My Staff (Teams setup)

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

• In this section you can add or remove users in your account. You can add a personal photo 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 campaigns they are assigned to.
• You can also assign a specific calendar to the user.
• Permissions: You can toggle on and off the various permissions for the users within your team.
• User Role: assign the user to be a general user or an admin.
• Call and Voicemail settings: 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.
• User Availability: set up the default availability for each user.
• User Calendar Configuration: connect a Google calendar for a user, if they want to sync their calendar in the system with a Google calendar.

• In this section you can add, edit, or remove teams (or pools) of users in your system. This can be helpful if you have a sales team and customer service team, etc. and need to differentiate between them.