User Management

OPBX uses a role-based access control system to manage what users can do within your organization. This page explains how to create, edit, and manage users.

Accessing User Management

Navigate to the Users section using the sidebar menu. You will see a list of all users in your organization. The actions available to you depend on your role.

Role Hierarchy

OPBX has four predefined roles with a clear hierarchy:

Owner > PBX Admin > PBX User > Reporter

Each role has specific capabilities. Higher roles can perform all actions of lower roles, with some exceptions noted below.

Role Capabilities

Capability	Owner	PBX Admin	PBX User	Reporter
View users	Yes	Yes	No	No
Create users	Yes	Yes	No	No
Edit all users	Yes	Yes (not owners)	No	No
Delete users	Yes (not self)	PBX User/Reporter only	No	No
Change roles	Yes (not self)	No	No	No
Reset passwords	Yes	PBX User/Reporter only	No	No
Edit own profile	Yes	Yes	Yes	No
Manage settings	Yes	No	No	No

note

Owners have full control except they cannot delete themselves or change their own role. This prevents accidental lockout from the organization.

Creating a User

To add a new user to your organization:

1. Click Create User on the Users page
2. Enter the user's full name
3. Enter a valid email address (used for login)
4. Set a temporary password
5. Select the appropriate role
6. Save the user

The new user receives login credentials and can access OPBX immediately. They should change their password on first login.

tip

Use descriptive names that help identify users across the system, especially if they will be assigned to extensions.

Editing Users

Click any user row to open the edit form. You can modify:

• Name
• Email address
• Role
• Status

warning

You cannot change your own role. This restriction prevents accidental self-demotion. Only another owner can change your role.

Deactivating Users

Set a user's status to Inactive to prevent login while preserving all data and history. This is useful for:

• Temporary leave
• Seasonal workers
• Investigation periods

Inactive users:

• Cannot log in
• Do not count toward license limits
• Retain all call history and recordings
• Can be reactivated at any time

Deleting Users

Deleting a user removes them permanently from the system. This action:

• Cannot be undone
• Removes the user from all extensions and assignments
• Preserves call history (attributed to "Deleted User")

danger

You cannot delete yourself. You cannot delete the last owner in the organization. At least one owner must remain at all times.

Password Management

Resetting Passwords

• Owners can reset any user's password
• PBX Admins can reset passwords for PBX Users and Reporters only
• Password resets generate a new temporary password

warning

When a password is changed, all active sessions and API tokens for that user are revoked. The user must log in again with the new password.

Password Requirements

Passwords must meet your organization's security policy. By default, OPBX requires:

• Minimum 8 characters
• At least one uppercase letter
• At least one lowercase letter
• At least one number

Profile Management

Each user can edit their own profile through the top-right user menu:

1. Click your name in the top-right corner
2. Select Profile
3. Update your information:
   • Full name
   • Phone number
   • Physical address

note

Reporters cannot edit their own profile. An owner or PBX Admin must make profile changes for Reporter users.

Profile information appears throughout the system, including call logs and reports.