Adding Team Members

1. Adding a New User

• Navigate to Settings > My Staff.
• Click the 'Add Employee' button in the top right corner.
• Under 'User Info', enter their First Name, Last Name, Email, and Phone Number.
• Set a secure password for the user.

2. Configuring Permissions

Switch to the 'User Permissions' tab. Here you can toggle access to specific features like Campaigns, Triggers, Contacts, and Reporting. If a toggle is turned off, the user will not see that feature in their left-hand menu.

3. User Roles

In the 'User Roles' tab, select either 'User' or 'Admin'. Admins have full access to settings and billing (if applicable), while Users are restricted based on the permissions you set.

4. Call & Voicemail Settings

Assign a specific RevStackr phone number to the user, set their inbound call timeout, and upload a custom voicemail greeting.