Roles and seats explained
All five roles, which ones cost a seat, creating an account for an agent with no email, and teams.
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Step by step
After this video you can invite your team with the right roles, see which ones use a paid seat, create an account for a caller who has no email, and group people into teams.
- 1
Know the roles
A workspace has one Owner. When you add someone you pick one of five roles: 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, calls and the live board; Agent works their own leads from the app; Viewer reads leads, calls and reports but changes nothing.
- 2
Know who uses a seat
Agents and team leads use seats, and so do owners and admins who switch on calling in the LumaKol app. Other owners, admins, billing admins and viewers are free, up to three per workspace including the owner. The role list in the invite marks each role Seat or Free.
- 3
Invite by email
Team → Invite member. Enter their email and choose the role. We email them the link, and you also get it to share on WhatsApp. An invitation for an agent or team lead reserves a seat until it is accepted, revoked or expires after 7 days; pending ones are on the Invitations tab.
- 4
Add a caller who has no email
Use Add user instead. You create the account with their mobile number and hand over the sign-in details; no email or invitation is needed, and they choose their own password the first time they sign in.
- 5
What the invitee does
They open the link, add their name and mobile number and choose a password, then confirm with the 6-digit code sent to their email. Agents then install the calling app and sign in with the same mobile number.
- 6
Group people into teams
Team → Teams → Add team. Pick the team lead and tick the members. Team leads see and manage the leads of everyone in their teams, and teams decide whom they can hand leads to.
- 7
Change a role or deactivate someone
A role change applies immediately. Deactivate signs the person out everywhere and frees their seat; their leads stay and can be reassigned in one action from the Leads or Lists page. Reactivating restores access with the same password and seat.
- 8
Hand over ownership
Make owner on an admin’s page gives them the workspace, the plan and billing, and you stay on as an admin. Only an admin can become the owner, so change the person’s role to Admin first.
Tips
- The free trial includes 3 callers, and the limit cannot be raised until you subscribe.
- An individual account cannot invite anyone. The owner can switch it to a company account in Settings → Organization; the switch is one way.
Read the full guide
The written guide covers the same screens, with every setting explained, so you can follow along at your own pace.
- Invite your team and choose rolesAgents, team leads and owners or admins who call use seats; up to three other owners, admins, billing admins and viewers are free. Invite by email, or create the account yourself for agents who do not use email.
- PricingCalling CRM pricing per user, with a 14-day free trial
More from Parte prima: configuralo
- 1Read your dashboard like a manager3:22
- 2Build your pipeline3:17
- 3Call outcomes that book the next follow-up3:10
- 4Custom fields, call scripts and message templates3:22
- 6Import leads from Excel or CSV2:45
- 7Assign, reassign and reset lead lists2:54
- 8How your agents work a lead2:27
- 9Follow-ups, live board and attendance4:30
- 10Reports and billing4:35
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