Onboarding a New User
Purpose
To configure a new user in the 8x8 Admin Console, including assigning phone numbers, services, and permissions so the user can begin making and receiving calls.
Applies To
- Admin Console
- User Configuration
Overview
Administrators manage all user-level services in the 8x8 system. This includes:
- Onboarding
- Assigning phone numbers
- Configuring voicemail and call forwarding
- Setting feature access (international dialing, call recording, 8x8 Work apps)
Account services are configured at the individual user level. Administrators determine which actions each user can take and which services they can access.
Prerequisites
Before onboarding a new user, ensure you have:
- An available phone number to assign (see Claim Phone Numbers)
- An available license
- The user’s name and email address
Procedure: Onboard a New User
1. Claim a phone number
2. Create the user profile
- Enter the user’s full name.
- Enter the user’s email address.
- Create the profile in the Admin Console.
3. Assign services and extensions
- Assign the user’s phone number or extension. (see Assign User Service and Extension)
- Link their phone services to the user profile. (see Assign Phone Number)
- If needed, configure Call Forwarding and Voicemail.
4. Apply the license
Expected Result
Once the user has:
- A license
- A phone number or extension
- A user profile
- Required permissions
They can start using the account immediately to make and receive calls through 8x8 Work (Online, Desktop, or Mobile).