# Users The **Users** section lets account owners and administrators manage who can access the account and what they can do. Through role-based permissions, you can define what each user is allowed to view or modify. Each role includes a defined set of permissions and restrictions that help you control access to account features securely. You can invite users, assign one or more roles, and adjust their access as needed. --- ## User Role Permissions and Restrictions *Owner* | | | | --- | --- | | **Permitted Access** | - Full access to manage the account | | **Prohibited Access** | - None. The Owner is not an assigned role and cannot be removed from the account. | *Admin* | | | | --- | --- | | **Permitted Access** | - Full access to manage the account. | | **Prohibited Access** | - Removing the account owner. - Completing the account's Identity verification. - Creating an Outbound Trunk access request. - Join and manage the Referral Program. | *Commercial* | | | | --- | --- | | **Permitted Access** | - Buying and cancelling any services. - Managing the account's funds (payment methods). - Creating, removing and editing trunks and all technical information. - Configuring the account services. - Examining SMS and call logs. - Accessing the account's cloud phone systems and softphone settings. - Editing the general account settings. - Creating and managing SMS Campaigns. - Creating and managing Emergency Calling services. - Managing CNAM OUT. - Viewing Statistics & Reports. - Creating Exports. | | **Prohibited Access** | - Accessing API information. - Creating and managing the account's roles and permissions. - Managing number porting. - Completing the account's Identity verification. - Creating an Outbound Trunk access request. - Join and manage the Referral Program. | *Billing* | | | | --- | --- | | **Permitted Access** | - Managing the account's funds (payment methods). - Downloading invoices. - Viewing reports. - Viewing the purchasing activity on the account. - Examining pricelists, SMS and call logs. - Viewing existing numbers. - Managing existing porting projects. - Viewing existing SMS Campaigns. - Viewing existing Emergency Calling services. - Viewing Statistics & Reports. - Creating Exports. | | **Prohibited Access** | - Buying or removing any services including numbers, trunks, porting projects, etc. - Adding, removing or modifying trunk information or any technical configurations. - Accessing API information. - Managing CNAM OUT. - Completing the account's Identity verification. - Creating an Outbound Trunk access request. - Join and manage the Referral Program. | *Technical* | | | | --- | --- | | **Permitted Access** | - Full management of the account's technical configuration. - Configuration of number and capacity groups. - Creating, editing and removing trunks. - Viewing and exporting SMS and Call Logs. - Accessing API information. - Accessing the account's cloud phone systems and softphone settings. - Managing the general account settings. - Managing trunks for SMS Campaigns. - Viewing existing Emergency Calling services. - Viewing existing CNAM OUT. - Viewing Statistics & Reports. | | **Prohibited Access** | - Buying and cancelling any services. - Managing the account payments. - Examining the account invoices and price lists. - Managing number porting. - Viewing the purchasing activity on the account. - Completing the account's Identity verification. - Creating an Outbound Trunk access request. - Join and manage the Referral Program. | *Porting* | | | | --- | --- | | **Permitted Access** | - Creating and managing all porting projects. - Setting of the account's Configuration Profiles. - Creating and managing Identities & Addresses. - Configuration of existing numbers and capacity. - Managing general account settings. - Examining pricelists. - Viewing existing CNAM OUT. - Creating DID Number exports. | | **Prohibited Access** | - Buying and cancelling any services. - Managing account payments. - Managing SMS Campaigns. - Managing Emergency Calling services. - Viewing Statistics & Reports. - Viewing account invoices. - Removing any existing technical configurations. - Accessing the account's cloud phone systems and softphone settings. - Examining SMS and call logs. - Accessing API information. - Completing the account's Identity verification. - Creating an Outbound Trunk access request. - Join and manage the Referral Program. | *Compliance* | | | | --- | --- | | **Permitted Access** | - Creating and managing all Identities and Addresses. - Assigning regulatory bundles to end user registration required DIDs. | | **Prohibited Access** | - Buying and canceling any services. - Managing account payments. - Managing SMS Campaigns. - Managing Emergency Calling services. - Managing CNAM OUT. - Viewing Statistics & Reports. - Creating Exports. - Viewing account invoices. - Removing any existing technical configuration. - Accessing account's cloud phone systems and softphone settings. - Examining SMS and call logs. - Accessing API information. - Completing the account's Identity verification. - Creating an Outbound Trunk access request. - Join and manage the Referral Program. | --- ## Invite Users Follow these steps to invite someone responsible for managing your account. ### Step 1: Initiate the Invite To get started, complete the following steps: > 1. Open **Account Settings** by selecting your name or company name in the top-right corner > 2. Go to the **Users** section. > 3. Select **Invite User**. ![Invite User Button.](../_images/inv2fig0.png) **Fig. 1.