Introduction:
Goodcall 3’s enhanced team management feature allows business owners to control how their team interacts with their AI agents. You can assign different roles, restrict agent access, and manage permissions, making it easier to scale operations across multiple locations or teams. This guide outlines how to set up and use the team management feature effectively.
Steps to Set Up Team Management:
Access Team Management: Go to your Account Settings and select Team Management.
Add Team Members: Click on Add User and enter the team member’s email address.
Assign Roles: Choose the appropriate role for the team member:
Admin: Full access to agent settings and team management (except billing).
Editor: Can modify agent flows, skills, and directories but cannot manage team settings.
Performance Viewer: Can only view performance data but cannot edit agents or configurations.
Restrict Agent Access: For multi-location businesses, limit each team member’s access to specific agents. For example, a location manager might only manage agents related to their franchise.
Save and Test: Confirm the roles and test permissions by logging in as a team member or requesting feedback from them.
Real-World Example:
Imagine you manage a chain of dental clinics with three locations, each having its own AI phone agent. You want to ensure that each location's manager can only access their specific agent without viewing or altering the other locations.
Here’s how you would set it up:
Admin Access: You, as the business owner, set yourself as an Admin to have full control over all three agents.
Location Managers: For each clinic, you assign the clinic manager as an Editor with access restricted to their location’s agent. This way, they can manage appointment scheduling flows and customer interactions, but not view or modify other locations' agents.
Support Team: The support team is assigned the Performance Viewer role, allowing them to view call data and performance reports to follow up on leads, but without the ability to alter the agents’ flows or settings.
This setup ensures that each team member only interacts with the agents relevant to their role, improving security and reducing the risk of unintentional errors.
Ready to take control of your team’s access? Log in now and explore the team management feature to streamline your operations in Goodcall.