To create one or more users; Both phoners, managers and meeting consultants, and sales access, you must do the following:
1. Select " Users" in the main menu and the top right corner "Create user":
2. You now have the option to create three types of users;
- Agents users who can call from the system.
- Calendar user are users who hold meetings with the customer, such as an insurance salesman who holds meetings that an internal user has booked.
- External users who can't call from the system.
3. At the top you choose which kind of user you wish to create:
4. Afterwards you can enter other information such as giving admin rights, teams, and so on.
NB: Be aware of your GDPR compliance so nobody gets access to data they shouldn't.