Adding Team Members to Voizee

Path: Settings / Organization / Team Members
Quick Link: Team Members

Voizee makes it easy to collaborate by allowing you to add multiple team members to your account, depending on your selected plan. You can customize what each member can see and access within the system.

How to Add a New Team Member:

1. Login to Voizee: Start by logging into your Voizee account.

2. Navigate to Team Members: From the left menu, go to Settings > Organization > Team Members.

3. Add a Team Member: Click the “Add Team Member” button.

4. Enter Team Member Details: Fill in the required information, including:

   • First Name
   • Last Name
   • Email
   • Phone Number
   • Password

5. Assign Roles: Choose appropriate roles based on the Voizee modules you are using:

   • Administrative Role
     • Administrator
     • Billing Manager
   • Calls Role
     • Call Agent
     • Call Manager
   • Live Chat Role
     • Chat Agent
     • Chat Moderator

Team Member Roles Explained:

• Call Agent: Can view calls assigned specifically to them in the call log. Calls are automatically assigned when they answer calls from the Callback Widget.

• Call Manager: Has access to all calls in the call log, including the scheduled call log, text message log, and email request log.

• Chat Agent: Can view chat dialogs assigned to them in the Active Chats log. Chats are automatically assigned upon accepting an invitation from the Callback Widget.

• Chat Moderator: Can see all chat dialogs in the Active Chats log, and has the ability to add or remove canned messages and delete any chat dialogs.

• Billing Manager: Can view invoices for past payments but cannot edit payment options or other account aspects.

• Administrator: The highest-level user with full access to view and edit all account aspects, including integration settings and user management.

Note: Access to logs is limited by the websites assigned to each user.

By effectively managing your team in Voizee, you can ensure everyone has the appropriate access and tools they need to succeed.

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