Who can access users & teams?
- Users with the permission Users & Teams can view and edit the settings
Access users & teams
- To access users & teams, click
expand the list
Users
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First of all, you need to have licenses available to create a user. If you have 0 unassigned you need to purchase more. You will find it under account settings.
To create a user:- Click
- Type in the personal info
- Type in the additional information (optional)
- Choose license type
- Choose phone number
- Add additional display numbers (e.g. an answer group) and default country code prefix
- Assign roles to the user, possible to expand en view which permissions are given via the roles
- Add teams (added automatically if previous tied to roles)
- Choose language for statuses and time zone
- At the top, choose to create and send the invite right away (default) or:
- At the top, toggle off
and it will become a prepared user you can invite later
- Click create
- Click
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To edit or delete a user, select the right one and expand it
To edit:- Edit the things you want to change
- Click save
- At the bottom
- Click remove user
- Click yes
This can not be undone. If you delete a user you can not restore it.
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If you created a user and chose to not send the invite right away this is where you will find it. To activate a prepared user:
- Expand send invites
- Choose all or a specific user
- Click send
- Expand send invites
Teams
Here you can create new teams and edit existing.
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A teams is usually a department, and it is where you gather all the department-specific channels.
You can create a team from this menu with the steps bellow or via the main interface using this guide- Click
- Give the team a name
- Select the members you want to add to the team
- Click create
- Click
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To edit a existing team, click to expand it
There is a few things you can do and edit in here:
- Change the name of the team
- Change the avatar, by clicking on
- Choose which roles that automatically should be a part of the team
- See lists of public and private channels
- Create new channels
- Add more members to the team
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A disabled team will no longer be visible for users. It can be enabled again. To disable:
- Expand the team you want to disable
- At the bottom, mark disabled
- Click save
Roles & permissions
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A role is a set of permissions you can add to users in order to do things a bit easier, for example, you can create a role named administrator for telephony, and everyone with that role can administrate the telephony part in the app.
To create a new role:- Click
- Give it a name, e.g. administrator for telephony
- Give the role the permission(s) you want
- Choose to automatically give users with this role access to a team and its' channels
- Choose team permissions if you assign a team to a role
- Assign the role to users
- Click create
- Click
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You can edit existing roles if needed. Just follow these steps:
- Expand
the role you want to edit
- Edit as needed
- Click save
- Expand
the role you want to delete
- At the bottom, click delete
- Click yes
Deleting the role will affect all role members. Connected team memberships, etc, will be revoked.
- Expand
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We highly recommend you to be working with roles, with that said, there is another way to give users permissions to view & edit things in the app (If you are not using roles)
To give all users default permissions:- Expand the list permissions
- Choose the permissions
- Click save
Instead of this, we recommend you to work with roles. When working with roles it is easier to bulk edit and give multiple users the same permissions.
- Expand the list permissions
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