Add a Team Member as a New User

💡Click images to enlarge.

I — Create a Phone Number

1. 1) Go to Settings.

   

2. 2) Click Phone Numbers then click the green + Add Number button.

   

3. 3) Click Filter, enter the area code matching your user’s (or intended market’s) area code into “Search By digit or phrases”, set Match To to “first part of number”, then click APPLY to view available phone numbers.

   

4. 4)Once the new number has been acquired, click the pencil icon to the right of it to make edits. On the pop-up screen, type in the user’s full name as the Number Name, type in their actual phone number in the Forward Calls To field, and click SAVE.

   

   ✅ Complete!

II — Create a User Profile (+ assign phone number)

1. 1) Go to Settings.

   2) Click My Staff then click the green + Add Employee button.

   

2. 3) In the pop-up, start with the USER INFO section:

   • Their FIRST and LAST name
   • Email address
   • Phone number (their actual phone number).
     Seeing an error? See Error: “Invalid phone number”
   • Password — assign one here. We suggest something like Firstname$123 using their first name.

3. 4) USER PERMISSIONS section.

   💡The only permission you’ll have to turn ON is Only Assigned Data because it’s defaulted to OFF. With this ON, the user will only see his/her own leads — often used for sales teams. A pop-up will notify you of this — click OK.

   Typical sales-employee user permissions template:

   

4. 5) Skip to the CALL & VOICEMAIL SETTINGS section:

   • If you completed Step I above, the number you created should show up in the dropdown under Inbound Phone Number.
   • Select the number named after the user you’re creating the profile for.
   • Set the two Default Channel options to My Phone Numberso the user’s phone rings when a call is forwarded.
   • Click SAVE at the bottom.

   

   ✅ Complete!

III — (Suggested) Add your new user as a Contact entry

If you have your users inside automations, whenever the automation sends emails or SMS messages to the user, they’ll be populated as a Contact entry automatically. It’s annoying to have separate entries for one person:

1. An unnamed phone number
2. An unnamed email address

Prevent this by adding them as a Contact as well:

1. 1) Go to Contacts and click the + icon.

   

2. 2) Enter the user’s first name, last name, email, phone number, then click Save.

3. 3) Once the entry is created, scroll down on the left-hand section to TAGS and type “user”. The dropdown will show “user” — select it and the new Contact is now tagged with user.

   

   ✅ Complete! Adding your new user as a Contact entry prevents duplicated entries when the system contacts this person.