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Premiers pas

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 minWebPropriétaire / administrateur

Avant de commencer

Names and mobile numbers (or emails) of the people who will call
Enough seats on your plan — the trial includes 3 callers

Voir ce guideTutoriel 5 sur 20

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
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
Inviter un membre
4 sièges sur 10 utilisés
Envoyez-la par e-mail ou, pour les agents sans e-mail, par numéro de mobile : vous obtiendrez un lien à partager sur WhatsApp.
Par e-mail
Nous envoyons le lien par e-mail
Par numéro de mobile
Vous partagez le lien sur WhatsApp ou par SMS
Numéro de mobile
+91 98765 00099
Rôle
Agent
Inviter un membre
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.
An agent’s Home screen after signing in on Android
4
Group people into teams
Team → Teams. Teams decide what a team lead can see and how round-robin assignment splits imported leads.
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.

Ce que vous obtenez à la fin

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

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