How to manage team members in VocalLabs

Step by step

1. 1

   When signing in, we're entering our phone number. You can also use a passkey, which is a secure and convenient way to sign in. We'll now enter the OTP. If it's not correct, we'll just re-enter the right one to get logged in.

2. 2

   Now we're in the dashboard. To give your users access, head over to 'User Access' in the settings menu. Here, you'll see everyone who currently has access to your company.

3. 3

   In our case, the company is Vocollects. All these users can access your calls, letting them manage and join communications. You can remove access by clicking 'Delete'. Or, to add someone new, just click this button and enter their phone number.

4. 4

   Plus, you can redact sensitive info like phone numbers right from the dashboard with this toggle. We also have an option to turn a user's availability on or off. This is key for managing agent presence.

5. 5

   Availability is important because agents need to be online to receive calls. They can change their status themselves. Or, an admin can toggle their availability right here from the dashboard.

6. 6

   So that's how you grant access to your users. You can also use 'User Access Settings' for more specific controls. That's it for managing agent access in Vocallabs.