How to manage users and teams
Explore smrtPhone Users section and how you can best control and manage users
Tudor Deak avatar
Written by Tudor Deak
Updated over a week ago

Anyone you add to your smrtPhone account is considered a User.

You can add/remove users, control their permissions, and create Teams for easy management of Call Flows.

(Disclaimer: even if the video above mentions the term Groups, you can find them in the system under the name of Teams)

Under the Admin menu in the left navigation (≑), you'll find the users tab. Here you can:

  • Add users

  • Remove users

  • Adjust permissions

  • Create user teams

  • Add users to teams

Adding Users

Invite a new user using his email or search for him in your CRM.

CRM adding - you can add new users by searching their names in the smrtPhone Add User box.

Email invitation - you can send users an email containing an invitation to your smrtPhone account. Simply insert their email address and press Invite user at the bottom.

Remove Users

You can remove users by clicking the garbage can next to their name.

Adjusting Permissions

Anyone you designate with customized permissions will have the capability to make decisions and changes within your smrtPhone system.

You can decide they will be having some permissions when you bring them into the system, or you can go into the user settings button βš™οΈ next to their name and toggle permissions on/off.

Creating Teams

You can team users together into Teams for coordinating purposes. This becomes important, especially for your Call Flows. You can have as many teams as you'd like.

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