[{"data":1,"prerenderedAt":135},["ShallowReactive",2],{"content-categories-help":3,"content-posts-help-all":23},[4,11,17],{"section":5,"slug":6,"title":7,"description":8,"icon":9,"color":10},"help","getting-started","Getting Started","Create your account, confirm your email with a code and sign in.","layers","#ECCC37",{"section":5,"slug":12,"title":13,"description":14,"icon":15,"color":16},"account-settings","Account Settings","Billing, balance and payments, plans and licenses, security and your workspace.","user-check","#66AAFE",{"section":5,"slug":18,"title":19,"description":20,"icon":21,"color":22},"using-tocaller","Using ToCaller","Buy phone numbers, invite your team and understand user roles.","route","#61E584",[24,37,45,54,62,70,78,85,93,100,107,114,121,128],{"section":5,"category":18,"slug":25,"title":26,"excerpt":27,"date":28,"modified":29,"readMinutes":30,"author":31,"image":32,"art":33,"html":36},"build-a-call-flow","Build a call flow","Decide what happens when someone calls your number: ring your team, let an AI agent answer missed calls, route by business hours and take voicemail.","2026-10-26T12:06:27Z","2026-10-26T15:12:44Z",4,"Amanda Brown",null,{"color":34,"scene":35},"#E25EDE","team","\u003Cp>A call flow decides what happens when someone calls one of your numbers: who rings, what the caller hears, and what happens when nobody answers. You build it on a canvas by connecting steps, called components.\u003C\u002Fp>\n\u003Cfigure class=\"wp-block-image size-large tc-screenshot\">\u003Ca href=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-use-14.png\" style=\"max-width:1440px\">\u003Cimg src=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-use-14.png\" srcset=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-use-14.png 2880w\" sizes=\"auto, 1440px\" alt=\"Call flow editor with business hours, dial, AI agent, playback audio and voicemail steps connected on the canvas\" width=\"1440\" height=\"900\" loading=\"lazy\" decoding=\"async\" \u002F>\u003C\u002Fa>\u003Cfigcaption class=\"wp-element-caption\">A call flow where an AI agent answers when nobody picks up.\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\u003Cp>The example above never lets a call go unanswered. During business hours the call rings you first. If you don’t pick up, an AI agent answers and hands the caller over to the team when they need a person. If the AI is unavailable or the team doesn’t answer, the caller can leave a voicemail. Outside business hours, a short message plays and the caller goes to voicemail.\u003C\u002Fp>\n\u003Ch2>Before you start\u003C\u002Fh2>\n\u003Cul>\n\u003Cli>Each phone number has its own call flow.\u003C\u002Fli>\n\u003Cli>Call flows are edited from \u003Cstrong>Phone Numbers\u003C\u002Fstrong>, which the workspace \u003Cstrong>Owner\u003C\u002Fstrong>, \u003Cstrong>Admins\u003C\u002Fstrong> and \u003Cstrong>Supervisors\u003C\u002Fstrong> can open.\u003C\u002Fli>\n\u003Cli>To ring people in your workspace, link them to the number first. See \u003Ca href=\"\u002Fhelp-center\u002Fusing-tocaller\u002Fassign-numbers-to-users\u002F\">Assign phone numbers to users\u003C\u002Fa>.\u003C\u002Fli>\n\u003C\u002Ful>\n\u003Ch2>Open the call flow editor\u003C\u002Fh2>\n\u003Col>\n\u003Cli>In the sidebar, click \u003Cstrong>Phone Numbers\u003C\u002Fstrong>.\u003C\u002Fli>\n\u003Cli>In the \u003Cstrong>Call Flow\u003C\u002Fstrong> column, click \u003Cstrong>+ Configure\u003C\u002Fstrong> next to the number.\u003C\u002Fli>\n\u003C\u002Fol>\n\u003Cfigure class=\"wp-block-image size-large tc-screenshot\">\u003Ca href=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-use-15.png\" style=\"max-width:1178px\">\u003Cimg src=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-use-15.png\" srcset=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-use-15.png 2356w\" sizes=\"auto, 1178px\" alt=\"Phone Numbers list with the Call Flow column and the Configure buttons\" width=\"1178\" height=\"264\" loading=\"lazy\" decoding=\"async\" \u002F>\u003C\u002Fa>\u003Cfigcaption class=\"wp-element-caption\">Open a number's call flow from the Call Flow column.\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\u003Cp>The editor opens with \u003Cstrong>Incoming Call\u003C\u002Fstrong> on the canvas. Every call starts there, and it can’t be deleted.\u003C\u002Fp>\n\u003Ch2>Add and connect steps\u003C\u002Fh2>\n\u003Col>\n\u003Cli>In the \u003Cstrong>Components\u003C\u002Fstrong> panel on the right, click a component, or drag it onto the canvas.\u003C\u002Fli>\n\u003Cli>Drag from the small point on the right edge of a step to the step callers should reach next.\u003C\u002Fli>\n\u003Cli>Click a step to open its settings. To rename it, click its name at the top of the panel.\u003C\u002Fli>\n\u003C\u002Fol>\n\u003Cp>Drag steps to arrange them, and use \u003Cstrong>−\u003C\u002Fstrong> and \u003Cstrong>+\u003C\u002Fstrong> below the canvas to zoom. To remove a step or a connection, select it and press Backspace, or click the delete icon in the step’s settings.\u003C\u002Fp>\n\u003Ch2>The components\u003C\u002Fh2>\n\u003Cul>\n\u003Cli>\u003Cstrong>Playback Audio\u003C\u002Fstrong>: play a greeting or announcement to the caller.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>Dial\u003C\u002Fstrong>: ring agents, or forward to an external number.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>AI Agent\u003C\u002Fstrong>: let an AI agent talk to the caller and hand over to a person when needed.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>Menu\u003C\u002Fstrong>: let the caller pick an option with the keypad.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>Business Hours\u003C\u002Fstrong>: route calls differently when you are open or closed.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>Voicemail\u003C\u002Fstrong>: let the caller leave a voice message.\u003C\u002Fli>\n\u003C\u002Ful>\n\u003Ch2>Ring your team with Dial\u003C\u002Fh2>\n\u003Cp>Under \u003Cstrong>Dialing Option\u003C\u002Fstrong>, choose \u003Cstrong>Internal Dial\u003C\u002Fstrong> to ring people in your workspace, or \u003Cstrong>External Dial\u003C\u002Fstrong> to forward the call to a \u003Cstrong>Forwarding Number\u003C\u002Fstrong>. \u003Cstrong>Ring Duration\u003C\u002Fstrong> sets how long it rings, from 10 to 100 seconds, before the call moves on through \u003Cstrong>If no answer\u003C\u002Fstrong>.\u003C\u002Fp>\n\u003Cp>With Internal Dial, choose a \u003Cstrong>Ring Order Type\u003C\u002Fstrong>:\u003C\u002Fp>\n\u003Cul>\n\u003Cli>\u003Cstrong>Round Robin\u003C\u002Fstrong>: one user at a time, starting with whoever has been idle longest.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>Random Batch\u003C\u002Fstrong>: a random group of users rings at the same time.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>Specific Users\u003C\u002Fstrong>: the users you choose ring at the same time.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>Prioritized\u003C\u002Fstrong>: groups of users ring in order of priority.\u003C\u002Fli>\n\u003C\u002Ful>\n\u003Cfigure class=\"wp-block-image size-large tc-screenshot\">\u003Ca href=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-use-16.png\" style=\"max-width:430px\">\u003Cimg src=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-use-16.png\" srcset=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-use-16.png 860w\" sizes=\"auto, 430px\" alt=\"Dial step settings with dialing option, ring duration, ring order type and users\" width=\"430\" height=\"509\" loading=\"lazy\" decoding=\"async\" \u002F>\u003C\u002Fa>\u003Cfigcaption class=\"wp-element-caption\">Choose who rings and for how long.\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\u003Ch2>Let an AI agent answer when nobody can\u003C\u002Fh2>\n\u003Cp>Connect \u003Cstrong>If no answer\u003C\u002Fstrong> on a Dial step to an \u003Cstrong>AI Agent\u003C\u002Fstrong>, and calls you miss are answered instead of ringing out. Start from a template (\u003Cstrong>Missed calls\u003C\u002Fstrong>, \u003Cstrong>Common questions\u003C\u002Fstrong> or \u003Cstrong>Take a message\u003C\u002Fstrong>), then adjust the \u003Cstrong>Greeting\u003C\u002Fstrong>, the first thing the caller hears, and the \u003Cstrong>Instructions\u003C\u002Fstrong>: what the agent may answer, and when to hand the call to a person.\u003C\u002Fp>\n\u003Cp>The AI Agent has two ways out: \u003Cstrong>Hand Over To Human\u003C\u002Fstrong>, for example to ring your team, and \u003Cstrong>If AI Unavailable\u003C\u002Fstrong>, for example to voicemail.\u003C\u002Fp>\n\u003Cfigure class=\"wp-block-image size-large tc-screenshot\">\u003Ca href=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-use-17.png\" style=\"max-width:414px\">\u003Cimg src=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-use-17.png\" srcset=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-use-17.png 828w\" sizes=\"auto, 414px\" alt=\"AI Agent step settings with templates, agent name, greeting and instructions\" width=\"414\" height=\"810\" loading=\"lazy\" decoding=\"async\" \u002F>\u003C\u002Fa>\u003Cfigcaption class=\"wp-element-caption\">Start from a template and adjust what the agent says.\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\u003Ch2>Route calls by business hours\u003C\u002Fh2>\n\u003Cp>In \u003Cstrong>Business Hours\u003C\u002Fstrong>, choose your \u003Cstrong>Timezone\u003C\u002Fstrong>. Under \u003Cstrong>Schedule\u003C\u002Fstrong>, pick the days in \u003Cstrong>Open on\u003C\u002Fstrong> and set \u003Cstrong>Opens\u003C\u002Fstrong> and \u003Cstrong>Closes\u003C\u002Fstrong>. Click \u003Cstrong>Add a New Time Slot\u003C\u002Fstrong> to set different hours for other days. Connect \u003Cstrong>Open\u003C\u002Fstrong> and \u003Cstrong>Closed\u003C\u002Fstrong> to the steps callers should reach in each case.