Invite people
1
Open People
Go to People and click Invite people.
2
Add their emails
Type or paste email addresses. You can paste a whole list at once.
3
Choose a role and branch
Pick what they can do, and which branch they belong to.
4
Send
Invites go out by email. They sign up with their name and email and a six-digit code.
Roles
Recordings and transcripts are protected separately from the call list. The Billing, Developer and Viewer roles can see that calls happened, but never what was said.
Branches
If you have more than one location, set up Branches: for example Marina, Downtown and Business Bay. Each branch has its own name, address, time zone, opening hours and phone numbers.- New people land in your head office branch unless you choose another.
- A manager sees and runs only their own branch.
- Agents and numbers can belong to a branch. Outbound calls use a number from the agent’s branch.
- Removing a branch keeps its numbers and agents in the workspace, and past calls keep the branch’s name.