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Invite & Delete Team Members
Invite & Delete Team Members
Updated over 4 months ago

With Call Loop, you can have unlimited users on your account - FREE! Here's how to invite additional members and admins to access your account.

Invite Team Members

From your Settings > Company > Team click the invite team member button to invite your users.

Role

Access

Admin

Admins have the same access as the owner and can edit billing, add members, and everything else in the platform.

Member

Members with full access can do everything except have billing access.

Restricted access will restrict the user to only specific lists.

After you've invited your users, they will receive an email and will be prompted to create their account. You as the owner and admin have the ability to delete them from your account at any time.

Other Options

Delete Team Members

Objective

The objective of this SOP is to guide you through the simple and efficient process of deleting a user from your profile.

Key Steps

  1. Go to "Settings" on the top left-hand corner of the broadcast platform.

  2. Navigate to "Company" and then select "Team".

  3. Identify the user you want to delete and click on their profile.

  4. To delete the user, click on the delete option.

  5. Confirm the deletion when prompted.

  6. The user is now successfully deleted from the profile.

Cautionary Notes

  • Ensure you have Admin or Ower roles to delete a user from the profile.

  • Double-check the user's profile before deletion to avoid removing the wrong user.

  • Deleting a user is irreversible, so proceed with caution.

Tips for Efficiency

  • Communicate with team members if necessary before deleting a user.

  • Regularly review and update user profiles to maintain an accurate team roster.

Link to Video Walk Through

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