How to Invite a New User and Assign Permissions
Invite a teammate to the correct location, choose an extension and access rights, and complete the checks that make their account ready to use.
Users, permissions and account settings
Invite a teammate to the correct location, choose an extension and access rights, and complete the checks that make their account ready to use.
Set the recipients and delivery schedules for Call Report, Fax Journal and Automation Alerts, then verify both the report activation and the saved settings.
Update the selected location’s business details, billing contact and time zone, save the changes and check the information in the relevant screens.
Check the location, saved recipients, report activation, schedule and mailbox filters when a Call Report, Fax Journal or Automation Alert does not arrive.
Understand the 20 access rights, the permissions included within other permissions, and the checks to make before granting or narrowing a teammate’s access.
Find the right user, update their extension or permissions, and distinguish editing, deactivation and deletion when responsibilities change.
Choose which business numbers a teammate can use for texting, confirm the selection, set the default for new messages and troubleshoot missing number access.
Review an extension’s internal name, outbound caller ID, voicemail email, recording mode and Enabled setting, and save only the changes you intend.