---
title: How to add an agent in CloudTalk
description: This article explains how to add a new agent from the CloudTalk dashboard, including assigning roles, permissions, numbers, and groups.
---
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1. [Help Center](https://lp.cloudtalk.io/migration/knowledge?hsLang=en)
2. [Agents](https://lp.cloudtalk.io/migration/knowledge/agents?hsLang=en)
# How to add an agent in CloudTalk
## This article explains how to add a new agent from the CloudTalk dashboard, including assigning roles, permissions, numbers, and groups.
**Step-by-step instructions**
Step 1: Open the Agents section
1. Log in to your CloudTalk Dashboard.
2. From the left-hand menu, click Agents.
3. In the top-right corner, click Add agents.
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Step 2: Fill in the agent’s basic details
You’ll be redirected to the agent setup page. Enter the following details:
- First name
- Last name
- Email
- Password / Dashboard access credentials
(Create a password so you can share it with the agent for login.)
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Step 3: Select the language settings
Choose the preferred language for the agent:
- Select a specific language, or
- Use the company default language (Company Settings)
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Step 4: Assign a role to the agent
Select the correct role depending on the level of access the agent needs:
- Administrator
- Agent
- Supervisor
- Analyst
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Step 5: Configure permissions and visibility options
You can enable or disable additional settings such as:
- Show internal contacts
- Show contacts
- Invite to call monitoring
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Step 6: Enable or disable Global Settings
Choose whether the agent should follow company-wide settings:
- Toggle Global settings ON to apply default settings
- Toggle Global settings OFF to customize settings for the agent
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Step 7: Configure SMS visibility (optional)
If SMS access is required, choose the appropriate level of visibility:
- Global settings
- Access to all SMS
- Access only to SMS assigned to their number
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Step 8: Assign phone numbers (optional)
If the agent should use a specific number:
- Assign an existing number to the agent during setup
(You can also assign numbers later if needed.)
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Step 9: Add the agent to a group (optional)
If the agent is part of a team, assign them to a relevant group such as:
- SDR group
- CSM group
- Any other group based on your company structure
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Step 10: Add the agent
1. Review the information entered.
2. Scroll to the bottom.
3. Click Add agent.
✅ The agent will now be added successfully and available inside CloudTalk.
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Who can do this (permissions)
To add a new agent in CloudTalk, you must have one of the following roles:
- Administrator
- A role with permission to manage agents/users
If you do not see the Add agents option, you likely do not have the required access.
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- [Agents](https://lp.cloudtalk.io/migration/knowledge/agents?hsLang=en)
- [Default HubSpot Blog](https://cloudtalk-6195055.hs-sites.com/blog)
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