How to Manage Users and Teams

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

Learn how to manage Users and Teams in this article, including how to add/remove Users, control their permissions, and create Teams. Only users with granted permissions can manage other users and teams.

This video is a great introduction:

(Disclaimer: in this video, we use the term Groups, which are now considered Teams in your smrtPhone system)

Under the Admin Menu in the left navigation (≡), you'll find the Users tab. Here, you can:

Invite a new user using via email or search for them in your CRM.

Add via CRM - Add new users by searching their names in the smrtPhone Add User box - Only Podio and Salesforce Users.

Email invitation - Send an email containing an invitation to your smrtPhone account to invite someone to be a user. Add their email address and press Invite User at the bottom - All currently integrated CRMs.

Learn how to add users to smrtPhone ⇢

If you have the applicable permission, you can remove users by clicking the garbage can next to their name.

How to remove a user from smrtPhone ⇢

Users can be granted permissions when you first bring them into the system, or at any time you can go into the user settings button ⚙️ next to their name and toggle permissions on/off.
​

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

Customize User Permissions ⇢

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

To create a new Team, head to Admin Dashboard > Users > Add Team (upper right of the screen), then customize your team as you wish.

Learn more about Teams and how they can be used ⇢