, license agents, and manage profiles—all from a single interface.

The video walks through adding users to the DaVinci platform, assigning roles such as Admin, Agent, or No Access, and managing user access through licensing. It also shows how to import and export user lists via CSV, making it easy for large teams to onboard, update, and organize agents.

Whether you’re adding a new team member or adjusting existing roles, DaVinci Creator Studio gives administrators complete control over access and security while keeping configuration simple and efficient.

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Transcript:

Let’s take a look at Creator Studio, DaVinci’s web-based admin portal, to see how easy it is to manage users.

Click the Users icon to open the User Management page. To add a new user, select New in the top right corner, enter a valid email address, and set an initial password.

There are three roles available: Admin, Agent, and No Access.

  • Admin users can log in to Creator Studio and configure profiles and users.

  • Agent users can only access the DaVinci softphone.

  • No Access is used for temporary restrictions, such as during vacations, without removing a user from the platform.

Each user must also be licensed, depending on your available licenses. Once a license is assigned, you can add one or more profiles. If an agent has multiple profiles, they’ll be prompted to select one when logging in; if they only have one, it loads automatically.

Creator Studio also supports CSV import and export for user lists, allowing contact centers to integrate users from their CRM quickly. Click the Import button at the top, browse for your CSV file, and upload it directly into DaVinci.

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