Who has access to Users & Teams?

• All users with the User & Team permission can view and edit the settings.

Open Users & Teams

1. Click the gear icon .

2. Select your organization .

3. Expand the User Accounts list.

User

Create a new user

You need to have available licenses.

1. Click the plus sign .

2. Add user ID (email or mobile number).

3. Fill in personal information.

4. Add extra information (optional).

5. Select license type .

6. Assign mobile & landline numbers if applicable.

7. Copy the landline number.

8. Click the icon next to the mobile number.

9. Paste the mobile number as the linked number and activate mex → click Save .

10. Select additional display numbers (e.g. group numbers) and default country code prefix.

11. Assign roles. Under Permissions via roles, you can see what rights the role grants.

12. Add team (occurs automatically if roles are linked to teams).

13. Select default language .

14. Change the time zone if necessary.

15. Choose whether the user should be created and invited directly (default) or saved as a prepared user.

16. Click Create .

User ID is used for login and password reset.

Edit or delete a user

Edit

1. Select users in the list and expand.

2. Make changes.

3. Click Save .

Remove

1. Expand the user.

2. Scroll to the bottom.

3. Click Remove User .

4. Confirm with Yes .

Deleting a user cannot be undone.

Prepared users

This shows users that have been created but not yet invited.

To activate and send the invitation:

1. Expand the Send invitations list.

2. Select one or more users.

3. Click Send .

Export users

You can export to Excel format : active users, prepared users, or both.

1. Click the three-dot icon.

2. Click the down arrow icon to export.

3. Toggle on Active users .

4. Toggle on Prepared users .

Team

Create new team

1. Click the plus sign .

2. Name the team.

3. Select user.

4. Click Create .

A team usually corresponds to a department, where you can collect department-specific channels.

Edit existing team

1. Expand the team.

2. You can:
   • Change name.

   • Change avatar (pen icon).

   • Choose roles that automatically belong to the team.

   • See public & private channels.

   • Create new channels.

   • Add more members.

3. Click Save .

Disable teams

1. Expand the team.

2. At the bottom, check Disabled .

3. Click Save .

Deactivated teams are not visible to users but can be reactivated.

Roles & permissions

Create new role

1. Click the plus sign .

2. Name the role (e.g. Telephony Administrator ).

3. Assign permissions .

4. Select the team to which the role should automatically belong.

5. Assign team permissions.

6. Assign the role to users.

7. Click Create .

Edit or delete role

Edit

1. Expand the role.

2. Make changes.

3. Click Save .

Remove

1. Expand the role.

2. At the bottom, click Delete .

3. Confirm with Yes .

Removing a role affects all users assigned to it. Associated teams also disappear.

Assign permissions without roles

It is possible to assign permissions directly, but we recommend working with roles.

1. Expand the Permissions list.

2. Select permissions.

3. Click Save .