> ## Documentation Index
> Fetch the complete documentation index at: https://docs.salesfinity.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Set up your team

> Name your team, choose its notifications, and lock dialer settings for each rep.

Make Salesfinity look and behave like your team in a few minutes.
Locking key dialer settings means every rep calls the way you coach, without checking each laptop.

<Note>
  Only the **team owner** or someone with an **Admin** seat can change these settings. Members
  can see them but not switch them.
</Note>

## 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:

| Setting | What it does |
| - | - |
| **Enable Inbound Call Notifications** | Lets members get notifications for incoming calls. |
| **Enable SMS Inbound Notifications** | Lets members get notifications for incoming text messages. |

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.

<Steps>
  <Step title="Open Settings › People">
    Each dialer rule is a column in the members table.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

The rules you can lock:

| Rule | Choices |
| - | - |
| **Record calls** | **Optional**, **Mandatory** or **Off** |
| **Recording track** | **One Side (SDR)** or **Both sides** |
| **Allow AI dialing** | **Yes** or **No**. Turns parallel dialing off for that rep. |
| **Max parallel calls** | 1 to 5 lines |
| **SmartFlow**, **SmartRotate**, **Smart Connect** | **Always on** or **Always off** |
| **Multi-number dialing**, **Country matching** | **Always on** or **Always off** |
| **Dial during work hours** | **Always on** or **Always off** |
| **Automatic AI summary** | **Always on** or **Always off** |
| **Min calls per number**, **Max calls per number** | How many calls SmartRotate makes from one of your phone numbers before it switches to the next. The minimum can never go above the maximum. |

<Tip>
  A rule only matters if the rep's plan includes the feature. For example, **Max parallel calls**
  does nothing for a Silver seat, which dials one line. See [Choose the right plan](/account/plans).
</Tip>

## 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

<CardGroup cols={2}>
  <Card title="Invite your team" icon="user-plus" href="/account/seats-and-roles">
    Add reps and choose each one's seat.
  </Card>

  <Card title="Secure sign-in" icon="shield-check" href="/account/security">
    Require SSO or two-factor for the whole team.
  </Card>
</CardGroup>


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