\u003C\u002Fp>\n\u003Cfigure class=\"wp-block-image size-large tc-screenshot\">\u003Ca href=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-use-18.png\" style=\"max-width:410px\">\u003Cimg src=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-use-18.png\" srcset=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-use-18.png 820w\" sizes=\"auto, 410px\" alt=\"Business Hours step settings with timezone, open days and opening hours\" width=\"410\" height=\"495\" loading=\"lazy\" decoding=\"async\" \u002F>\u003C\u002Fa>\u003Cfigcaption class=\"wp-element-caption\">Set when you are open.\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\u003Ch2>Play a message to the caller\u003C\u002Fh2>\n\u003Cp>\u003Cstrong>Playback Audio\u003C\u002Fstrong>, \u003Cstrong>Menu\u003C\u002Fstrong> and \u003Cstrong>Voicemail\u003C\u002Fstrong> play the message set under \u003Cstrong>Audio for Caller\u003C\u002Fstrong>. Click \u003Cstrong>Set a message\u003C\u002Fstrong> and choose \u003Cstrong>Upload File\u003C\u002Fstrong>, \u003Cstrong>Record Audio\u003C\u002Fstrong>, \u003Cstrong>Text to Speech\u003C\u002Fstrong> or \u003Cstrong>Set URL\u003C\u002Fstrong>. With Text to Speech, choose the \u003Cstrong>Language\u003C\u002Fstrong> and a voice, type the \u003Cstrong>Text Message\u003C\u002Fstrong> and click \u003Cstrong>Save\u003C\u002Fstrong>.\u003C\u002Fp>\n\u003Cfigure class=\"wp-block-image size-large tc-screenshot\">\u003Ca href=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-use-19.png\" style=\"max-width:410px\">\u003Cimg src=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-use-19.png\" srcset=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-use-19.png 820w\" sizes=\"auto, 410px\" alt=\"Playback Audio step settings with a text-to-speech message\" width=\"410\" height=\"249\" loading=\"lazy\" decoding=\"async\" \u002F>\u003C\u002Fa>\u003Cfigcaption class=\"wp-element-caption\">The message the caller hears.\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\u003Ch2>Save your call flow\u003C\u002Fh2>\n\u003Cp>Changes take effect only when you save. While you edit, the header shows \u003Cstrong>Unsaved changes\u003C\u002Fstrong>. Click \u003Cstrong>Save\u003C\u002Fstrong> to apply the flow to the number, or \u003Cstrong>Discard\u003C\u002Fstrong> to go back to the last saved version.\u003C\u002Fp>\n\u003Cp>A step that isn’t finished shows a warning icon, and \u003Cstrong>Save\u003C\u002Fstrong> stays disabled until it’s fixed. Hover the icon to see what’s missing, for example \u003Cstrong>There is no message to play.\u003C\u002Fstrong> or \u003Cstrong>No agents are selected to ring.\u003C\u002Fstrong>\u003C\u002Fp>\n\u003Cp>If you try to leave with unsaved changes, ToCaller asks \u003Cstrong>Leave without publishing?\u003C\u002Fstrong> Click \u003Cstrong>Publish\u003C\u002Fstrong> to keep your changes, or \u003Cstrong>Leave anyway\u003C\u002Fstrong> to discard them.\u003C\u002Fp>\n",{"section":5,"category":6,"slug":38,"title":39,"excerpt":40,"date":41,"modified":29,"readMinutes":42,"author":31,"image":32,"art":43,"html":44},"create-your-account","Create your ToCaller account","Sign up with your email and a password, or with Google, and start your 7-day free trial.","2026-10-17T12:03:23Z",2,{"color":34,"scene":35},"\u003Cp>Creating a ToCaller account takes a couple of minutes. You can sign up with your email address and a password, or with your Google account. Either way, you get your own workspace and a 7-day free trial.\u003C\u002Fp>\n\u003Ch2>Before you start\u003C\u002Fh2>\n\u003Cul>\n\u003Cli>Use a work email address you can open right now. If you sign up with email, we send a verification code to it straight away.\u003C\u002Fli>\n\u003Cli>Temporary or disposable email addresses can’t be used.\u003C\u002Fli>\n\u003Cli>If a colleague has already invited you to their workspace, don’t sign up. Open the link in your invitation email instead; it sets up your account for you. See \u003Ca href=\"\u002Fhelp-center\u002Fusing-tocaller\u002Finvite-your-team\u002F\">Invite your team\u003C\u002Fa>.\u003C\u002Fli>\n\u003C\u002Ful>\n\u003Ch2>Sign up with email\u003C\u002Fh2>\n\u003Col>\n\u003Cli>Open the ToCaller sign-up page. You’ll see \u003Cstrong>Welcome to Tocaller!\u003C\u002Fstrong> and \u003Cstrong>Create your account to get started\u003C\u002Fstrong>.\u003C\u002Fli>\n\u003Cli>In \u003Cstrong>Email*\u003C\u002Fstrong>, enter your work email address.\u003C\u002Fli>\n\u003Cli>In \u003Cstrong>Password*\u003C\u002Fstrong>, choose a password, and type it again in \u003Cstrong>Confirm Password*\u003C\u002Fstrong>.\u003C\u002Fli>\n\u003Cli>Tick the box to accept the \u003Cstrong>T&C\u003C\u002Fstrong> and \u003Cstrong>Privacy Policy\u003C\u002Fstrong>.\u003C\u002Fli>\n\u003Cli>Complete the \u003Cstrong>I’m not a robot\u003C\u002Fstrong> check. It runs by itself after a moment and changes to \u003Cstrong>Verified\u003C\u002Fstrong>.\u003C\u002Fli>\n\u003Cli>Click \u003Cstrong>Start Free Trial\u003C\u002Fstrong>.\u003C\u002Fli>\n\u003C\u002Fol>\n\u003Cfigure class=\"wp-block-image size-large tc-screenshot\">\u003Ca href=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-gs-01.png\" style=\"max-width:480px\">\u003Cimg src=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-gs-01.png\" srcset=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-gs-01.png 960w\" sizes=\"auto, 480px\" alt=\"ToCaller sign-up form with email, password, terms checkbox, robot check and the Start Free Trial button\" width=\"480\" height=\"690\" loading=\"lazy\" decoding=\"async\" \u002F>\u003C\u002Fa>\u003Cfigcaption class=\"wp-element-caption\">The sign-up form, ready to submit.\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\u003Cp>Right after that, ToCaller shows the \u003Cstrong>Verify your email\u003C\u002Fstrong> screen and sends you a 6-digit code. Keep this screen open and follow \u003Ca href=\"\u002Fhelp-center\u002Fgetting-started\u002Fverify-your-email\u002F\">Verify your email with a 6-digit code\u003C\u002Fa>.\u003C\u002Fp>\n\u003Ch2>Password requirements\u003C\u002Fh2>\n\u003Cp>Your password must:\u003C\u002Fp>\n\u003Cul>\n\u003Cli>be at least 8 characters long,\u003C\u002Fli>\n\u003Cli>contain both upper-case and lower-case letters,\u003C\u002Fli>\n\u003Cli>contain at least one number,\u003C\u002Fli>\n\u003Cli>contain at least one symbol (any character that isn’t a letter or a number, such as \u003Ccode>!\u003C\u002Fcode>, \u003Ccode>#\u003C\u002Fcode> or \u003Ccode>?\u003C\u002Fcode>).\u003C\u002Fli>\n\u003C\u002Ful>\n\u003Cp>If the password doesn’t meet these rules, you’ll see \u003Cstrong>Must include upper, lower, number & symbol\u003C\u002Fstrong> under the field.\u003C\u002Fp>\n\u003Ch2>Sign up with Google\u003C\u002Fh2>\n\u003Col>\n\u003Cli>On the sign-up page, tick the box to accept the \u003Cstrong>T&C\u003C\u002Fstrong> and \u003Cstrong>Privacy Policy\u003C\u002Fstrong> first. The Google button only works after that.\u003C\u002Fli>\n\u003Cli>Click \u003Cstrong>Continue with Google\u003C\u002Fstrong> and choose your Google account.\u003C\u002Fli>\n\u003C\u002Fol>\n\u003Cp>Google has already confirmed your email address, so you don’t need a verification code: you go straight to your workspace. Your account has no ToCaller password at first. You can add one later under \u003Cstrong>Edit Profile\u003C\u002Fstrong> → \u003Cstrong>Set password\u003C\u002Fstrong> if you also want to sign in with email and password.\u003C\u002Fp>\n\u003Cfigure class=\"wp-block-image size-large tc-screenshot\">\u003Ca href=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-gs-02.png\" style=\"max-width:480px\">\u003Cimg src=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-gs-02.png\" srcset=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-gs-02.png 960w\" sizes=\"auto, 480px\" alt=\"Continue with Google button on the ToCaller sign-up page\" width=\"480\" height=\"616\" loading=\"lazy\" decoding=\"async\" \u002F>\u003C\u002Fa>\u003Cfigcaption class=\"wp-element-caption\">Sign up with your Google account instead of a password.\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\u003Ch2>What you get\u003C\u002Fh2>\n\u003Cul>\n\u003Cli>\u003Cstrong>Your own workspace.\u003C\u002Fstrong> It’s where your phone numbers, team, contacts and call history live. You can rename it later in \u003Ca href=\"\u002Fhelp-center\u002Faccount-settings\u002Fmanage-your-workspace\u002F\">workspace settings\u003C\u002Fa>.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>The Owner role.\u003C\u002Fstrong> As the person who created the workspace, you can manage everything in it, including the plan and billing. See \u003Ca href=\"\u002Fhelp-center\u002Fusing-tocaller\u002Fuser-roles-and-permissions\u002F\">User roles and permissions\u003C\u002Fa>.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>A 7-day free trial.\u003C\u002Fstrong> Your whole team can use the workspace during the trial, and nobody is charged automatically when it ends. The trial is given once per account. See \u003Ca href=\"\u002Fhelp-center\u002Faccount-settings\u002Fplans-licenses-and-free-trial\u002F\">Plans, licenses and your free trial\u003C\u002Fa>.\u003C\u002Fli>\n\u003C\u002Ful>\n\u003Ch2>Common problems\u003C\u002Fh2>\n\u003Cul>\n\u003Cli>\u003Cstrong>Disposable email addresses are not allowed.