How to Edit User Information and Permissions

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

• Navigate to Settings > My Staff to access Team Management.

• Under Team Management, choose 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 not the main/primary user (as an administrator) for our software, you will not be able to make changes through this option.

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