Users and roles

Office users are free and unlimited. People working remotely need a remote user seat for their emergency (911) address.

Invite people

1. In the portal, go to Users and choose Add User, or Import CSV to add many at once.
2. Choose how to invite them: by Email or with a Magic Link you send yourself.
3. Choose a role: User, Admin, Accounting or Analytics.

Then add them to the team lines and groups where they answer calls.

Accepting an invitation

The person you invite sees Welcome to VoiceSuites and chooses Accept all. If they’re working remotely, they enter their 911 work address before joining. If they choose I’ll do it later, the invitation waits in My Tasks.

Roles and permissions

Under Roles & Permissions you can create your own roles. For each area, such as users, teams, phone numbers, call records or billing, choose:

• Scope: None, Global, Office or Self.
• Actions: Create, Read, Update, Delete or Setup.

Changes apply the next time the person signs in.

Removing someone

Before you can delete a user, take them off their team lines and groups, and reassign or cancel any direct line they hold.