All Members

It contains a list of all the team members added. You can view, edit and delete any team member. Click on the Select and Action button to edit or delete the users.

Create Agent Login

To create a login for an agent, follow these steps:

Click on the Settings tab on the side navigation.
Click User Management > Manage Teams > Add Team Member.
Enter the required details.

Enter the data as per the fields described below:

Field	Description
Name	Enter the name of the team member.
Email address	Enter the email ID of the team member.
User role	Choose the role to be given.
Auto-generate password	Toggle the switch to generate automatic password for the user.
Login ID	Specify the login ID.
Allowed IPs	Choose whether to allow all IPs or only selected IPs.
Phone Number with country code	Enter the complete phone number of the user.
Status	Enable to make the user active, otherwise choose Disable.
Agents for CDR	On choosing Select All, the agent will be able to see the calls that all agents are receiving..
Associate Agent	Choose the respective agent from the dropdown list to associate with the team member (required only when login based calling is enabled).
Login based Calling	Toggle the switch to enable login based calling for the user.
Block Web Login	Toggle the switch to block web login access for the user.

Click on the Save button.

You can edit the user details by clicking the Select an Action dropdown menu next to the team member and selecting Edit User. A window appears giving you the option to update the details. Click the Save button to make the changes.

Also, you can delete a user by clicking the Select an Action dropdown menu and clicking Delete User. A deletion prompt appears, click on yes to confirm the deletion.