# Manage users and sessions

> Add a coworker, assign access and phones, or end a sign-in session.

Language: en-US. Product guide: https://agencymesh.com/help/administration-users-and-sessions/.

Last reviewed October 7, 2026 by AgencyMesh Product Support · Checked against release 2026.10

Open [Administration > Users](https://app.agencymesh.app/administration?tab=users). Operations and Administrator can make changes; Accounting can review records.

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## Choose an account type

| Item | Guidance |
| --- | --- |
| Office — shared sign-in | Multiple sessions and the full eligible office follow-up queue. Users choose a phone under an office. No individual AMS, phone, or goal assignments. |
| Agent — individual sign-in | Only the newest valid session. Dashboard splits eligible follow-up among active Agents and uses the phone assigned for that office. Set **AMS agent name**, phones, and goal offices. |

**New User** defaults to Office. **Account type** adds no roles or office access. Changing Office to Agent ends older tracked sessions on their next request.

Directory > Team lists Agent accounts, including those signed out, inactive, or never used. An Office account’s [Agent name for scripts](/help/user-preferences/#preferences-agent-name) changes script wording, not its account type or Team listing.

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## Add or edit a coworker

1. Click **New User**. Enter **Username** and **Password**. Set **Display name**, **Email address**, **Account type**, **Timezone**, and **Status**. For Agent accounts, enter **AMS agent name**.
2. Use **Restrict sign-in by IP address** if the account must use permitted networks.
3. Click **Next: offices & roles**. Select **Offices** and **Roles**, then **Create user**.
4. To edit, enter a name in **Search users**, click **Manage**, edit **Details**, then **Save changes**. Leave **New password** blank to keep it; **Username** cannot change.

Email must be unique. If some assignments fail, fix the created account instead of creating it again. Add coworkers here: [Sign up](/help/self-serve-onboarding/) creates a separate company with an Agent administrator.

Directory > Team shows **Display name** (or username if blank), username, and **Email address**. Update **Display name** or **Email address** here to correct those directory fields.

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## Set offices, roles, phones, and goals

1. In **Manage > Offices** or **Roles**, select entries from the available or current list. Click **Add selected** or **Remove selected**; each saves immediately.
2. For an Agent, save **Account type** first and add office membership. Open **Phones & goals**.
3. Under **Phone Assignments**, choose one phone per office, then **Save Phone Assignments**. **No assigned phone** clears it.
4. Under **Goal Office Assignments**, tick contributing offices, then **Save Goal Offices**.

Office membership permits access. Phone assignment chooses the calling device. Goal offices add a share of each office’s monthly target, divided among its assigned goal agents. **Save changes** also saves details, phones, and goals; office and role selections need their own buttons.

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## Disable or restore an account

1. On the user’s row, click **Disable**, then confirm **Disable this user account?** Use **Sessions > Log Out** to end an existing session too.
2. To restore access, turn on **Show Disabled**, click **Enable**, then confirm **Enable this user account?**

Disabling keeps assignments. An Agent account remains in Team with **Not active** status. You cannot disable your own account with the row button.

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## End a session

1. Open [Sessions](https://app.agencymesh.app/administration?tab=sessions). Use **Search sessions** and **Refresh**. Match **User**, **Active Office**, **Active Phone**, **Active Page**, **Login At**, and **Last Seen**.
2. Click **Log Out**, then confirm **Log this user out?** The session ends on its next request. Your own row signs you out.

The list shows tracked activity from the last 12 hours, not a 12-hour session limit. Agent accounts show their newest valid session; Office accounts can show several. Account edits do not replace **Log Out**.

## Related guides

- [Onboarding: set up your company](https://agencymesh.com/help/self-serve-onboarding.md)
- [Sign in and sign out](https://agencymesh.com/help/accounts-and-sign-in.md)
- [Manage your company](https://agencymesh.com/help/office-administration.md)
- [Set up offices and zones](https://agencymesh.com/help/administration-groups-and-zones.md)
- [Get a two-factor code](https://agencymesh.com/help/security-and-two-factor.md)
- [Set your script name and status feedback](https://agencymesh.com/help/user-preferences.md)