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Bermula

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 minitWebPemilik / pentadbir

Sebelum anda bermula

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

Tonton panduan iniTutorial 5 daripada 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
Jemput ahli
4 daripada 10 tempat duduk digunakan
Hantar melalui e-mel, atau melalui nombor telefon bimbit untuk ejen yang tidak menggunakan e-mel — anda akan mendapat pautan untuk dikongsi di WhatsApp.
Melalui e-mel
Kami menghantar pautan jemputan melalui e-mel
Melalui nombor telefon bimbit
Anda berkongsi pautan di WhatsApp atau SMS
Nombor telefon bimbit
+91 98765 00099
Peranan
Ejen
Jemput ahli
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.

Apa yang anda ada pada akhirnya

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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