👥Guide to Edit User Information and Permissions

Administrator

Last Update há um ano

User Permissions enable you to grant or restrict certain access and capabilities for different team members. Follow these steps below:


* Go to Settings > My Staff to access Team Management and Teams.


* Beneath Team Management, select the User you want to edit (information or permissions). Click Edit.


* To update basic User Info such as name, email, phone number, password, email signature, and calendar assignment, drop down the User Info and make your changes.


* To update User Permissions, drop-down User Permissions and toggle on/off which settings you would like to update.


* To update User Roles, drop-down User Roles and change the user to an admin or a user.


NOTE: If you are the only user, you will not be able to make changes through this option.


*To assign/edit an outbound number assignment or to add in a voicemail recording, drop-down Call and Voicemail Settings.

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