We're glad that you're interested in inviting your team members to our platform. In this article, we'll explain how you can do this, and the different levels of access available.
There are three levels of access in our platform: Owner, Managers, and Employees.
The Owner has full access to all features and functions of the platform, including the subscription management tab.
Managers have access to all sales report analysis and the option to add new team members.
Employees have access only to their own calls and their stats.
To invite a team member to our platform, follow these steps:
Log in to your account as the Owner or Manager
Click on the Users Settings tab.
Click on the "Add Employee" button.
Enter the team member's email address and select their access level.
Click "Save."
The team member will receive an email invitation to join the platform. They must confirm their email address by clicking on the link in the email. Once confirmed, they will be able to log in to the platform and access the features and functions available to their access level.
It is also possible to add an employee without an email invitation. This option is useful if you want to track their stats in the platform without opening access to them.
We hope this article has been helpful in explaining how to invite team members to our platform and the different levels of access available. If you have any further questions or need assistance, please don't hesitate to contact our support team.