Administrator-only. Editors can see the Manage Users page but it's read-only for them.
This article covers managing other people on your CoreReach account. For your own profile, sign-in, and notifications, see Managing your profile, sign-in, and notifications.
Administrator vs. Editor: what each role can do
CoreReach has two roles:
Administrator — full access. Can invite and remove team members, transfer the Administrator role, manage billing (subscribe, change or cancel a plan, buy credit minutes, set auto-reload, update the payment method, and view invoices), and configure every Optimize and Activate setting.
Editor — can configure the agent under Optimize and Activate, and can view Billing (current plan, minute balances, and billing history including invoices). Editors cannot take any billing action: they can't sign up for, change, or cancel a plan, can't buy credit minutes, can't enable or disable auto-reload, and can't update the payment method. They also can't open the Plans page and can't add or remove users.
There is exactly one Administrator per account at a time. To make someone else the Administrator, you transfer the role (covered below).
Adding an Editor
Open Account → Manage Users. The page shows your current team in a table with Name, User Type, Email, Created Date, and Last Login.
To invite someone:
Click Add User. A new editable row appears at the bottom of the table.
Fill in Name and Email.
Click the green checkmark to confirm the row, or X to cancel.
Click Save at the bottom of the page to send the invitation by email.
Your account can have up to 4 users total — 1 Administrator plus up to 3 Editors. Once you hit that, the Add User button disappears.
The invitation email has a join link unique to the invitee — a one-time sign-in link. They click it and they're signed in; there's no code to enter and no separate phone-verification step. (Editors are set up with just an email, so they sign in with an email link going forward.)
If the email you enter belongs to someone who already has a CoreReach account elsewhere, you'll see "This email is already registered" — they'll need to use a different email, or contact support.
Pending invites
A staged user (one you've added but not yet saved) shows in the table with a Pending badge and no Last Login. Once you click Save, the invitation is sent immediately.
The Pending badge stays on an invited user until they accept the invitation and sign in for the first time — so it also tells you at a glance who hasn't joined yet.
There's no separate "resend" or "revoke" button. To undo a staged invite before saving, click the X in the Actions column. After saving, the invitation has already gone out; to remove someone who hasn't accepted, delete them like any other member (below).
Removing a member
Click the X icon in an Editor's row. A confirmation dialog appears warning that removal is permanent — confirm it, and the row gets a strikethrough and a red background, marking it for deletion. Click Save to finish removing them. To back out before saving, click the Undo icon that appears.
What happens after removal:
The user's profile is deleted from your account.
Their past activity stays. Call records, contacts, and any agent settings they edited remain — only their personal account is removed.
The freed slot is immediately available for a new invite.
You can't delete yourself as the Administrator from this page. To stop being the Administrator, transfer the role first.
Transferring Administrator rights
Click Delegate Administrator Status at the bottom of the page. A modal opens with a dropdown listing your current Editors. Pick the person you want to make Administrator and confirm.
The swap is atomic:
The selected Editor becomes the new Administrator.
You become an Editor — you don't get removed, but you lose Billing access and the ability to manage users.
Only the new Administrator can transfer the role back to you, so be sure before you confirm.