\u003C\u002Fstrong> Use your regular work email.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>This email has an open workspace invitation.\u003C\u002Fstrong> Someone has invited you already. Open the link in your invitation email to join.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>Please confirm you are not a robot.\u003C\u002Fstrong> Wait until the robot check shows \u003Cstrong>Verified\u003C\u002Fstrong>, then click \u003Cstrong>Start Free Trial\u003C\u002Fstrong> again.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>The Google button is missing.\u003C\u002Fstrong> Some browser extensions, such as ad blockers, block it. Turn them off for this page or sign up with email.\u003C\u002Fli>\n\u003C\u002Ful>\n",{"section":5,"category":6,"slug":46,"title":47,"excerpt":48,"date":49,"modified":29,"readMinutes":42,"author":31,"image":32,"art":50,"html":53},"verify-your-email","Verify your email with a 6-digit code","Confirm your email address with the code we send you right after you sign up.","2026-10-17T12:02:23Z",{"color":51,"scene":52},"#E4715C","phone","\u003Cp>When you sign up with your email address, ToCaller asks you to confirm that the address is yours. We email you a 6-digit code, and you enter it on the \u003Cstrong>Verify your email\u003C\u002Fstrong> screen.\u003C\u002Fp>\n\u003Ch2>Find the code in your inbox\u003C\u002Fh2>\n\u003Cp>The email arrives a few seconds after you click \u003Cstrong>Start Free Trial\u003C\u002Fstrong>. Its subject is \u003Cstrong>Your Tocaller verification code\u003C\u002Fstrong>, and it contains a 6-digit number.\u003C\u002Fp>\n\u003Cp>The code:\u003C\u002Fp>\n\u003Cul>\n\u003Cli>is valid for \u003Cstrong>10 minutes\u003C\u002Fstrong>,\u003C\u002Fli>\n\u003Cli>works only once,\u003C\u002Fli>\n\u003Cli>should never be shared with anyone. ToCaller staff will never ask you for it.\u003C\u002Fli>\n\u003C\u002Ful>\n\u003Cp>If you can’t find the email, check your spam or junk folder.\u003C\u002Fp>\n\u003Ch2>Enter the code\u003C\u002Fh2>\n\u003Col>\n\u003Cli>On the \u003Cstrong>Verify your email\u003C\u002Fstrong> screen, check the address shown under \u003Cstrong>We sent a 6-digit verification code to\u003C\u002Fstrong>.\u003C\u002Fli>\n\u003Cli>Type the 6 digits into the boxes. You can also paste the whole code; it fills all the boxes at once.\u003C\u002Fli>\n\u003Cli>Click \u003Cstrong>Verify\u003C\u002Fstrong>. The button becomes active once all 6 digits are filled in.\u003C\u002Fli>\n\u003C\u002Fol>\n\u003Cfigure class=\"wp-block-image size-large tc-screenshot\">\u003Ca href=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-gs-04.png\" style=\"max-width:512px\">\u003Cimg src=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-gs-04.png\" srcset=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-gs-04.png 1024w\" sizes=\"auto, 512px\" alt=\"Verify your email screen with six digit boxes, the Verify button and the resend countdown\" width=\"512\" height=\"368\" loading=\"lazy\" decoding=\"async\" \u002F>\u003C\u002Fa>\u003Cfigcaption class=\"wp-element-caption\">Enter the 6 digits and click Verify.\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\u003Cp>When the code is accepted, you’ll see \u003Cstrong>Email address verified.\u003C\u002Fstrong> and ToCaller opens your workspace’s \u003Cstrong>Home\u003C\u002Fstrong> page. We also send you a \u003Cstrong>Welcome\u003C\u002Fstrong> email with your first steps: add a phone number, invite your team and make your first call.\u003C\u002Fp>\n\u003Cp>Keep the \u003Cstrong>Verify your email\u003C\u002Fstrong> screen open until you’ve entered the code.\u003C\u002Fp>\n\u003Ch2>Request a new code\u003C\u002Fh2>\n\u003Cp>If the code didn’t arrive or has expired, look under \u003Cstrong>Didn’t receive the code?\u003C\u002Fstrong>:\u003C\u002Fp>\n\u003Cul>\n\u003Cli>For the first 60 seconds you’ll see a countdown, \u003Cstrong>Resend code in …s\u003C\u002Fstrong>.\u003C\u002Fli>\n\u003Cli>After that, click \u003Cstrong>Resend code\u003C\u002Fstrong>. You’ll see \u003Cstrong>A new verification code has been sent.\u003C\u002Fstrong>\u003C\u002Fli>\n\u003C\u002Ful>\n\u003Cp>A new code replaces the previous one, so always use the code from the most recent email. You can request up to 5 new codes per hour.\u003C\u002Fp>\n\u003Ch2>Error messages\u003C\u002Fh2>\n\u003Cul>\n\u003Cli>\u003Cstrong>The verification code is invalid.\u003C\u002Fstrong> Check the digits and try again, or use the code from the newest email.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>This verification code has expired. Request a new one.\u003C\u002Fstrong> More than 10 minutes have passed. Click \u003Cstrong>Resend code\u003C\u002Fstrong>.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>Too many incorrect attempts. Request a new code.\u003C\u002Fstrong> After 5 wrong attempts the code stops working. Click \u003Cstrong>Resend code\u003C\u002Fstrong> and use the new one.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>Please wait … seconds before requesting a new code.\u003C\u002Fstrong> Wait for the countdown to finish, then try again.\u003C\u002Fli>\n\u003C\u002Ful>\n\u003Ch2>Signed up with Google?\u003C\u002Fh2>\n\u003Cp>You don’t need a code. Google has already confirmed your email address, so ToCaller takes you straight to your workspace.\u003C\u002Fp>\n",{"section":5,"category":6,"slug":55,"title":56,"excerpt":57,"date":58,"modified":29,"readMinutes":42,"author":31,"image":32,"art":59,"html":61},"sign-in-and-reset-your-password","Sign in and reset your password","Sign in to your workspace, and get back in with a reset link if you forget your password.","2026-10-17T12:01:23Z",{"color":16,"scene":60},"flow","\u003Cp>Sign in with the same method you used to sign up: your email and password, or your Google account.\u003C\u002Fp>\n\u003Ch2>Sign in\u003C\u002Fh2>\n\u003Col>\n\u003Cli>Open the ToCaller sign-in page. You’ll see \u003Cstrong>Welcome back!\u003C\u002Fstrong> and \u003Cstrong>Sign in to your workspace\u003C\u002Fstrong>.\u003C\u002Fli>\n\u003Cli>Enter your \u003Cstrong>Email*\u003C\u002Fstrong> and \u003Cstrong>Password*\u003C\u002Fstrong>.\u003C\u002Fli>\n\u003Cli>Click \u003Cstrong>Sign In\u003C\u002Fstrong>.\u003C\u002Fli>\n\u003C\u002Fol>\n\u003Cp>If you signed up with Google, click \u003Cstrong>Continue with Google\u003C\u002Fstrong> instead.\u003C\u002Fp>\n\u003Cfigure class=\"wp-block-image size-large tc-screenshot\">\u003Ca href=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-gs-05.png\" style=\"max-width:480px\">\u003Cimg src=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-gs-05.png\" srcset=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-gs-05.png 960w\" sizes=\"auto, 480px\" alt=\"ToCaller sign-in page with email and password fields and the Sign In button\" width=\"480\" height=\"556\" loading=\"lazy\" decoding=\"async\" \u002F>\u003C\u002Fa>\u003Cfigcaption class=\"wp-element-caption\">The sign-in page.\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\u003Cul>\n\u003Cli>\u003Cstrong>These credentials do not match our records.\u003C\u002Fstrong> The email or password is wrong. Check for typos or reset your password.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>Too many login attempts.\u003C\u002Fstrong> After 5 failed attempts, wait for the number of seconds shown and try again.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>There is no Tocaller account for this Google account yet.\u003C\u002Fstrong> Sign up first, from the sign-up page.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>An account with this email already exists.\u003C\u002Fstrong> This address was registered with a password. Sign in with your email and password instead of Google.\u003C\u002Fli>\n\u003C\u002Ful>\n\u003Ch2>Reset a forgotten password\u003C\u002Fh2>\n\u003Col>\n\u003Cli>On the sign-in page, click \u003Cstrong>Forgot password?\u003C\u002Fstrong>.\u003C\u002Fli>\n\u003Cli>Enter your email address and click \u003Cstrong>Send Reset Link\u003C\u002Fstrong>. You’ll see \u003Cstrong>Check your email\u003C\u002Fstrong>.\u003C\u002Fli>\n\u003Cli>Open the email \u003Cstrong>Reset your Tocaller password\u003C\u002Fstrong> and click \u003Cstrong>Reset password\u003C\u002Fstrong>. The link expires in 60 minutes and works only once.\u003C\u002Fli>\n\u003Cli>On the \u003Cstrong>Reset password\u003C\u002Fstrong> page, enter your new password in \u003Cstrong>New Password*\u003C\u002Fstrong> and \u003Cstrong>Confirm Password*\u003C\u002Fstrong>, then click \u003Cstrong>Reset Password\u003C\u002Fstrong>.\u003C\u002Fli>\n\u003C\u002Fol>\n\u003Cfigure class=\"wp-block-image size-large tc-screenshot\">\u003Ca href=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-gs-07.png\" style=\"max-width:480px\">\u003Cimg src=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-gs-07.png\" srcset=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-gs-07.png 960w\" sizes=\"auto, 480px\" alt=\"Forgot password page with the email field and the Send Reset Link button\" width=\"480\" height=\"286\" loading=\"lazy\" decoding=\"async\" \u002F>\u003C\u002Fa>\u003Cfigcaption class=\"wp-element-caption\">Ask for a reset link.\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\u003Cfigure class=\"wp-block-image size-large tc-screenshot\">\u003Ca href=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-gs-06.png\" style=\"max-width:480px\">\u003Cimg src=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-gs-06.png\" srcset=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-gs-06.png 960w\" sizes=\"auto, 480px\" alt=\"Reset password page with new password fields\" width=\"480\" height=\"370\" loading=\"lazy\" decoding=\"async\" \u002F>\u003C\u002Fa>\u003Cfigcaption class=\"wp-element-caption\">Choose a new password from the reset link.