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DaVinci How To

How to Add & Manage Users in Creator Studio

Managing users and profiles across multiple integrations doesn’t have to be complicated. In this tutorial, learn how DaVinci’s Profile Management feature simplifies user access, onboarding, and offboarding across your connected apps and environments.

Using Identity and Access Management (IAM) principles, DaVinci gives administrators full control over who can access specific configurations and environments—ensuring security, efficiency, and flexibility. You’ll see how to assign and remove profiles for users, switch between environments, and test different setups with ease.

With DaVinci Profile Management, teams can maintain adaptable, secure, and organized access to CRM and communication tools, all from a single interface.

Take a Deeper Dive

Identity and Access Management Overview
Learn how DaVinci applies IAM principles to control access and protect your contact center environment.

Up Next

DaVinci Creator Studio showing user management with roles and licensing options.

How to Add and Manage Users in DaVinci Creator Studio

DaVinci Profile Management interface with multiple profiles assigned to users.

Profile Management

DaVinci Creator Studio showing app configuration for Salesforce Voice and Microsoft Teams.

Configuring Your DaVinci Profile

AgentForce agent validating and reformatting phone numbers in Salesforce contact records

AgentForce Data Validation

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. You can assign one of three roles: Admin, Agent, or No Access.

  • Admin: Can log in to Creator Studio and configure profiles or users.

  • Agent: Can only access the DaVinci softphone, not Creator Studio.

  • No Access: Used for temporary restrictions, such as during vacations, without fully removing a user.

Each user must also be licensed based on your available DaVinci 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.

For larger teams, Creator Studio also supports CSV import and export, making it easy to integrate user lists from your CRM or contact center system.

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