Managing Team Access and Roles

The Team Access panel provides multiple management options for team members, such as adding or removing users. This centralized interface allows for seamless updates to your team’s permissions and access.
Note: User permissions may restrict access to certain areas.

Team Directory Overview
Upon accessing this section, you'll see a list of all team members with access to the system. Key details like names, email addresses, and contact numbers are visible, offering a quick snapshot of your team.

Role-Based User Filtering
To filter users by role, use the dropdown menu to select between admin, user, or view all options. The list will dynamically adjust, helping you quickly identify team members based on their roles.

Finding Specific Team Members
With the search feature, you can quickly find a specific team member by entering their name, email, or phone number into the search field, speeding up your access to their details.

Editing Team Member Profiles
To edit a team member’s profile, click the pencil icon beside their name. A window will open, allowing you to change their details, including permissions, roles, and availability settings. You can also remove or delete users from this menu.

Onboarding New Users
To add a new team member, press the "Add Employee" button and fill out the necessary details.

Modifying User Info and Settings
You can update details like name, email, and phone for each user. Additionally, you can upload a logo, reset passwords, assign an email signature, and attach specific calendars to users.

Customizing User Permissions
If you’re an admin, you can adjust permissions for each user, deciding which parts of the system they can access or modify. This feature is useful for restricting access as needed.

User Role Assignment
Within the User Roles area, you can classify a team member as either a user or an admin, assigning access privileges accordingly.

Managing Call & Voicemail Configurations
Set up voicemail greetings and call routing options for your team. Additionally, you can assign specific Twilio numbers to users who need dedicated phone lines.

Adjusting Team Member Schedules
You can define when and where team members are available for meetings by selecting specific days, times, and locations in this section.

Configuring Calendar and Video Settings
This section allows you to connect team members to calendars and video conferencing accounts, ensuring smooth scheduling. You can also view other calendars to avoid overlaps.

Detailed Permissions Control
Enable "Granular Permissions" through the Labs settings to fine-tune the exact areas of the system that users can access or modify. This provides precise control over user roles.

Permission Copying and Data Access
After defining permissions, you can apply them to other users by copying the settings. Additionally, control each user’s data access scope based on their role and assignments.