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User Access & Permissions

Video Tutorial​

Setting Up User Access & Permissions​

Adding New Users​

  1. Basic Information

    • Name
    • Email
    • Phone number (optional)

  2. Advanced Settings

    • Set custom password (optional)
    • System will send invitation email if no password set
    • Password reset link included in invitation

  3. Calendar Access

    • Add to existing calendars (if configured)
    • Configure calendar permissions
    • Set calendar availability

  4. Signature Settings

    • Add company signature template
    • Customize with user-specific details
    • Optional during initial setup

Role and Permission Settings​

  1. Basic Access Levels

    • Full Admin Access
      • Recommended for small teams (2-3 people)
      • Full system access
      • Can manage all settings

  2. Granular Permissions

    • Email access control
    • Automation permissions
    • Payment information access
    • System settings access

  3. Freelancer Settings

    • Default to no permissions
    • Add specific permissions as needed
    • Copy permissions from similar users

Phone and Voicemail Settings​

  1. Phone Number Forwarding

    • Web app forwarding
    • Mobile app forwarding
    • Personal phone number forwarding

  2. Ring Group Settings

    • Configure ring behavior
    • Notification preferences
    • Web vs mobile app notifications

  3. IVR Settings

    • Set default channel
    • Customize voicemail messages
    • Configure per-user settings

User Availability Settings​

  1. Calendar Integration

    • Custom meeting locations
    • Time zone settings
    • Working hours configuration

  2. Calendar Access

    • Add to specific calendars
    • Configure calendar permissions
    • Set video conferencing settings

Best Practices​

  1. Small Teams

    • Full admin access for simplicity
    • Quick setup and flexibility
    • Easy collaboration

  2. Larger Organizations

    • Granular permission control
    • Role-based access
    • Security-focused configuration

  3. Freelancers

    • Minimal permissions by default
    • Add specific access as needed
    • Regular permission reviews

  4. Phone Settings

    • Configure before use
    • Test forwarding settings
    • Document voicemail configurations

Next Steps​

  1. Continue to Profile Configuration
  2. Set up personal preferences
  3. Configure notifications
  4. Complete your onboarding process

Step 1: Creating User Accounts​

  1. Add New Users

    • Click "Add User" in the team section
    • Enter user's email address
    • Set initial password (or send auto-generated)

  2. User Information

    • Add user's full name
    • Assign department/role
    • Configure contact information

Step 2: Setting Up Roles​

  1. Default Roles

    • Administrator
    • Manager
    • Standard User
    • Read-Only User

  2. Custom Roles

    • Create custom role
    • Assign specific permissions
    • Set access levels

  3. Role Management

    • Edit existing roles
    • Clone roles
    • Delete unused roles

Step 3: Configuring Permissions​

  1. Access Levels

    • Full Access
    • Limited Access
    • Read-Only Access
    • Custom Access

  2. Permission Groups

    • Data Access
    • Feature Access
    • Settings Access
    • API Access

  3. Permission Assignment

    • Assign permissions by role
    • Set individual user permissions
    • Configure permission inheritance

Step 4: Final Configuration​

  1. Review Access

    • Verify all user assignments
    • Check permission levels
    • Test access controls

  2. Security Settings

    • Set up 2FA requirements
    • Configure password policies
    • Manage session timeouts

  3. Next Steps

    • Proceed to Profile Configuration
    • Set up personal preferences
    • Configure notifications
    • Set up integrations

Best Practices​

  • Follow the principle of least privilege
  • Regularly review access logs
  • Document permission assignments
  • Keep security settings up to date