\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\u003Cp>You’ll see \u003Cstrong>Your password has been reset.\u003C\u002Fstrong> and can sign in with the new password. For security, resetting your password signs you out on all other devices.\u003C\u002Fp>\n\u003Cp>No email? Check your spam folder, and make sure you entered the address you signed up with. For your privacy, ToCaller doesn’t say whether an account exists for an address. Click \u003Cstrong>Resend Link\u003C\u002Fstrong> to send it again.\u003C\u002Fp>\n\u003Cp>The new password must follow the same rules as at sign-up: at least 8 characters, upper- and lower-case letters, a number and a symbol.\u003C\u002Fp>\n\u003Ch2>Signed up with Google and want a password?\u003C\u002Fh2>\n\u003Cp>Use \u003Cstrong>Forgot password?\u003C\u002Fstrong> with your Google email address, or, once signed in, open \u003Cstrong>Edit Profile\u003C\u002Fstrong> and click \u003Cstrong>Set password\u003C\u002Fstrong>. After that you can sign in either way.\u003C\u002Fp>\n",{"section":5,"category":18,"slug":63,"title":64,"excerpt":65,"date":66,"modified":29,"readMinutes":42,"author":31,"image":32,"art":67,"html":69},"buy-a-phone-number","Buy a phone number","Choose a country and number type, pick a number and pay for it from your balance.","2026-10-17T12:00:23Z",{"color":10,"scene":68},"chart","\u003Cp>A business phone number is how your customers reach your team. You buy numbers in ToCaller in two short steps, and pay for them from your workspace balance.\u003C\u002Fp>\n\u003Ch2>Before you start\u003C\u002Fh2>\n\u003Cul>\n\u003Cli>\u003Cstrong>Your role:\u003C\u002Fstrong> buying numbers is for the workspace \u003Cstrong>Owner\u003C\u002Fstrong> and \u003Cstrong>Admins\u003C\u002Fstrong>. See \u003Ca href=\"\u002Fhelp-center\u002Fusing-tocaller\u002Fuser-roles-and-permissions\u002F\">User roles and permissions\u003C\u002Fa>.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>Your balance:\u003C\u002Fstrong> numbers are paid from your workspace balance, not from your plan. You need enough on the balance to cover the first month of the number. The balance is the green amount at the top of the screen. To top it up, see \u003Ca href=\"\u002Fhelp-center\u002Faccount-settings\u002Fadd-funds-to-your-balance\u002F\">Add funds to your balance\u003C\u002Fa>.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>Identity check:\u003C\u002Fstrong> before you can add funds, the Owner completes a one-time identity check. See \u003Ca href=\"\u002Fhelp-center\u002Faccount-settings\u002Fverify-your-identity\u002F\">Verify your identity\u003C\u002Fa>.\u003C\u002Fli>\n\u003C\u002Ful>\n\u003Ch2>Step 1: choose the location and type\u003C\u002Fh2>\n\u003Col>\n\u003Cli>In the sidebar, click \u003Cstrong>Phone Numbers\u003C\u002Fstrong>, then click \u003Cstrong>Buy a number\u003C\u002Fstrong>.\u003C\u002Fli>\n\u003Cli>Under \u003Cstrong>Where should your number be?\u003C\u002Fstrong>, open \u003Cstrong>Country and prefix\u003C\u002Fstrong> and choose a country.\u003C\u002Fli>\n\u003Cli>Optional: type a prefix if you want the number to start with specific digits, for example an area code. The prefix is optional.\u003C\u002Fli>\n\u003Cli>Under \u003Cstrong>Number type\u003C\u002Fstrong>, choose:\n\u003Cul>\n\u003Cli>\u003Cstrong>Local\u003C\u002Fstrong>: a number for a city or area, so local callers recognise it.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>Toll-free\u003C\u002Fstrong>: free to call from anywhere in the country.\u003C\u002Fli>\n\u003C\u002Ful>\n\u003C\u002Fli>\n\u003Cli>Click \u003Cstrong>Next\u003C\u002Fstrong>.\u003C\u002Fli>\n\u003C\u002Fol>\n\u003Cfigure class=\"wp-block-image size-large tc-screenshot\">\u003Ca href=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-use-01.png\" style=\"max-width:710px\">\u003Cimg src=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-use-01.png\" srcset=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-use-01.png 1420w\" sizes=\"auto, 710px\" alt=\"Buy a number step 1 with country, prefix and number type\" width=\"710\" height=\"405\" loading=\"lazy\" decoding=\"async\" \u002F>\u003C\u002Fa>\u003Cfigcaption class=\"wp-element-caption\">Step 1: choose the country, an optional prefix and the number type.\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\u003Ch2>Step 2: pick your number\u003C\u002Fh2>\n\u003Col>\n\u003Cli>Under \u003Cstrong>Available numbers\u003C\u002Fstrong>, browse the list. Each row shows the number, its region and its monthly price. Use the page arrows to see more numbers.\u003C\u002Fli>\n\u003Cli>Click the number you want.\u003C\u002Fli>\n\u003Cli>In \u003Cstrong>Number name\u003C\u002Fstrong>, give it a name your team will recognise, for example \u003Cem>Sales line\u003C\u002Fem> or \u003Cem>Front desk\u003C\u002Fem>.\u003C\u002Fli>\n\u003Cli>Check the \u003Cstrong>Summary\u003C\u002Fstrong>: location, number, \u003Cstrong>Monthly price\u003C\u002Fstrong> and \u003Cstrong>Your balance\u003C\u002Fstrong>.\u003C\u002Fli>\n\u003Cli>Click \u003Cstrong>Buy number\u003C\u002Fstrong>.\u003C\u002Fli>\n\u003C\u002Fol>\n\u003Cfigure class=\"wp-block-image size-large tc-screenshot\">\u003Ca href=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-use-02.png\" style=\"max-width:734px\">\u003Cimg src=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-use-02.png\" srcset=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-use-02.png 1468w\" sizes=\"auto, 734px\" alt=\"Buy a number step 2 with a selected number, its name and the summary\" width=\"734\" height=\"1010\" loading=\"lazy\" decoding=\"async\" \u002F>\u003C\u002Fa>\u003Cfigcaption class=\"wp-element-caption\">Step 2: pick a number, name it and click Buy number.\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\u003Cp>There is no extra confirmation step: clicking \u003Cstrong>Buy number\u003C\u002Fstrong> buys the number. The first month is charged to your balance right away, and you return to the \u003Cstrong>Phone Numbers\u003C\u002Fstrong> list, where the new number appears.\u003C\u002Fp>\n\u003Cp>If none of the numbers suit you, or you see \u003Cstrong>No numbers available\u003C\u002Fstrong>, click \u003Cstrong>Previous step\u003C\u002Fstrong> and try another country, prefix or number type.\u003C\u002Fp>\n\u003Ch2>When your balance is too low\u003C\u002Fh2>\n\u003Cp>If your balance doesn’t cover the first month, it’s shown in red with the message \u003Cstrong>Numbers are paid from your balance. Add at least … to buy this number.\u003C\u002Fstrong> The \u003Cstrong>Buy number\u003C\u002Fstrong> button is replaced by \u003Cstrong>Add funds\u003C\u002Fstrong>, which takes you to the top-up page (or to the identity check first, if you haven’t completed it yet).\u003C\u002Fp>\n\u003Ch2>After the purchase\u003C\u002Fh2>\n\u003Cul>\n\u003Cli>Most numbers are ready straight away: you’ll see \u003Cstrong>Number … purchased.\u003C\u002Fstrong> and a \u003Cstrong>Number purchased\u003C\u002Fstrong> notification in the bell menu.\u003C\u002Fli>\n\u003Cli>Some numbers take a few minutes to set up. You’ll see \u003Cstrong>Number … ordered.\u003C\u002Fstrong> and then a \u003Cstrong>Number is ready\u003C\u002Fstrong> notification.\u003C\u002Fli>\n\u003Cli>If the carrier can’t provide the number, you get a \u003Cstrong>Number order failed\u003C\u002Fstrong> notification and the amount is returned to your balance.\u003C\u002Fli>\n\u003Cli>The other Admins in your workspace get a \u003Cstrong>New number purchased\u003C\u002Fstrong> notification.\u003C\u002Fli>\n\u003C\u002Ful>\n\u003Cfigure class=\"wp-block-image size-large tc-screenshot\">\u003Ca href=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-use-10.png\" style=\"max-width:1198px\">\u003Cimg src=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-use-10.png\" srcset=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-use-10.png 2396w\" sizes=\"auto, 1198px\" alt=\"Phone Numbers list with the Buy a number button\" width=\"1198\" height=\"292\" loading=\"lazy\" decoding=\"async\" \u002F>\u003C\u002Fa>\u003Cfigcaption class=\"wp-element-caption\">New numbers appear in the Phone Numbers list.\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\u003Ch2>Next steps\u003C\u002Fh2>\n\u003Cp>Decide who will make and receive calls on the new number: see \u003Ca href=\"\u002Fhelp-center\u002Fusing-tocaller\u002Fassign-numbers-to-users\u002F\">Assign phone numbers to users\u003C\u002Fa>.\u003C\u002Fp>\n",{"section":5,"category":18,"slug":71,"title":72,"excerpt":73,"date":74,"modified":29,"readMinutes":42,"author":31,"image":32,"art":75,"html":77},"invite-your-team","Invite your team","Add people by email, choose their role and numbers, and send the invitations.","2026-10-17T11:59:23Z",{"color":76,"scene":35},"#AB7AF2","\u003Cp>Invite the people who will make and take calls. Each person gets an email with a link to join your workspace, and you choose their role and phone numbers before you send it.\u003C\u002Fp>\n\u003Ch2>Before you start\u003C\u002Fh2>\n\u003Cul>\n\u003Cli>\u003Cstrong>Your role:\u003C\u002Fstrong> inviting people is for the workspace \u003Cstrong>Owner\u003C\u002Fstrong> and \u003Cstrong>Admins\u003C\u002Fstrong>.