# Manage users and sign-in sessions

> Create Office or Agent accounts, assign access and phones, and end sessions.

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

Last reviewed October 1, 2026 by AgencyMesh Product Support · Checked against release 2026.10

Use [Administration > Users](https://app.agencymesh.app/administration?tab=users) for account setup and [Sessions](https://app.agencymesh.app/administration?tab=sessions) for active sign-ins. Operations and Administrator can make changes; Accounting can review these records.

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## Find an account

Enter a name in **Search users**, then select **Manage**. Turn on **Show Disabled** for inactive accounts. Status icons explain missing account details, office assignments, or roles.

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## Choose the account type

Set **Manage > Details > Account Type**, then **Save Changes**. Office-to-Agent changes invalidate older tracked sessions on their next request. Account Type does not add roles or office membership.

**New User** defaults to **Office**. Change it to **Agent** for an individual account; select the required roles separately. Self-serve signup creates the company’s first administrator as an Agent account instead.

| Item | Guidance |
| --- | --- |
| Office | Shared office sign-in with multiple active sessions. Dashboard shows the full eligible office queue; users choose a phone beneath an office. Individual AMS, phone, and goal assignments are not used. |
| Agent | Individual sign-in with only the newest valid session. Dashboard divides eligible follow-up among active Agent users and uses the phone assigned for the selected office. Set AMS Agent Name and the phone/goal-office assignments. |

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## Create or edit a user

Email must be unique. **IP Restricted** limits sign-in to permitted networks; it is separate from office membership and Dashboard selection.

Add colleagues here to keep them in your existing company. [Self-serve Sign up](/help/self-serve-onboarding/) creates a separate company.

1. Select **New User**. Enter required **Username** and **Password**; set **Display Name**, **Email**, **Timezone**, **Status**, **Account Type**, and **IP Restricted**. For Agent accounts, enter **AMS Agent Name**.
2. Select **Next**. On **Assignments**, choose **Office's** and **Roles** under **Initial Assignments**, then **Create User**. Hold Cmd/Ctrl to select several entries. If only some assignments fail, correct the created account instead of creating it again.
3. For an existing user, edit **Manage > Details > Save Changes**. Leave **Password** blank to keep it; Username cannot change.
4. Use **Manage > Office's > Add Office / Remove Office** and **Roles > Add Role / Remove Role** for membership changes. Each button saves its own change.

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## Assign an Agent’s phones and goal offices

These assignments are separate: office membership permits access; phone assignment chooses the calling device; goal-office assignment includes that office’s share of the monthly target. Shares are divided among agents assigned to that office for goals and added across the selected offices. A missing office or phone requires its underlying office setup to be corrected.

1. Save **Account Type: Agent**, add office membership, then reopen **Manage > Assignments**.
2. Under **Phone Assignments**, choose one phone per office and **Save Phone Assignments**. **No assigned phone** clears it.
3. Under **Goal Office Assignments**, select contributing offices and **Save Goal Offices**.

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## Disable or restore an account

Disable retains the account and its assignments. You cannot use the row’s Disable action on your own account.

1. Select **Disable** on the user’s row and confirm **Disable this user account?** Use **Sessions > Log Out** as well to end an existing session.
2. To restore, turn on **Show Disabled**, select **Enable**, and confirm **Enable this user account?**

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## Find the active session

In [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** before acting.

The list covers tracked activity seen within the last 12 hours, not a 12-hour session lifetime. Agent accounts show their newest valid session; Office accounts can show several. Check Account Type in Users; Sessions has no type column.

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## End one session

Select the session’s **Log Out** and confirm **Log this user out?** The session becomes unusable on its next request. Your own row’s **Log Out** link ends your current session. Account edits do not replace this action when an existing session must end.

## Related guides

- [Create your company and first account](https://agencymesh.app/help/self-serve-onboarding.md)
- [Sign in to AgencyMesh](https://agencymesh.app/help/accounts-and-sign-in.md)
- [Get started with Administration](https://agencymesh.app/help/office-administration.md)
- [Manage groups, offices, and zones](https://agencymesh.app/help/administration-groups-and-zones.md)
- [Get and manage two-factor codes](https://agencymesh.app/help/security-and-two-factor.md)