Inviting your Team and User Permissions

Inviting your Team and User Permissions

Adding a new user to your Company

Adding a new user to your company will invite them to sign up with a Voicee account. If they already have a Voicee account registered with their email address, they will be invited instantly without verification

To add a new user simply go to the People tab -> Users and click the Plus Icon in the top right corner


Note: If you don't have the People Menu item or the Users Submenu, you do not have the permissions on the Company to add/edit users, see Permissions below.

Company Roles

To give you the confidence to add your team, without complicating your security, we've simplified Roles into pre-set permissions and role names.

Permission/Role
Staff
Manager
Admin
View Sites
(See Site permissions)
✅
✅
✅
View Accounts / Invoices
(See Site permissions)
✅
✅
✅
View Voicemails
✅
✅
✅
Leave comment on Voicemails
✅
✅
✅
View / Create Marketing Material

✅
✅
View / Edit Customer Info

✅
✅
Add / View / Edit Users


✅
Add / Edit Company Integration Settings


✅
Edit Caller ID Settings


✅


To edit a Company Role, you will need to be a Company admin yourself. Without this permission you will not be able to see this settings.



Simply find the user in your list and click the Pencil icon. You will be presented with a editor window with all sites you have visibility too.



Site Roles

Site roles work hand in hand with Company Roles. You can be a Company Admin, but have no visibility to particular sites.
Or you could be a Staff User with Admin access to a particular site (to view, and edit billing information)
This gives you the power to set roles per site to suite your needs!

Permission/RoleNoneViewerEditor
Admin
View Site on Dashboard

✅
✅
✅
See Public Numbers / Call Flows

✅
✅
✅
See Voicemails

✅
✅
✅
See Call History

✅
✅
✅
See Devices and Device Passwords

✅
✅
✅
Leave comments on Voicemails

✅
✅
✅
Edit Site Information


✅
✅
Add / Edit Call Flows


✅
✅
Add / Delete Devices


✅
✅
Can Set Individual Permissions for Sites
(Must have Admin Permissions to Company)



✅
Update and Change Billing Information



✅
View / Download Invoices



✅



Revoke a Users Access

When you revoke a users access, you do not delete that account. The account simply loses access to your company and all sites linked to it.
You can re-add the user back to your account at anytime, you will need to reset the roles for this user.


    • Related Articles

    • How to Use Voicemail Tags

      In this article we will explain how you can use Voicemail tags to classify your Voicemails as they are processed through your Workflow. Setting up Voicemail Tags Open the Voicemail Centre on your Voicee Dashbaord Click on the Tags button in the top ...

    • Registering Voicee on Android Device

      Any iOS device running iOS 13 or later can run a SIP software phone that is compatible with Voicee's infrastructure. There is no specific brand or software developer requirement for Voicee to work, however we do regularly do testing on the popular ...

    • Auto Queue (AutoQ)

      What AutoQ Does? AutoQ is adds a smart Queue into your Workflow. This stops your devices from being called while you're on another call. It works by queuing and ordering your callers and the moment one of your devices becomes available, the call will ...

    • Random call Failures do to timeout - "request timeout"

      If your phone randomly fails to connect, ringing occasionally and failing other times, it is likely because your IP Address may be changing too frequently. This is common when using 4G services for your internet connection. One solution is to reduce ...

    • Adding Voicee to Yealink Devices

      Voicee works perfectly with Yealink Devices and other SIP Based Phones. To get started, you will need these elements: A Yealink Phone connected via Ethernet A computer or Ipad connects to the same network as the Yealink phone You will require ...