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>Licenses:\u003C\u002Fstrong> during the free trial you can invite as many people as you like. After the trial, each person needs a license, and a pending invitation reserves one. If no license is free, the \u003Cstrong>Invite Users\u003C\u002Fstrong> button is disabled. See \u003Ca href=\"\u002Fhelp-center\u002Faccount-settings\u002Fplans-licenses-and-free-trial\u002F\">Plans, licenses and your free trial\u003C\u002Fa>.\u003C\u002Fli>\n\u003C\u002Ful>\n\u003Ch2>Send invitations\u003C\u002Fh2>\n\u003Col>\n\u003Cli>In the sidebar, click \u003Cstrong>Users\u003C\u002Fstrong>, then click \u003Cstrong>Invite Users\u003C\u002Fstrong>.\u003C\u002Fli>\n\u003Cli>In \u003Cstrong>Email\u003C\u002Fstrong>, enter the person’s work email address.\u003C\u002Fli>\n\u003Cli>In \u003Cstrong>Role\u003C\u002Fstrong>, choose \u003Cstrong>Agent\u003C\u002Fstrong>, \u003Cstrong>Supervisor\u003C\u002Fstrong> or \u003Cstrong>Admin\u003C\u002Fstrong>. \u003Cstrong>Agent\u003C\u002Fstrong> is selected by default.\u003C\u002Fli>\n\u003Cli>Optional: in \u003Cstrong>Phone numbers\u003C\u002Fstrong>, choose the numbers this person will use.\u003C\u002Fli>\n\u003Cli>Click \u003Cstrong>Add\u003C\u002Fstrong>. The person appears under \u003Cstrong>People to invite\u003C\u002Fstrong>.\u003C\u002Fli>\n\u003Cli>Repeat for everyone you want to invite.\u003C\u002Fli>\n\u003Cli>Click \u003Cstrong>Send invite\u003C\u002Fstrong> (or \u003Cstrong>Send … invites\u003C\u002Fstrong>).\u003C\u002Fli>\n\u003C\u002Fol>\n\u003Cfigure class=\"wp-block-image size-large tc-screenshot\">\u003Ca href=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-use-04.png\" style=\"max-width:800px\">\u003Cimg src=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-use-04.png\" srcset=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-use-04.png 1600w\" sizes=\"auto, 800px\" alt=\"Invite users page with two people added and the Send invites button\" width=\"800\" height=\"550\" loading=\"lazy\" decoding=\"async\" \u002F>\u003C\u002Fa>\u003Cfigcaption class=\"wp-element-caption\">Add people, choose their role and numbers, then send the invites.\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\u003Cp>You’ll see \u003Cstrong>Invitations sent.\u003C\u002Fstrong> If you try to leave the page before sending, ToCaller asks \u003Cstrong>Leave without sending?\u003C\u002Fstrong> so you don’t lose the list by accident.\u003C\u002Fp>\n\u003Ch2>What the invited person does\u003C\u002Fh2>\n\u003Col>\n\u003Cli>They receive the email \u003Cstrong>You’re invited to … on Tocaller\u003C\u002Fstrong> and click \u003Cstrong>Accept invitation\u003C\u002Fstrong>. The link is valid for 7 days.\u003C\u002Fli>\n\u003Cli>On the \u003Cstrong>Join …\u003C\u002Fstrong> page (it shows your workspace’s name), their email address is already filled in. They choose a password in \u003Cstrong>Password*\u003C\u002Fstrong> and \u003Cstrong>Confirm Password*\u003C\u002Fstrong> and click \u003Cstrong>Create Account\u003C\u002Fstrong>. They’re signed in and go straight to the workspace.\u003C\u002Fli>\n\u003Cli>If they already have a ToCaller account with that email, they keep their current password: they click \u003Cstrong>Join Workspace\u003C\u002Fstrong>, see \u003Cstrong>You’ve joined the workspace\u003C\u002Fstrong>, then click \u003Cstrong>Sign In\u003C\u002Fstrong> and sign in as usual.\u003C\u002Fli>\n\u003C\u002Fol>\n\u003Ch2>Check and resend invitations\u003C\u002Fh2>\n\u003Cp>The \u003Cstrong>Users\u003C\u002Fstrong> list shows every member with their \u003Cstrong>Full Name\u003C\u002Fstrong>, \u003Cstrong>Email\u003C\u002Fstrong>, \u003Cstrong>Role\u003C\u002Fstrong>, \u003Cstrong>Number\u003C\u002Fstrong> and \u003Cstrong>Status\u003C\u002Fstrong>. An icon next to each person shows whether they have joined, or whether the invitation is pending or expired.\u003C\u002Fp>\n\u003Cul>\n\u003Cli>To send a fresh link, click the pending or expired invitation icon, then click \u003Cstrong>Resend\u003C\u002Fstrong>. You’ll see \u003Cstrong>Invitation resent.\u003C\u002Fstrong>\u003C\u002Fli>\n\u003Cli>If someone opens an old or wrong link, they see \u003Cstrong>Invitation link is no longer valid\u003C\u002Fstrong>, with a message saying whether the invitation has expired, is invalid or was already accepted. Resend the invitation and ask them to use the newest email, or, if they’ve already joined, to sign in.\u003C\u002Fli>\n\u003C\u002Ful>\n\u003Cfigure class=\"wp-block-image size-large tc-screenshot\">\u003Ca href=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-use-11.png\" style=\"max-width:1186px\">\u003Cimg src=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-use-11.png\" srcset=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-use-11.png 2372w\" sizes=\"auto, 1186px\" alt=\"Users list with invitation status icons, the Resend button and the Status toggle\" width=\"1186\" height=\"533\" loading=\"lazy\" decoding=\"async\" \u002F>\u003C\u002Fa>\u003Cfigcaption class=\"wp-element-caption\">Resend a pending or expired invitation from the Users list.\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\u003Ch2>Pause or restore access\u003C\u002Fh2>\n\u003Cp>Use the toggle in the \u003Cstrong>Status\u003C\u002Fstrong> column to pause a person’s access to the workspace or give it back. Pausing doesn’t delete anything. You can’t pause your own access.\u003C\u002Fp>\n",{"section":5,"category":18,"slug":79,"title":80,"excerpt":81,"date":82,"modified":29,"readMinutes":42,"author":31,"image":32,"art":83,"html":84},"user-roles-and-permissions","User roles and permissions","What Agents, Supervisors, Admins and the Owner can do in a workspace.","2026-10-17T11:58:23Z",{"color":22,"scene":52},"\u003Cp>Every member of a workspace has a role. Roles decide what a person can see and change. Each role includes everything the role before it can do.\u003C\u002Fp>\n\u003Ch2>The roles at a glance\u003C\u002Fh2>\n\u003Ctable>\n\u003Cthead>\n\u003Ctr>\n\u003Cth>Role\u003C\u002Fth>\n\u003Cth>Best for\u003C\u002Fth>\n\u003Cth>What they can do\u003C\u002Fth>\n\u003C\u002Ftr>\n\u003C\u002Fthead>\n\u003Ctbody>\n\u003Ctr>\n\u003Ctd>\u003Cstrong>Agent\u003C\u002Fstrong>\u003C\u002Ftd>\n\u003Ctd>People who make and answer calls\u003C\u002Ftd>\n\u003Ctd>Make and receive calls, use contacts, see their own calls, recordings and call analytics.\u003C\u002Ftd>\n\u003C\u002Ftr>\n\u003Ctr>\n\u003Ctd>\u003Cstrong>Supervisor\u003C\u002Fstrong>\u003C\u002Ftd>\n\u003Ctd>Team leads and coaches\u003C\u002Ftd>\n\u003Ctd>Everything an Agent can do, plus see the team’s calls, recordings and analytics, and monitor the team.\u003C\u002Ftd>\n\u003C\u002Ftr>\n\u003Ctr>\n\u003Ctd>\u003Cstrong>Admin\u003C\u002Fstrong>\u003C\u002Ftd>\n\u003Ctd>People who run the system\u003C\u002Ftd>\n\u003Ctd>Everything a Supervisor can do, plus manage users, phone numbers and workspace settings, and see all calls, recordings and analytics in the workspace.\u003C\u002Ftd>\n\u003C\u002Ftr>\n\u003Ctr>\n\u003Ctd>\u003Cstrong>Owner\u003C\u002Fstrong>\u003C\u002Ftd>\n\u003Ctd>The person responsible for the account\u003C\u002Ftd>\n\u003Ctd>Everything an Admin can do, plus the plan, billing (including adding funds) and security settings.\u003C\u002Ftd>\n\u003C\u002Ftr>\n\u003C\u002Ftbody>\n\u003C\u002Ftable>\n\u003Cfigure class=\"wp-block-image size-large tc-screenshot\">\u003Ca href=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-use-06.png\" style=\"max-width:856px\">\u003Cimg src=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-use-06.png\" srcset=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-use-06.png 1712w\" sizes=\"auto, 856px\" alt=\"Role cards for Agent, Supervisor and Admin on a user's page\" width=\"856\" height=\"422\" loading=\"lazy\" decoding=\"async\" \u002F>\u003C\u002Fa>\u003Cfigcaption class=\"wp-element-caption\">The roles you can give a member.\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\u003Ch2>The Owner\u003C\u002Fh2>\n\u003Cp>The person who created the workspace is its \u003Cstrong>Owner\u003C\u002Fstrong>. The Owner has full access to the workspace, including the plan, billing and every setting. Only the Owner can:\u003C\u002Fp>\n\u003Cul>\n\u003Cli>choose the plan and change the number of licenses,\u003C\u002Fli>\n\u003Cli>add funds to the balance,\u003C\u002Fli>\n\u003Cli>open \u003Cstrong>Manage billing\u003C\u002Fstrong> to change the card, download invoices or cancel.\u003C\u002Fli>\n\u003C\u002Ful>\n\u003Cp>The Owner’s role can’t be changed from the users page.