⬇️Step 3 | Invite A Team Member

How to invite a team member, add new users and create teams for your account.

You can easily invite users or team members into your account, assign individuals to roles or specific teams.

Adding A User

Go to Settings > Users & Teams

Select 'Add Team Member'

Simply enter their details and select 'add'.

The user will appear in your 'Users View'

Active and deactivate a user at any time.

Control the online status of a User manually, if required.

To edit a user, select the 'action' button.

Edit the users role, and assign to teams as required.

Edit the users role, and assign to teams as required.

Creating A Team

Go to Settings > Users & Teams

Select 'Teams' > 'Create Team'.

Create your new team and "save"

You will now be able to to assign users to your created team.

To set call forwarding to your new team, check out Setting Up Call Forwarding

Check out our quick tutorial

If you need any further assistance please contact our Support Team via Live Chat or [e-mail]

Or visit our YouTube Channel for Supporting Videos