1. Click Settings
Access to the Settings option on the lower left side Menu.
2. Click My Staff
Access "My Staff" on the left side features menu.
3. Click +Add Employee
Click on Add Employee to grant your employees access to all your account information.
4. Add Profile Image
A profile image is a photo that will appear as your employee/user profile picture.
5. Add New User Info
Fill in the required fields, such as name, and email.
6. Click Roles & Permissions
Tick the box to grant all or limit access to certain areas.
7. Select User Role
When assigning user roles, it is important to consider the impact on system access and permissions. By selecting the appropriate user role, administrators can control the level of access and permissions granted to each user, ensuring that they have the necessary rights to perform their tasks without compromising system security.
8. Select User Permissions
Tick the box to grant all or limit access to certain areas.
9. Set Call & Voicemail Settings
By customizing your voicemail settings allows you to provide clear instructions and information for callers, improving the overall communication experience.
10. Set User Availability
This helps to avoid delays and misunderstandings, and ensures that important information is communicated in a timely manner. It also promotes a culture of respect and consideration for each other's time and commitments.
11. Click Save
Click on "Save" to apply changes.
Team Management
This section is used by the client to grant its employees access to their specific Topline OS account. Any employee created here will show up in Agency Team Management (1. above).
To access Team Management complete the following steps:
Click "Settings" in the side navigation menu of the sub-account view
Click "My Staff"
Here you or the client can add, delete, or edit details of an a user
Adding or editing an user allows you to update:
Personal logo
First name
Last name
Email (login email)
Phone
Password (login password)
Permissions
Admin Vs. User Permissions
The following is a table outlining permissions of sub-account level roles.
