Onboarding New Users in 8x8 Admin Console

Updated: 01/26/2026

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 addres

Procedure: Onboard a New User

1. Claim a phone number

Select or reserve the phone number that will be assigned to the new user. (See Claim 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

Assign the correct license to activate the user’s services. (See Assign User 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).

Additional Information

Question: Is there a limit on the number of users I can have on the platform?

Answer: You can have as many users and phone numbers as you have licenses for. If you run out of licenses, you can always purchase more.

Question: Why did I get an error when trying to assign a license to a new user?

Answer: This error usually occurs if the user you are trying to assign the license to hasn't been assigned a service and/or extension. See Assign User Service and Extension in 8x8 Admin Console for details.