Team Management

Created by Ezra Weinstein, Modified on Mon, 03 Oct 2022 at 12:10 PM by Hannah Harris

Here’s an overview of the team management settings in your account settings management area. In this section, you can add or remove users from your account.


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


Team Members List


In this area, you will see all the team members associated with your account.


Filter Users


Filter your user list by roles.


Search Bar


Search for users by name, email, or phone number.


Edit Team Members


Click here to edit team members' information. You can also remove a team member from this location/sub-account, or delete the team member.


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 the "Start Help Guide" button in this section of your CRM to start an interactive, guided tour and learn more about the components found in this section and how to use them!

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