Google PlayApp Store
LumaKol
Primeros pasos

Invite your team and choose roles

Agents and team leads use seats; up to three owners, admins, billing admins and viewers are free. Invite by email, or by mobile number for agents who do not use email.

5 minWebPropietario / administrador
Antes de empezar
  • Names and mobile numbers (or emails) of the people who will call
  • Enough seats on your plan — the trial includes 3 callers
Ver esta guíaTutorial 5 de 20
El reproductor se carga desde YouTube solo cuando pulsas reproducir.
  1. 1

    Understand the roles

    Owner runs the workspace and billing. Admin manages settings and people, but not billing. Billing admin handles the subscription and invoices and can read reports. Team lead sees their team’s leads, the live board and recordings. Agent sees their own leads and calls from the app. Viewer can read leads, calls and reports across the workspace but change nothing.

    1. Owner / Admin
      settings, people, billing
    2. Team lead
      team leads, live board, coaching
    3. Agent
      own leads, calls from the app
    4. Viewer
      reads everything, changes nothing
    Only agents and team leads use paid seats
  2. 2

    Send the invitation

    Team → Invite member. Choose By email (we send the link) or By mobile number (you get a link to share on WhatsApp or SMS). Pick the role. The invitation reserves a seat until it is accepted, revoked or expires after 7 days. A workspace can have up to three free members — owners, admins, billing admins and viewers — including the owner.

    lumakol.com/app/app/team
    Invitar a un miembro
    4 de 10 asientos en uso
    Envíala por correo o, para agentes sin correo, por número de móvil: obtendrás un enlace para compartir por WhatsApp.
    Por correo
    Enviamos el enlace por correo
    Por número de móvil
    Tú compartes el enlace por WhatsApp o SMS
    Número de móvil
    +91 98765 00099
    Rol
    Agente
    Invitar miembro
  3. 3

    What the invitee does

    They open the link, add their name and mobile number, choose their own password and are signed straight in. (If you create the account for them instead, they get a temporary password and must choose a new one the first time they sign in.) Agents then install the calling app and sign in with the same mobile number.

    Android app Home after an agent signs in
    An agent’s Home screen after signing in on Android
  4. 4

    Group people into teams

    Team → Teams. Teams decide what a team lead can see and how round-robin assignment splits imported leads.

  5. 5

    Deactivate, reactivate or change a role

    From a member’s page. Deactivating frees the seat and ends the person’s access; their leads stay and can be reassigned in one action from the Leads or Lists page.

Qué tendrás al final

  • Everyone invited with the right role
  • Seats in use visible on the Team page
  • Team leads mapped to the people they coach

Relacionado

Empezar prueba gratis
¿Sigues atascado?

Escribe a soporte: una persona responde a cada mensaje en un día laborable.

Contactar con soporte

Guías relacionadas

Agent smiling at his phone while setting up an app at his deskInstall the Android app and set up your work SIMSign in with the same mobile number, walk through the permission steps, pick the SIM you call from, and let the app start capturing.6 minAndroidAgenteSales manager reviewing a printed lead sheet at her deskImport leads and assign themUpload the sheet your team already uses, map its columns, skip duplicates and invalid numbers, and deal the leads out to agents.8 minWebJefe de equipo / administradorBusiness owner reviewing plan details and taking notesPlans, seats and billingHow the trial works, which roles use seats, how to subscribe, change, pause or cancel, and where invoices and tax details live.5 minWebPropietario / administrador

Dele a su equipo un CRM que registre cada llamada

Configura tu espacio de trabajo en minutos y empieza a capturar llamadas hoy.

Crear cuenta gratis