Managing your team’s access to your Goodcall agents just got easier with the new Team Management features in Gen 3. This article will guide you through setting up and managing your team effectively, ensuring that everyone has the right level of access.
What is Team Management?
Team Management in Goodcall Gen 3 allows you to assign different roles to your team members, control their access to specific agents, and streamline the way your business manages its communication tools.
Key Features of Team Management
Agent-Specific Access Control:
Full Access: Grant team members access to all current and future agents.
Limited Access: Restrict access to specific agents based on roles or locations, ideal for businesses with multiple locations or departments.
Role-Based Permissions:
Admin: Can manage all aspects of an agent except billing information.
Editor: Has access to agent configurations but cannot manage team settings.
Performance Viewer: Can view performance data without the ability to edit agent settings.
Scalable Management:
Easily add or remove team members as your business grows.
Upgrade or downgrade roles as needed to fit your team’s changing responsibilities.
How to Set Up Team Management
Accessing Team Management:
Navigate to the Team Management section in your Goodcall dashboard.
Click on “Manage Team” to view your current team members and their roles.
Assigning Roles:
Click “Add Member” to invite new team members.
Choose the appropriate role (Admin, Editor, or Performance Viewer) based on their responsibilities.
Select the agents they should have access to – either all agents or specific ones.
Managing Existing Team Members:
To change a team member’s role or agent access, click on their name and select “Edit.”
Make the necessary adjustments and save your changes.
Best Practices
Review Access Regularly: Periodically review who has access to ensure it aligns with their current roles.
Limit Access When Needed: For security and efficiency, only grant access to those who need it.
Communicate Changes: Keep your team informed about their roles and any changes to their access.
Conclusion
The enhanced Team Management features in Goodcall Gen 3 are designed to give you greater control and flexibility. By setting up your team with the right access levels, you can ensure your operations run smoothly and securely.
If you need any help or have questions about setting up your team, our support team is here to assist you.