From the admin panel, open Team and select Invite User. Each invite includes a role: Admin (full account access) or Agent (calling and CRM sync only).
Invited users receive an email link to set their password and connect their CRM account.
How to add agents and set admin vs. agent permissions.
From the admin panel, open Team and select Invite User. Each invite includes a role: Admin (full account access) or Agent (calling and CRM sync only).
Invited users receive an email link to set their password and connect their CRM account.