How to Edit User Information and Permissions

Modified on Tue, 06 Dec 2022 at 08:44 AM

User Permissions allow you to grant or restrict certain access and capabilities for different team members. Follow these 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, 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 your system, 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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