** Invite User Button. ### Step 2: Enter User Details and Send the Invitation > 1. Enter the user's full name and email address. > 2. Assign one or more roles. To learn what each role includes, see the [User Role Permissions and Restrictions](#user-roles) section. > 3. Select **Submit** to send the invitation email. ![Invite User Page.](../_images/inv2fig1.png) **Fig. 2.** Invite User Page. --- ## Accepting User Invitation To accept an invitation, the user must either **sign in** with an existing account (as an account owner) or **register** a new one directly from the invitation (as a role-based user). Note There are two ways to accept a user invitation, and each has different implications: 1. **Sign in with an existing account (as an account owner):** If you already have a DIDWW account and accept the invitation while signed in, you will gain access to manage the invited account from within your own account. You can switch between your personal account and the managed account using the account switcher. If your access is later removed, your personal account remains active. 2. **Register directly from the invitation (as a role-based user):** If you follow the invitation link and register a new user account, the new user is created specifically to manage the invited account. This user does not own any account and exists only to manage the assigned account. If access is removed, the user account is deleted as well. Choose the option that best fits your needs: : - If you want to have your own standalone account (e.g., to own services or accept future invitations), sign in or register separately, then accept the invitation. - If you only need access to manage someone else's account, and don't need your own separate account, register directly from the invitation link. **Accepting as a New Role-Based User** Learn how to accept an invitation by registering directly from the invitation email. [Accepting Invitation as a New Role-Based User](#accepting-an-invitation-as-a-new-role-based-user) **Accepting as an Existing Account Owner** Learn how to accept a user invitation by signing in with your existing account. [Accepting Invitation as an Existing Account Owner](#user-panel-accepting-user-invite-existing) --- ## Accepting Invitation as a New Role-Based User This process creates a user account specifically for managing the invited account. The new user does not own any services and exists only for assigned access. If your access is later removed, the user account will be deleted as well. Follow the steps below to complete the registration: ### Step 1: Accept the Invitation Open the invitation email and select **Accept the invitation** to begin the registration process. [![Invitation email for new users.](../_images/inv2fig2.png)](../_images/inv2fig2.png) **Fig. 3.** Invitation email for new users. ### Step 2: Register a New Role-Based User > 1. Fill out the registration form with your personal details. > 2. Review the [Terms & Agreements](https://www.didww.com/DIDWW-Terms-and-Agreements) and [Privacy Notice](https://www.didww.com/privacy-notice). If you agree, accept them and complete the **reCAPTCHA**. > 3. Select **Register** to continue. ![Register account.](../_images/inv1fig1.png) **Fig. 4.** Register a new DIDWW account. ### Step 3: Confirm Your Email Check your email inbox for a confirmation email. Select **Confirm my account** to verify your email address and activate the user. [![Confirm your DIDWW registration via email.](../_images/inv1fig3.png)](../_images/inv1fig3.png) **Fig. 5.** Confirm your DIDWW registration via email. ### Step 4: Set a Password > 1. Enter your password and confirm it. > 2. Select **Submit** to complete your registration. ![Set a Password for Your Account.](../_images/inv1fig4.png) **Fig. 6.** Set a Password for Your Account. ### Step 5: View the Managed Account After completing registration and signing in, the invited managed account will appear in the **Account Settings > Accounts** section with the assigned role(s). For more details, see the [Accounts](multi-account.html#user-panel-accounts) page. ![Account successfully added for existing user.](../_images/inv1fig5.png) **Fig. 7.