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Add team members, set permissions, and organize your team for efficient call handling.

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Adding team members

1

Go to Team Settings

Navigate to Settings → Team
2

Invite member

Enter their email address
3

Set role

Choose their permission level
4

Send invite

They’ll receive an email to join

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Roles and permissions

RoleWhat they can do
OwnerEverything. Billing, settings, team management
AdminMost things. Settings, team, but not billing
ManagerView all calls, manage calendar, limited settings
MemberView own calls, manage own calendar
ViewerRead-only access to calls and transcripts

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Permission details

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Owner

  • Full access to everything
  • Manage billing and subscription
  • Add/remove team members
  • Delete account

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Admin

  • All settings except billing
  • Add/remove members (not Owners)
  • Access all calls and data
  • Configure AI and integrations

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Manager

  • View all team calls
  • Manage team calendars
  • Assign calls to members
  • Run reports

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Member

  • View calls assigned to them
  • Manage own calendar
  • Handle assigned conversations

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Viewer

  • Read-only access
  • View calls and transcripts
  • Cannot make changes

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Team structure

Organize your team by:
  • Departments - Sales, Support, Operations
  • Locations - If you have multiple offices
  • Services - By service type offered
This helps with routing calls to the right people.

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Calendar per member

Each team member can have their own calendar:
  • Individual availability - Set their own hours
  • Personal bookings - Appointments go to their calendar
  • Round-robin participation - Include/exclude from rotation
See Round-Robin for team distribution.

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Notifications

Configure who gets notified for what:
EventWho to notify
New callAssigned member
Booking madeCalendar owner
Missed callTeam managers
Transfer requestAvailable members
After-hours callOn-call team

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Audit log

Track who did what:
  • Settings changes - Who changed what, when
  • Call actions - Who listened, responded
  • Team changes - Invites, role changes
Available to Admins and Owners.

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Best practices

Give team members the minimum permissions they need. You can always add more.
Name roles and teams clearly. “Northeast Sales Team” beats “Team 3.”
As roles change, update permissions. Remove access when team members leave.

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Team limits

PlanTeam members
Core3
Pro10
MaxUnlimited

Manage Team

Add and configure team members