Users, permissions and account settings
Adding someone to your account takes an email address, an extension and a set of permissions. This guide covers sending the invitation, what each access right actually controls, the three worth thinking twice about, and why a user with texting permission still cannot send.
Notification settings decide who receives your call report, fax journal and automation alerts, and how often. This guide covers the recipients grid, setting each schedule, why automation alerts are realtime, and how to pick a frequency people will actually read.
Business Settings holds the details shown on your invoices and faxes, plus your billing contact and time zone. This guide explains each field, why the time zone quietly affects business hours and every timestamp you see, and when these settings are worth reviewing.