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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 dkWebSahip / yönetici
Başlamadan önce
  • Names and mobile numbers (or emails) of the people who will call
  • Enough seats on your plan — the trial includes 3 callers
Bu rehberi izleyinEğitim 5/20
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  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
    Üye davet et
    10 koltuktan 4 tanesi kullanımda
    E-posta ile veya e-posta kullanmayan temsilciler için cep numarasıyla gönderin — WhatsApp’ta paylaşmak için bir bağlantı alırsınız.
    E-posta ile
    Davet bağlantısını biz e-postayla göndeririz
    Cep numarasıyla
    Bağlantıyı siz WhatsApp veya SMS ile paylaşırsınız
    Cep telefonu numarası
    +91 98765 00099
    Rol
    Temsilci
    Üye davet et
  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.

Sonunda elinizde olanlar

  • 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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