Objective

Twilio allows Flex admins to manage users in multiple ways. This guide explains the available methods for creating or adding a Flex user, and how to remove them. 

Product

Flex

Environment

legacy Twilio Console

Procedure 

Create a Flex user

Each Flex user is represented as a TaskRouter Worker - this is described in our Flex user roles documentation. Flex users can be created in two ways:

• Twilio Console: Twilio Console users in the role of Owner, Administrator or Developer can access Flex via Console. When doing so, a TaskRouter Worker with admin privileges is created for this user. This is the recommended method for creating Administrator workers for Flex. To manage the Console users associated with your Flex project, see Adding, Removing, or Modifying Users with Your Twilio Project.
• Single Sign-On (SSO): Once SSO authentication is integrated for your Flex instance, users access Flex via SSO authentication using your identity provider (IdP). In this situation, the attributes passed by your IdP when a user logs in will determine the role for the created TaskRouter worker. This is the recommended method for creating non-Administrator workers (i.e., agents and supervisors). Please note that if you want your Administrators to have access to the Console, you should create them in the Console and not via SSO.

Remove a Flex User

After a Flex User and associated TaskRouter Worker has been created, removing the user requires two steps:

1. Remove the TaskRouter Worker from your Workspace.
2. Remove access to Flex from the original source:
   • If the user was created via Twilio Console, remove the user on your Twilio project.
   • If the user was created via your SSO, remove the user from your SSO Identity Provider (IdP).