Add and manage users as an administrator on the desktop app

Kali Farrell

Updated at September 29th, 2026

Users are the individual members of your Spinoco account. Spinoco uses each user's profile to manage their access, apply call and recording settings, and route tasks based on their assigned skills and priorities. 

Use this guide to add and manage users as an administrator.

  1. Go to Team. 
  2. Select Settings. 
  3. Click Add team member. 
  1. Complete the following General fields: 
    1. First name and Last name
    2. Email — Serves as the username.
    3. Language
    4. Position
    5. Description — Describe the user’s role and responsibilities. 
    6. Assign to a team — Select the applicable team to assign the user to.
    7. Profile
    8. User’s leader
    9. User’s role — Choose the role to assign to the user.
    10. User’s permissions — Select the desired user permissions.
    11. Record calls
    12. Track statistics
    13. Task filter
    14. Task filter uses state skills
    15. Selected Skills — Use the dropdown to assign applicable skills. Add as many as needed.
  1. Select Call to enable and configure settings related to Call Waiting and Call Forwarding. Complete additional fields as required. 
  1. Select API Keys to create and set a Primary and/or Secondary key.
  1. If a skill was enabled in the General settings section, select Skill priority to enable and further define the assigned skill. Priorities determine the chance of being offered a task tagged with the applicable skill. Users with a higher priority (up to 9) are offered work before users with a lower priority (as low as 1).
  2. Click Create user. 

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