Add Employees or Other Users

NOTE: Depending on your user permissions, you may not have access to all of the components.

ADD NEW USERS

Click here to add new team members.

EDIT USER INFORMATION

You can add a personal logo for each user too. For each employee, fill out their basic information: Name, email, and phone number. You can also add phone extensions here.

• You can set and reset passwords for each user here too.

• You can establish an email signature for each user, which can be helpful for the campaigns they are assigned to.

• You can also assign a specific calendar to the user.

EDIT USER PERMISSIONS

If you are the administrator, you can toggle on and off the various permissions for the users within your team.

EDIT USER ROLES

You can assign the user to be a general user or an admin.

EDIT CALL & VOICEMAIL SETTINGS

Here you can include an inbound Twilio number here if the user requires a dedicated number. You can also set the call time-out and upload a voicemail recording file.

EDIT USER AVAILABILITY

User availability lets you set up the default availability for each user.

EDIT CALENDAR CONFIGURATIONS

User Calendar Configuration allows you to connect a Google calendar for a user. If they want to sync their calendar in the system with a Google calendar.

Click here to learn more about adding users and employees to your account ➡️