Only the team owner or someone with an Admin seat can change these settings. Members
can see them but not switch them.
Name your team and add a logo
Open Settings › Team. Under Team details, set your team name and upload a logo. Your team name shows to everyone you invite.Turn on team notifications
Under Notifications on the Team tab:
Each rep can also choose how calls reach them, under Settings › Account:
Accept Inbound Calls in App and Forwarding Phone Number.
Set dialer rules for each rep
Dialer rules lock a setting so a rep cannot change it. Leave a rule alone and the rep decides.1
Open Settings › People
Each dialer rule is a column in the members table.
2
Pick a value for one rep
Select the cell in the rep’s row and choose a value. Member decides means the rule is not
locked.
3
Or set it for everyone at once
Use the menu in the column header. It sets that rule for all members listed, so search first if
you only want to change some.
Set team call history access
The Team call history access column decides if a member can see the whole team’s calls. Set it to No to show a rep only their own calls. Owners and admins always see every call.Work across more than one team
You can belong to more than one team, and switch between them.- Create a team: on Settings › Team, select Create new team and give it a name.
- Switch teams: open your profile menu and pick the team you want to work in.
Change the team owner
The Change owner button under Manage your team is not self-serve yet. To move ownership to someone else, contact support.Next steps
Invite your team
Add reps and choose each one’s seat.
Secure sign-in
Require SSO or two-factor for the whole team.