\u003C\u002Fp>\n\u003Ch2>Who can do what\u003C\u002Fh2>\n\u003Ctable>\n\u003Cthead>\n\u003Ctr>\n\u003Cth>Task\u003C\u002Fth>\n\u003Cth>Agent\u003C\u002Fth>\n\u003Cth>Supervisor\u003C\u002Fth>\n\u003Cth>Admin\u003C\u002Fth>\n\u003Cth>Owner\u003C\u002Fth>\n\u003C\u002Ftr>\n\u003C\u002Fthead>\n\u003Ctbody>\n\u003Ctr>\n\u003Ctd>Make and receive calls\u003C\u002Ftd>\n\u003Ctd>Yes\u003C\u002Ftd>\n\u003Ctd>Yes\u003C\u002Ftd>\n\u003Ctd>Yes\u003C\u002Ftd>\n\u003Ctd>Yes\u003C\u002Ftd>\n\u003C\u002Ftr>\n\u003Ctr>\n\u003Ctd>Use contacts\u003C\u002Ftd>\n\u003Ctd>Yes\u003C\u002Ftd>\n\u003Ctd>Yes\u003C\u002Ftd>\n\u003Ctd>Yes\u003C\u002Ftd>\n\u003Ctd>Yes\u003C\u002Ftd>\n\u003C\u002Ftr>\n\u003Ctr>\n\u003Ctd>See own calls and recordings\u003C\u002Ftd>\n\u003Ctd>Yes\u003C\u002Ftd>\n\u003Ctd>Yes\u003C\u002Ftd>\n\u003Ctd>Yes\u003C\u002Ftd>\n\u003Ctd>Yes\u003C\u002Ftd>\n\u003C\u002Ftr>\n\u003Ctr>\n\u003Ctd>See the team’s calls and recordings\u003C\u002Ftd>\n\u003Ctd>No\u003C\u002Ftd>\n\u003Ctd>Yes\u003C\u002Ftd>\n\u003Ctd>Yes\u003C\u002Ftd>\n\u003Ctd>Yes\u003C\u002Ftd>\n\u003C\u002Ftr>\n\u003Ctr>\n\u003Ctd>See all calls and recordings\u003C\u002Ftd>\n\u003Ctd>No\u003C\u002Ftd>\n\u003Ctd>No\u003C\u002Ftd>\n\u003Ctd>Yes\u003C\u002Ftd>\n\u003Ctd>Yes\u003C\u002Ftd>\n\u003C\u002Ftr>\n\u003Ctr>\n\u003Ctd>Invite and manage users\u003C\u002Ftd>\n\u003Ctd>No\u003C\u002Ftd>\n\u003Ctd>No\u003C\u002Ftd>\n\u003Ctd>Yes\u003C\u002Ftd>\n\u003Ctd>Yes\u003C\u002Ftd>\n\u003C\u002Ftr>\n\u003Ctr>\n\u003Ctd>Buy and manage phone numbers\u003C\u002Ftd>\n\u003Ctd>No\u003C\u002Ftd>\n\u003Ctd>No\u003C\u002Ftd>\n\u003Ctd>Yes\u003C\u002Ftd>\n\u003Ctd>Yes\u003C\u002Ftd>\n\u003C\u002Ftr>\n\u003Ctr>\n\u003Ctd>Change workspace name and logo\u003C\u002Ftd>\n\u003Ctd>No\u003C\u002Ftd>\n\u003Ctd>No\u003C\u002Ftd>\n\u003Ctd>Yes\u003C\u002Ftd>\n\u003Ctd>Yes\u003C\u002Ftd>\n\u003C\u002Ftr>\n\u003Ctr>\n\u003Ctd>See the balance\u003C\u002Ftd>\n\u003Ctd>No\u003C\u002Ftd>\n\u003Ctd>No\u003C\u002Ftd>\n\u003Ctd>Yes\u003C\u002Ftd>\n\u003Ctd>Yes\u003C\u002Ftd>\n\u003C\u002Ftr>\n\u003Ctr>\n\u003Ctd>Add funds, choose a plan, manage billing\u003C\u002Ftd>\n\u003Ctd>No\u003C\u002Ftd>\n\u003Ctd>No\u003C\u002Ftd>\n\u003Ctd>No\u003C\u002Ftd>\n\u003Ctd>Yes\u003C\u002Ftd>\n\u003C\u002Ftr>\n\u003C\u002Ftbody>\n\u003C\u002Ftable>\n\u003Ch2>Change someone’s role\u003C\u002Fh2>\n\u003Col>\n\u003Cli>In the sidebar, click \u003Cstrong>Users\u003C\u002Fstrong> and click the person’s name.\u003C\u002Fli>\n\u003Cli>Under \u003Cstrong>Roles\u003C\u002Fstrong>, click the role you want: \u003Cstrong>Agent\u003C\u002Fstrong>, \u003Cstrong>Supervisor\u003C\u002Fstrong> or \u003Cstrong>Admin\u003C\u002Fstrong>.\u003C\u002Fli>\n\u003Cli>In the \u003Cstrong>Change Role\u003C\u002Fstrong> dialog, click \u003Cstrong>Change role\u003C\u002Fstrong>. You’ll see \u003Cstrong>Role updated.\u003C\u002Fstrong>\u003C\u002Fli>\n\u003C\u002Fol>\n\u003Cp>Only the Owner and Admins can change roles. You can’t change your own role: ask an Admin or the Owner. Your current role is shown on your profile under \u003Cstrong>Roles & Permissions\u003C\u002Fstrong>.\u003C\u002Fp>\n",{"section":5,"category":18,"slug":86,"title":87,"excerpt":88,"date":89,"modified":29,"readMinutes":90,"author":31,"image":32,"art":91,"html":92},"assign-numbers-to-users","Assign phone numbers to users","Link numbers to a user, choose their default number and unlink numbers they no longer need.","2026-10-17T11:57:23Z",1,{"color":34,"scene":60},"\u003Cp>A user can make and receive calls only on the phone numbers linked to them. You can link numbers when you invite someone, or at any time later from their user page.\u003C\u002Fp>\n\u003Ch2>Before you start\u003C\u002Fh2>\n\u003Cp>Linking numbers is for the workspace \u003Cstrong>Owner\u003C\u002Fstrong> and \u003Cstrong>Admins\u003C\u002Fstrong>. You need at least one number in the workspace. See \u003Ca href=\"\u002Fhelp-center\u002Fusing-tocaller\u002Fbuy-a-phone-number\u002F\">Buy a phone number\u003C\u002Fa>.\u003C\u002Fp>\n\u003Ch2>Link numbers to a user\u003C\u002Fh2>\n\u003Col>\n\u003Cli>In the sidebar, click \u003Cstrong>Users\u003C\u002Fstrong> and click the person’s name.\u003C\u002Fli>\n\u003Cli>In the \u003Cstrong>Phone Numbers\u003C\u002Fstrong> section, click \u003Cstrong>Add Numbers\u003C\u002Fstrong>.\u003C\u002Fli>\n\u003Cli>On \u003Cstrong>Add phone numbers\u003C\u002Fstrong>, select the numbers this person will make and receive calls on.\u003C\u002Fli>\n\u003Cli>Click \u003Cstrong>Add number\u003C\u002Fstrong> (or \u003Cstrong>Add … numbers\u003C\u002Fstrong>). You’ll see \u003Cstrong>Numbers added.\u003C\u002Fstrong>\u003C\u002Fli>\n\u003C\u002Fol>\n\u003Cfigure class=\"wp-block-image size-large tc-screenshot\">\u003Ca href=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-use-08.png\" style=\"max-width:720px\">\u003Cimg src=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-use-08.png\" srcset=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-use-08.png 1440w\" sizes=\"auto, 720px\" alt=\"Add phone numbers page with numbers selected for a user\" width=\"720\" height=\"427\" loading=\"lazy\" decoding=\"async\" \u002F>\u003C\u002Fa>\u003Cfigcaption class=\"wp-element-caption\">Choose the numbers this user will call from and answer.\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\u003Cp>If the list is empty, every number in the workspace is already linked to this user.\u003C\u002Fp>\n\u003Ch2>Choose the default number\u003C\u002Fh2>\n\u003Cp>When a user has several numbers, the default number is the one marked \u003Cstrong>Default\u003C\u002Fstrong>. To change it, click \u003Cstrong>Set as default\u003C\u002Fstrong> next to another number. You’ll see \u003Cstrong>… is now the default number.\u003C\u002Fstrong>\u003C\u002Fp>\n\u003Cfigure class=\"wp-block-image size-large tc-screenshot\">\u003Ca href=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-use-09.png\" style=\"max-width:872px\">\u003Cimg src=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-use-09.png\" srcset=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-use-09.png 1744w\" sizes=\"auto, 872px\" alt=\"User phone numbers list with the Default badge and Set as default button\" width=\"872\" height=\"267\" loading=\"lazy\" decoding=\"async\" \u002F>\u003C\u002Fa>\u003Cfigcaption class=\"wp-element-caption\">Set a default number or unlink a number.\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\u003Ch2>Unlink a number\u003C\u002Fh2>\n\u003Col>\n\u003Cli>Next to the number, click the unlink button (\u003Cstrong>Unlink from this user\u003C\u002Fstrong>).\u003C\u002Fli>\n\u003Cli>In the \u003Cstrong>Unlink number\u003C\u002Fstrong> dialog, click \u003Cstrong>Unlink\u003C\u002Fstrong>.\u003C\u002Fli>\n\u003C\u002Fol>\n\u003Cp>The user will no longer make or receive calls on that number. The number stays in your workspace, and you can link it again at any time.\u003C\u002Fp>\n",{"section":5,"category":12,"slug":94,"title":95,"excerpt":96,"date":97,"modified":29,"readMinutes":90,"author":31,"image":32,"art":98,"html":99},"verify-your-identity","Verify your identity","A one-time ID and selfie check with Stripe before you can add funds or buy phone numbers.","2026-10-17T11:56:23Z",{"color":51,"scene":68},"\u003Cp>To keep ToCaller and our customers safe from fraud and abuse, we confirm who you are before you can add funds or buy phone numbers. The check is done once, by Stripe, our verification partner, and takes a few minutes.\u003C\u002Fp>\n\u003Ch2>What you need\u003C\u002Fh2>\n\u003Cul>\n\u003Cli>\u003Cstrong>A government-issued ID:\u003C\u002Fstrong> a passport, driver’s licence or national ID card.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>A quick selfie:\u003C\u002Fstrong> it’s matched to the photo on your ID.\u003C\u002Fli>\n\u003Cli>A phone or computer with a camera.\u003C\u002Fli>\n\u003C\u002Ful>\n\u003Cp>Your documents go to Stripe. ToCaller only keeps the result of the check.\u003C\u002Fp>\n\u003Ch2>Start the check\u003C\u002Fh2>\n\u003Col>\n\u003Cli>Click your balance (the green amount at the top of the screen), or click \u003Cstrong>Add funds\u003C\u002Fstrong> anywhere in ToCaller. If you haven’t verified yet, ToCaller opens \u003Cstrong>Verify your identity\u003C\u002Fstrong>.\u003C\u002Fli>\n\u003Cli>Read what you’ll need and click \u003Cstrong>Start verification\u003C\u002Fstrong>.\u003C\u002Fli>\n\u003Cli>Stripe opens. Follow the steps to photograph your ID and take a selfie.\u003C\u002Fli>\n\u003Cli>When you finish, Stripe sends you back to ToCaller.\u003C\u002Fli>\n\u003C\u002Fol>\n\u003Cfigure class=\"wp-block-image size-large tc-screenshot\">\u003Ca href=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-acc-01.png\" style=\"max-width:560px\">\u003Cimg src=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-acc-01.png\" srcset=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-acc-01.png 1120w\" sizes=\"auto, 560px\" alt=\"Verify your identity page listing ID and selfie requirements\" width=\"560\" height=\"446\" loading=\"lazy\" decoding=\"async\" \u002F>\u003C\u002Fa>\u003Cfigcaption class=\"wp-element-caption\">What you need before you start the identity check.\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\u003Ch2>Check the result\u003C\u002Fh2>\n\u003Cul>\n\u003Cli>\u003Cstrong>Checking:\u003C\u002Fstrong> you’ll see \u003Cstrong>We’re checking your documents. This usually takes a minute or two.\u003C\u002Fstrong> The page updates by itself; you can also click \u003Cstrong>Refresh status\u003C\u002Fstrong>. If you left Stripe before finishing, click \u003Cstrong>Continue verification\u003C\u002Fstrong>.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>Verified:\u003C\u002Fstrong> you’ll see \u003Cstrong>Identity verified\u003C\u002Fstrong> and \u003Cstrong>You can now add funds and buy phone numbers.\u003C\u002Fstrong> Click \u003Cstrong>Add funds\u003C\u002Fstrong> to top up your balance.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>Not verified:\u003C\u002Fstrong> you’ll see the reason, or \u003Cstrong>We couldn’t verify your identity. Please try again.\u003C\u002Fstrong> Click \u003Cstrong>Try again\u003C\u002Fstrong>, and make sure your ID is valid, fully visible and not blurry.\u003C\u002Fli>\n\u003C\u002Ful>\n\u003Cfigure class=\"wp-block-image size-large tc-screenshot\">\u003Ca href=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-acc-17.png\" style=\"max-width:560px\">\u003Cimg src=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-acc-17.png\" srcset=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-acc-17.png 1120w\" sizes=\"auto, 560px\" alt=\"Identity check in progress with the Refresh status button\" width=\"560\" height=\"508\" loading=\"lazy\" decoding=\"async\" \u002F>\u003C\u002Fa>\u003Cfigcaption class=\"wp-element-caption\">While Stripe checks your documents.