Invite A Team Mate

Modified on Sat, 24 Oct at 11:35 AM

If other people need to answer or make calls from your virtual numbers, invite them to your workspace. You can group members into teams, for sales, support or anything else, and route calls to a team.

Invite a teammate

  1. Go to Settings → Members.
  2. On the Members tab, choose Invite Member.
  3. Enter their email address, pick a role (Admin, Member or Viewer) and send the invite.

Each plan includes a set number of seats. Once members plus pending invites reach your seats (plus any seat add-ons), you can't invite more. Remove a member or cancel a pending invite to make room, or upgrade.

You can change a member's role, or remove a member, from Settings → Members.

Create a team

  1. Go to Settings → Members and open the Teams tab.
  2. Choose Create Team, name it and save.
  3. Add members to the team.

To send calls to a team, see Setup Call Forwarding.

Need help? Email [email protected].

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