Settings: My Staff

The “Team Management” section is the place where you can manage your team’s information. Here you can add, edit, and delete team members. Follow the quick steps below to manage your team.

Step 1: Access Team Management

  • Navigate to Settings > My Staff> Team Management.
  • Click “Add Employee” to add a new team member.

  • Click the edit or trash can icon next to an existing team member to edit their access or delete their user.

  • You can also search or sort by role in the top right.

Team Management

This section allows you to edit User information, permissions, roles, Call & Voicemail Settings, User Availability, and User Calendar Configuration.

User Info

This area will allow you to update the information tied to specific users such as name, email, phone number, and password. Unique features here include email signature configuration and default calendar.

User Permissions

Toggle on and off permissions for user management if you are an administrator

User Role

Change role from user to admin and vice versa

Call & Voicemail Settings

Select a dedicated number for the user for inbound calls and adjust the incoming call timeout here. You can forward calls to the web application and/or the mobile app from this menu by selecting the checkboxes.

User Availability

For calendars where users are a part of a team with other agents. You would select your preferred meeting location such as their Zoom account then set what days and times they are available.

User Calendar Configuration

If the team member has a Google/Outlook calendar integrated in the settings area then you can adjust the integration here.

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