Skip to main content

Documentation Index

Fetch the complete documentation index at: https://docs.volubile.ai/llms.txt

Use this file to discover all available pages before exploring further.

User management dashboard

​
Overview

The user management page centralizes all actions related to access control within your Volubile workspace. It allows you to:
  • View all users with access to the back office
  • Create new user accounts
  • Track recent login activity
  • Assign and modify user roles

​
Management Interface

​
User Table

The user table displays the following information:
ColumnDescription
NameUser’s last name
E-mailLogin identifier
PhoneUser’s phone number
RoleAssigned access level
Last loginDate and time of last activity
Creation dateDate the user account was created
ActiveAccount status (active or inactive)
ActionsEdit / Reset password
You can sort the table by clicking on column headers. The “Last login” column is especially useful for identifying inactive accounts.
Use the search bar at the top of the table to filter users. Enter at least 3 characters to trigger the search.

​
User Roles

Volubile provides three access roles, each with clearly defined permissions.

​
Admin

Admins have complete control over the workspace. Can:
  • Manage members: add, remove, and change roles
  • Manage billing: usage, subscriptions, invoices, payment methods
  • Create, edit, and delete all resources: agents, conversation flows, knowledge bases, voices
  • Access all data, including raw transcripts and recordings
  • Configure telephony settings
  • Modify workspace settings
  • Manage API keys, public keys, webhooks, and capacity limits (concurrency, CPS)
Cannot:
  • Nothing — Admins have full permissions.

​
Editor

Editors have full access to creation, testing, and analytics features, but no administrative permissions. Can:
  • Create and modify agents, conversation flows, knowledge bases, and voices
  • Test and simulate interactions
  • Access logs, transcripts, recordings, and analytics
  • Export data
  • Run calls and campaigns
  • Configure external connections
Cannot:
  • Manage billing
  • Manage workspace members
  • Manage API keys, webhooks, or global settings
  • Modify workspace-level configuration

​
Viewer

Viewers have read‑only access with no ability to view sensitive data. Can:
  • View calls and analytics
  • Start a call
  • Access scrubbed history
  • View grouped telephony resources
Cannot:
  • Create, edit, or delete resources
  • Access API keys, webhooks, or connections
  • Manage billing, settings, or members
Roles are assigned when creating a user and can be updated at any time using the Edit button in the Actions column. A user may have different roles across different clients.

​
Creating a New User

User creation form
To create a new user, click the New user button in the top-right corner of the page.
All fields marked with an asterisk (*) are mandatory.

​
User Creation Form

  • First name* — User’s first name
  • Last name* — User’s last name
  • E-mail* — Login identifier
  • Phone number* — Number including the international prefix
  • Admin
  • Editor
  • Viewer
After the account is created, the user will automatically receive an email to set their password and activate their profile.

​
Frequently Asked Questions

You do not need to create a new account. Click Send email in the Actions column to send a password reset link.