How do I set permissions and settings for a sub-account?

How do I set permissions and settings for a sub-account?

This section provides step-by-step instructions to set permissions like show/hide menus and Auto-sync options from your voice provider. Learn how to adjust menu options and auto sync seamlessly through your voice provider.

Sub Account Permissions:

Manage sub-account permissions to control visibility of menus. Customize access by hiding or showing specific menus based on customer needs.

1. Login to your agency account & Navigate to Sub-accounts.

2. Open your appropriate sub account & Tap on the Permissions option.

3. View your existing available options enabled

  • Contacts/Outbound Calling
  • Call Insights

Set Auto Sync of Call log and Analysis Prompt:

1. Login to your agency account & Navigate to Sub-accounts.

2. Open your appropriate sub account & Tap on the Settings option.

3. View your existing available options enabled

  • Automatically sync call logs after the call ends
  • Automatically update the Analysis prompt
  • Set the Maximum Concurrent Outbound Calls Allowed

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