> ## Documentation Index
> Fetch the complete documentation index at: https://docs.emberqa.com/llms.txt
> Use this file to discover all available pages before exploring further.

# User Management

> Create users, manage login access, and assign teams

Use the **User Management** tab in Account Settings to create users, control login access, manage team assignments, and store user-level custom data.

## Find the Right User

The user list is grouped into sections so you can quickly find who needs attention:

* **Managed: Login Access** - users who can sign in
* **Managed: Agent Only** - users used for scoping/reporting only
* **Inferred / Unassigned** - AI-inferred names with activity but no login/team setup yet

You can search by user name or login email from the search bar at the top.

## Add a User

1. Go to **Account Settings** and open the **User Management** tab
2. Click **Add User**
3. Enter **User Name**
4. Set **Login Access**:
   * ON: user can sign in and receives an invite email
   * OFF: user is created as agent-only (no invite)
5. If Login Access is ON, enter the user's **Email**
6. Select at least one **Team**
7. Add custom data if needed
8. Click **Send Invite** (or **Create Agent Only**)

<Tip>
  Team assignment is required when creating a user.
</Tip>

## Manage an Existing User

1. Find the user in the list
2. Click **Manage**
3. In the dialog, update:
   * **Login Access** toggle
   * **Email** (when login access is enabled)
   * **SMS 2FA Required** when available for login users
   * **Teams** assignment
   * **Custom Data**
4. Click **Save Changes**

<Tip>
  You cannot remove your own login access from this dialog.
</Tip>

## Choose Login Access

Turn **Login Access** on when the person should be able to sign in. Turn it off when the user only needs to exist for team scoping, reporting, scoring, or agent assignment.

## SMS 2FA

For login-access users, admins can require SMS two-factor authentication. If login access is turned off for a user, SMS 2FA is disabled for that user.

SSO logins bypass SMS 2FA.

## Custom Data

Custom data stores key-value properties on a user. These values can support organization-specific routing, whitelabel behavior, or reporting.

## Inferred / Unassigned Users

The **Inferred / Unassigned** section helps you clean up transcript-detected names that are not fully configured yet.

Use **Show** to expand this list, then convert relevant entries into managed users by opening **Manage** and assigning teams/login access.