\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\u003Ch2>Good to know\u003C\u002Fh2>\n\u003Cul>\n\u003Cli>You only verify once. The result belongs to you as a person, not to one workspace.\u003C\u002Fli>\n\u003Cli>If you see \u003Cstrong>Identity verification is unavailable right now\u003C\u002Fstrong>, wait a few minutes and try again.\u003C\u002Fli>\n\u003C\u002Ful>\n",{"section":5,"category":12,"slug":101,"title":102,"excerpt":103,"date":104,"modified":29,"readMinutes":42,"author":31,"image":32,"art":105,"html":106},"add-funds-to-your-balance","Add funds to your balance","Top up the balance that pays for phone numbers and calls, and see your recent activity.","2026-10-17T11:55:23Z",{"color":16,"scene":35},"\u003Cp>Your workspace balance pays for phone numbers and calls. It’s separate from your plan, which covers user licenses. Payments are processed securely by Stripe.\u003C\u002Fp>\n\u003Ch2>Before you start\u003C\u002Fh2>\n\u003Cul>\n\u003Cli>\u003Cstrong>Only the workspace Owner can add funds.\u003C\u002Fstrong> Admins can see the balance; if an Admin opens the page, it says \u003Cstrong>Only the workspace owner can add funds.\u003C\u002Fstrong>\u003C\u002Fli>\n\u003Cli>The first time, you’ll be asked to \u003Ca href=\"\u002Fhelp-center\u002Faccount-settings\u002Fverify-your-identity\u002F\">verify your identity\u003C\u002Fa>.\u003C\u002Fli>\n\u003C\u002Ful>\n\u003Ch2>Add funds\u003C\u002Fh2>\n\u003Col>\n\u003Cli>Click your balance, the green amount at the top of the screen. You can also click \u003Cstrong>Add funds\u003C\u002Fstrong> in \u003Cstrong>Workspace settings\u003C\u002Fstrong> → \u003Cstrong>Billing\u003C\u002Fstrong>.\u003C\u002Fli>\n\u003Cli>Under \u003Cstrong>Amount\u003C\u002Fstrong>, click one of the preset amounts, or click \u003Cstrong>Other\u003C\u002Fstrong> and type your own amount. The allowed range is shown under the field.\u003C\u002Fli>\n\u003Cli>Under \u003Cstrong>Payment method\u003C\u002Fstrong>, check the card. If no card is saved yet, you’ll enter it securely on Stripe.\u003C\u002Fli>\n\u003Cli>Click \u003Cstrong>Add …\u003C\u002Fstrong> (the button shows the amount).\u003C\u002Fli>\n\u003Cli>Complete the payment on the Stripe page.\u003C\u002Fli>\n\u003C\u002Fol>\n\u003Cfigure class=\"wp-block-image size-large tc-screenshot\">\u003Ca href=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-acc-15.png\" style=\"max-width:443px\">\u003Cimg src=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-acc-15.png\" srcset=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-acc-15.png 886w\" sizes=\"auto, 443px\" alt=\"Workspace balance shown as a green amount in the top bar\" width=\"443\" height=\"72\" loading=\"lazy\" decoding=\"async\" \u002F>\u003C\u002Fa>\u003Cfigcaption class=\"wp-element-caption\">Click your balance to add funds.\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\u003Cfigure class=\"wp-block-image size-large tc-screenshot\">\u003Ca href=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-acc-03.png\" style=\"max-width:526px\">\u003Cimg src=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-acc-03.png\" srcset=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-acc-03.png 1052w\" sizes=\"auto, 526px\" alt=\"Add funds page with amount buttons, payment method and the Add button\" width=\"526\" height=\"465\" loading=\"lazy\" decoding=\"async\" \u002F>\u003C\u002Fa>\u003Cfigcaption class=\"wp-element-caption\">Choose an amount and continue to Stripe.\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\u003Cp>Back in ToCaller you’ll see \u003Cstrong>Payment received. Your balance updates as soon as Stripe confirms it.\u003C\u002Fstrong> This usually takes a few seconds, and you also get a \u003Cstrong>Funds added\u003C\u002Fstrong> notification in the bell menu.\u003C\u002Fp>\n\u003Cp>If you close the Stripe page without paying, you’ll see \u003Cstrong>Payment cancelled. Nothing was charged.\u003C\u002Fstrong>\u003C\u002Fp>\n\u003Ch2>See your balance activity\u003C\u002Fh2>\n\u003Cp>The \u003Cstrong>Add funds\u003C\u002Fstrong> page shows your \u003Cstrong>Recent activity\u003C\u002Fstrong>: the last 5 changes to your balance, with a description, a date and the amount (for example \u003Cem>+\u003C\u002Fem> for a top-up, \u003Cem>−\u003C\u002Fem> for a charge). For the full list with the balance after each change, open \u003Cstrong>Workspace settings\u003C\u002Fstrong> → \u003Cstrong>Billing\u003C\u002Fstrong>.\u003C\u002Fp>\n\u003Cfigure class=\"wp-block-image size-large tc-screenshot\">\u003Ca href=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-acc-04.png\" style=\"max-width:582px\">\u003Cimg src=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-acc-04.png\" srcset=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-acc-04.png 1164w\" sizes=\"auto, 582px\" alt=\"Recent balance activity with a top-up and a number purchase\" width=\"582\" height=\"194\" loading=\"lazy\" decoding=\"async\" \u002F>\u003C\u002Fa>\u003Cfigcaption class=\"wp-element-caption\">Your recent top-ups and charges.\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\u003Cp>You’ll see entries such as:\u003C\u002Fp>\n\u003Cul>\n\u003Cli>\u003Cstrong>Account top-up\u003C\u002Fstrong>: money you added.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>Phone number … — first month\u003C\u002Fstrong>: the first month of a number you bought.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>Refund: phone number … could not be bought\u003C\u002Fstrong>: money returned when a number order failed.\u003C\u002Fli>\n\u003C\u002Ful>\n\u003Ch2>If a payment fails\u003C\u002Fh2>\n\u003Cp>You’ll get a \u003Cstrong>Top-up failed\u003C\u002Fstrong> notification: your bank didn’t complete the payment, so nothing was added. Try again with another payment method. If you see \u003Cstrong>Payments are unavailable right now\u003C\u002Fstrong>, wait a few minutes and try again.\u003C\u002Fp>\n",{"section":5,"category":12,"slug":108,"title":109,"excerpt":110,"date":111,"modified":29,"readMinutes":42,"author":31,"image":32,"art":112,"html":113},"plans-licenses-and-free-trial","Plans, licenses and your free trial","How the 7-day trial works, how to choose the Starter plan and how licenses relate to your team.","2026-10-17T11:54:23Z",{"color":10,"scene":52},"\u003Cp>Every new ToCaller account starts with a 7-day free trial. When it ends, you choose a plan and buy a license for each person who uses the workspace. Phone numbers and calls are paid separately, from the balance.\u003C\u002Fp>\n\u003Ch2>The free trial\u003C\u002Fh2>\n\u003Cul>\n\u003Cli>It lasts 7 days and starts when you create your account. Each account gets one trial.\u003C\u002Fli>\n\u003Cli>Your whole team can use the workspace during the trial, with no limit on the number of people.\u003C\u002Fli>\n\u003Cli>Nobody is charged automatically when the trial ends.\u003C\u002Fli>\n\u003Cli>We send you reminders 3 days and 1 day before it ends.\u003C\u002Fli>\n\u003C\u002Ful>\n\u003Cp>To see how many days are left, open \u003Cstrong>Workspace settings\u003C\u002Fstrong> → \u003Cstrong>Plan\u003C\u002Fstrong>. The banner shows \u003Cstrong>Free trial: … days left\u003C\u002Fstrong>.\u003C\u002Fp>\n\u003Ch2>Choose a plan\u003C\u002Fh2>\n\u003Cp>Only the workspace Owner can choose a plan.\u003C\u002Fp>\n\u003Col>\n\u003Cli>Open the workspace menu at the top of the sidebar and click \u003Cstrong>Workspace settings\u003C\u002Fstrong>.\u003C\u002Fli>\n\u003Cli>Open the \u003Cstrong>Plan\u003C\u002Fstrong> tab.\u003C\u002Fli>\n\u003Cli>Under \u003Cstrong>Choose a plan\u003C\u002Fstrong>, pick the \u003Cstrong>Billing period\u003C\u002Fstrong>: \u003Cstrong>Monthly\u003C\u002Fstrong> or \u003Cstrong>Yearly\u003C\u002Fstrong>.\u003C\u002Fli>\n\u003Cli>Under \u003Cstrong>Number of licenses\u003C\u002Fstrong>, choose how many people will use the workspace.\u003C\u002Fli>\n\u003Cli>On the \u003Cstrong>Starter\u003C\u002Fstrong> card, check the total and click \u003Cstrong>Choose Starter\u003C\u002Fstrong>.\u003C\u002Fli>\n\u003Cli>Complete the payment on the Stripe page.\u003C\u002Fli>\n\u003C\u002Fol>\n\u003Cp>Back in ToCaller you’ll see \u003Cstrong>Payment received. Your plan will be active in a moment.\u003C\u002Fstrong> If you close Stripe without paying, you’ll see \u003Cstrong>Checkout cancelled. Nothing was charged.\u003C\u002Fstrong>\u003C\u002Fp>\n\u003Cp>Starter is charged when you buy it, even during the free trial, for exactly the licenses you choose. Each workspace has its own plan, so changing it doesn’t affect your other workspaces.\u003C\u002Fp>\n\u003Cp>Need special terms for a larger team? The \u003Cstrong>Custom\u003C\u002Fstrong> card offers tailored pricing: click \u003Cstrong>Contact sales\u003C\u002Fstrong>.\u003C\u002Fp>\n\u003Ch2>How licenses work\u003C\u002Fh2>\n\u003Cul>\n\u003Cli>1 license = 1 user, whatever their role, including the Owner.\u003C\u002Fli>\n\u003Cli>A pending invitation reserves a license. An expired invitation gives it back.\u003C\u002Fli>\n\u003Cli>If no license is free, you can’t invite more people: you’ll see \u003Cstrong>No licenses available. Buy more Starter licenses to invite people.\u003C\u002Fstrong>\u003C\u002Fli>\n\u003Cli>If a workspace has more members than licenses, the Owner keeps access first, then members in the order they joined. The others stay in the workspace with a \u003Cstrong>Needs license\u003C\u002Fstrong> badge but can’t use it until you buy more licenses. Nobody is removed.