1. Click "Settings"
Access the Settings menu
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2. Click "My Staff"
Open the My Staff section
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3. Click "Add Employee"
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4. Click "User Info"
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5. Add logo
Upload a personal logo for the team member
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6. Input details
Fill out basic information for each employee, including their Name, email, and phone number. You can also add phone extensions.
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7. Click "Checkbox" for Email Signature
Establish an email signature for each user to enhance the campaigns they are assigned to.
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8. Click "User Permissions"
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9. Edit User Permissions
As an administrator, you have the ability to toggle user permissions on and off within your team.
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10. Click "User Roles"
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11. Edit User Roles
You have the option to assign users as either a general user or an admin.
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12. Click "Call & Voicemail Settings"
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13. Edit Call & Voicemail Settings
If a user requires a dedicated number, you can include an inbound Twilio number here.
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14. set the call time-out limit
You can set the call time-out limit.
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15. upload a voicemail recording file
You have the option to upload a voicemail recording file
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16. Click "User Availability"
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17. Edit User Availability
User availability allows you to customize the default availability for each user.
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18. Click "User Calendar Configuration"
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19. Edit Calendar Configurations
To simplify scheduling, you can connect a Google calendar for each user with User Calendar Configuration. This allows users to sync their personal calendar within the system.
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