** Account successfully added for existing user. --- ## Accepting Invitation as an Existing Account Owner This option allows you to access and manage the invited account from your own personal account using the account switcher. Your personal account remains active even if access to the invited account is later removed. Follow the steps below to complete the process: ### Step 1: Accept the Invitation Open the invitation email and select **Accept the invitation** to begin the process. [![Invitation email for existing users.](../_images/fig5.png)](../_images/fig5.png) **Fig. 8.** Invitation email for existing users. ### Step 2: Sign In to Your Existing Account By default, when you select **Accept the invitation** in the email, you will be redirected to the registration page with the **Register** tab open. To proceed, you can either select **Sign in** to log in to your existing DIDWW account or choose **Register** to create a new one. Note If you choose to register a new account separately, follow the guide at [How to Register an Account with DIDWW](creating-an-account.html#user-panel-create-account) first, and then accept the invitation. [![Log in.](../_images/step2_sign_in_accept_the_invitation.png)](../_images/step2_sign_in_accept_the_invitation.png) **Fig. 9.** Sign in to your existing account. ### Step 3: Confirm the Invitation After signing in to your existing account, you'll be redirected to the **Account Settings > Accounts** section, where a banner will prompt you to confirm the invitation. > - If the account shown is the one you want to use to accept the invitation, select **Accept**. > - If it's not the correct account, sign out and log in to the account you want to use. [![Banner with invitation details and role information.](../_images/inv2fig4.png)](../_images/inv2fig4.png) **Fig. 10.** Invitation banner with role information. ### Step 4: Sign In to the Managed Account After accepting the invitation, the managed account will appear in the **Account Settings > Accounts** section with the assigned role(s). To access the account, select **Sign in** or use the account switcher in the top-right corner and choose the name of the managed account. For more information, see the [Accounts](multi-account.html#user-panel-accounts) page. [![Invitation accepted and account listed.](../_images/inv2fig6.png)](../_images/inv2fig6.png) **Fig. 11.** Account successfully added for existing user. --- ## Edit Users and Roles You can update a user's assigned roles and access permissions at any time. ### Step 1: Open the Edit Action Menu > 1. In the **Users** section under **Account Settings**, locate the user whose roles you want to update. > 2. Select the ![actions](../_images/three_dots_action_button.png) button and choose **Edit**. > > ![Actions Button.](../_images/editfig1.png) > > > **Fig. 12.** Actions Button. ### Step 2: Change Assigned Roles > 1. Enable or disable roles as needed to update the user's permissions. > 2. Select **Submit** to save your changes. > > ![Edit the User.](../_images/editfig2.png) > > > **Fig. 13.** Edit User. --- ## Delete Users You can remove a user from your account if access is no longer needed. Warning If the user registered directly from the invitation as a role-based user, their account was created solely to manage the invited account. This type of user does not have a standalone account. If their access is removed, the user account will also be deleted, and they will no longer be able to sign in. ### Step 1: Open the Delete Action Menu > 1. In the **Users** section under **Account Settings**, locate the user you want to remove. > 2. Select the ![actions](../_images/three_dots_action_button.png) button next to the user. > 3. Choose **Delete** from the menu. > > ![Actions Button.](../_images/delfig1.png) > > > **Fig. 14.** Actions Button. ### Step 2: Confirm and Delete the User On the confirmation screen, select **Delete** to remove the user from the account. Warning The user will be removed **immediately** and lose access to the account. ![Delete the User.](../_images/delfig2.png) **Fig. 15.** Delete User. --- ## Additional Information **User Details** Learn how users can update their name, contact email, and password. [User Details](user-details.html#user-panel-account-user-details) **Account Details** Learn how to manage company identity, contact information, and address. [Account Details](account-details.html#user-panel-account-details) **Security** Learn how to enable Two-Factor Authentication (2FA) for user accounts. [Security](two-factor-auth.html#user-panel-2fa) **Accounts** Learn how to manage multi-accounts and access accounts you've been invited to, based on assigned roles. [Accounts](multi-account.html#user-panel-accounts) **Notifications** Learn how to configure notifications, set role-based recipients, and add custom email addresses for account alerts. [Notifications](notifications.html#user-panel-notifications) On this page