\u003C\u002Fli>\n\u003C\u002Ful>\n\u003Ch2>Change the number of licenses\u003C\u002Fh2>\n\u003Cp>On a live Starter plan, open \u003Cstrong>Workspace settings\u003C\u002Fstrong> → \u003Cstrong>Plan\u003C\u002Fstrong>, change \u003Cstrong>Number of licenses\u003C\u002Fstrong> and click \u003Cstrong>Update to … licenses\u003C\u002Fstrong>. You’ll see \u003Cstrong>Licenses updated to …. Your next invoice reflects the change.\u003C\u002Fstrong> You can’t go below the number of licenses in use by members and pending invitations; remove people first.\u003C\u002Fp>\n\u003Ch2>What the plan doesn’t include\u003C\u002Fh2>\n\u003Cp>Your plan covers licenses only. Phone numbers, call minutes, call recording and other usage-based services are charged to the workspace balance. See \u003Ca href=\"\u002Fhelp-center\u002Faccount-settings\u002Fadd-funds-to-your-balance\u002F\">Add funds to your balance\u003C\u002Fa>.\u003C\u002Fp>\n",{"section":5,"category":12,"slug":115,"title":116,"excerpt":117,"date":118,"modified":29,"readMinutes":42,"author":31,"image":32,"art":119,"html":120},"manage-billing-and-payments","Manage billing, invoices and payments","Change your card, download invoices, cancel, and what happens if a payment fails.","2026-10-17T11:53:23Z",{"color":76,"scene":60},"\u003Cp>The workspace Owner manages billing in \u003Cstrong>Workspace settings\u003C\u002Fstrong> → \u003Cstrong>Billing\u003C\u002Fstrong>. Card changes, invoices and cancelling are handled securely by Stripe through \u003Cstrong>Manage billing\u003C\u002Fstrong>.\u003C\u002Fp>\n\u003Ch2>Open the Billing tab\u003C\u002Fh2>\n\u003Col>\n\u003Cli>Open the workspace menu at the top of the sidebar and click \u003Cstrong>Workspace settings\u003C\u002Fstrong>.\u003C\u002Fli>\n\u003Cli>Open the \u003Cstrong>Billing\u003C\u002Fstrong> tab. Only the Owner sees it.\u003C\u002Fli>\n\u003C\u002Fol>\n\u003Cp>You’ll find three cards:\u003C\u002Fp>\n\u003Cul>\n\u003Cli>\u003Cstrong>Subscription\u003C\u002Fstrong>: your \u003Cstrong>Plan\u003C\u002Fstrong>, its \u003Cstrong>Status\u003C\u002Fstrong> and \u003Cstrong>Billing cycle\u003C\u002Fstrong>, plus \u003Cstrong>Trial ends\u003C\u002Fstrong> or \u003Cstrong>Access until\u003C\u002Fstrong> when they apply.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>Payment method\u003C\u002Fstrong>: the card this workspace is charged to. A card is saved when you choose a plan or add funds.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>Balance\u003C\u002Fstrong>: your balance and all top-ups and charges, with \u003Cstrong>Add funds\u003C\u002Fstrong>.\u003C\u002Fli>\n\u003C\u002Ful>\n\u003Cfigure class=\"wp-block-image size-large tc-screenshot\">\u003Ca href=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-acc-07.png\" style=\"max-width:888px\">\u003Cimg src=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-acc-07.png\" srcset=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-acc-07.png 1776w\" sizes=\"auto, 888px\" alt=\"Billing tab with subscription, payment method and balance cards\" width=\"888\" height=\"542\" loading=\"lazy\" decoding=\"async\" \u002F>\u003C\u002Fa>\u003Cfigcaption class=\"wp-element-caption\">The Billing tab.\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\u003Ch2>Change your card, download invoices or cancel\u003C\u002Fh2>\n\u003Col>\n\u003Cli>On the \u003Cstrong>Billing\u003C\u002Fstrong> tab (or the \u003Cstrong>Plan\u003C\u002Fstrong> tab), click \u003Cstrong>Manage billing\u003C\u002Fstrong>.\u003C\u002Fli>\n\u003Cli>Stripe’s billing page opens. There you can update your card, change your plan, download invoices or cancel your subscription.\u003C\u002Fli>\n\u003C\u002Fol>\n\u003Cp>If you cancel, your plan stays usable until the end of the period you’ve paid for.\u003C\u002Fp>\n\u003Ch2>Subscription statuses\u003C\u002Fh2>\n\u003Cul>\n\u003Cli>\u003Cstrong>Free trial\u003C\u002Fstrong>: you’re in your 7-day trial.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>Active\u003C\u002Fstrong>: your plan is paid and running.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>Payment overdue\u003C\u002Fstrong>: the last payment failed. You keep full access for 7 days while you fix it.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>Cancelled\u003C\u002Fstrong>: the plan won’t renew. You keep access until the date shown.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>Ended\u003C\u002Fstrong>: the trial or plan is over.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>Suspended\u003C\u002Fstrong>: the overdue payment wasn’t settled in time, so the workspace is paused.\u003C\u002Fli>\n\u003C\u002Ful>\n\u003Ch2>If a payment fails\u003C\u002Fh2>\n\u003Cp>You’ll get a \u003Cstrong>Payment failed\u003C\u002Fstrong> notification. Click \u003Cstrong>Manage billing\u003C\u002Fstrong>, update your card and settle the payment. When it goes through, you’ll get \u003Cstrong>Payment successful\u003C\u002Fstrong>.\u003C\u002Fp>\n\u003Ch2>When the trial or plan has ended\u003C\u002Fh2>\n\u003Cp>If the trial ends without a plan, a payment stays unpaid, or there are more members than licenses, ToCaller shows a screen such as \u003Cstrong>Your trial has ended\u003C\u002Fstrong>, \u003Cstrong>Your plan has ended\u003C\u002Fstrong>, \u003Cstrong>Your account is paused\u003C\u002Fstrong> or \u003Cstrong>You’re waiting for a license\u003C\u002Fstrong>.\u003C\u002Fp>\n\u003Cul>\n\u003Cli>The Owner can click \u003Cstrong>Choose a plan\u003C\u002Fstrong> or \u003Cstrong>Update payment method\u003C\u002Fstrong> to restore access.\u003C\u002Fli>\n\u003Cli>Other members are asked to contact the workspace Owner.\u003C\u002Fli>\n\u003Cli>Nothing is deleted. Your contacts, numbers, call flows and call history are all kept, and access comes back as soon as the payment is made.\u003C\u002Fli>\n\u003C\u002Ful>\n",{"section":5,"category":12,"slug":122,"title":123,"excerpt":124,"date":125,"modified":29,"readMinutes":42,"author":31,"image":32,"art":126,"html":127},"profile-password-and-email","Your profile, password and email","Update your name and picture, change your password and change your sign-in email.","2026-10-17T11:52:23Z",{"color":22,"scene":68},"\u003Cp>Your profile holds your name, picture and sign-in details. To open it, click your name at the bottom of the sidebar and choose \u003Cstrong>Edit Profile\u003C\u002Fstrong>.\u003C\u002Fp>\n\u003Cfigure class=\"wp-block-image size-large tc-screenshot\">\u003Ca href=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-acc-16.png\" style=\"max-width:230px\">\u003Cimg src=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-acc-16.png\" srcset=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-acc-16.png 460w\" sizes=\"auto, 230px\" alt=\"Profile menu at the bottom of the sidebar with Edit Profile\" width=\"230\" height=\"194\" loading=\"lazy\" decoding=\"async\" \u002F>\u003C\u002Fa>\u003Cfigcaption class=\"wp-element-caption\">Open your profile from the bottom of the sidebar.\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\u003Cfigure class=\"wp-block-image size-large tc-screenshot\">\u003Ca href=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-acc-10.png\" style=\"max-width:906px\">\u003Cimg src=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-acc-10.png\" srcset=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-acc-10.png 1812w\" sizes=\"auto, 906px\" alt=\"Profile page with personal information and account credentials\" width=\"906\" height=\"280\" loading=\"lazy\" decoding=\"async\" \u002F>\u003C\u002Fa>\u003Cfigcaption class=\"wp-element-caption\">Your profile.\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\u003Ch2>Name and picture\u003C\u002Fh2>\n\u003Cul>\n\u003Cli>Under \u003Cstrong>Personal information\u003C\u002Fstrong>, edit your \u003Cstrong>First name\u003C\u002Fstrong> and \u003Cstrong>Last name\u003C\u002Fstrong>. Changes save when you click outside the field.\u003C\u002Fli>\n\u003Cli>To add a photo, click \u003Cstrong>Upload picture\u003C\u002Fstrong>. Use a JPG, PNG or WEBP image up to 2 MB. To remove it, click \u003Cstrong>Delete picture\u003C\u002Fstrong>.\u003C\u002Fli>\n\u003C\u002Ful>\n\u003Ch2>Change your password\u003C\u002Fh2>\n\u003Col>\n\u003Cli>Under \u003Cstrong>Account credentials\u003C\u002Fstrong>, click \u003Cstrong>Change password\u003C\u002Fstrong>.\u003C\u002Fli>\n\u003Cli>Enter your \u003Cstrong>Current password\u003C\u002Fstrong>, then your \u003Cstrong>New password\u003C\u002Fstrong> and \u003Cstrong>Confirm new password\u003C\u002Fstrong>.\u003C\u002Fli>\n\u003Cli>Click \u003Cstrong>Save\u003C\u002Fstrong>.\u003C\u002Fli>\n\u003C\u002Fol>\n\u003Cfigure class=\"wp-block-image size-large tc-screenshot\">\u003Ca href=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-acc-11.png\" style=\"max-width:470px\">\u003Cimg src=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-acc-11.png\" srcset=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-acc-11.png 940w\" sizes=\"auto, 470px\" alt=\"Change password dialog\" width=\"470\" height=\"500\" loading=\"lazy\" decoding=\"async\" \u002F>\u003C\u002Fa>\u003Cfigcaption class=\"wp-element-caption\">Change your password.\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\u003Cp>You’ll see \u003Cstrong>Password changed. Other devices have been signed out.\u003C\u002Fstrong> For security, every other device where you were signed in is signed out.\u003C\u002Fp>\n\u003Cp>The new password needs at least 8 characters, upper- and lower-case letters, a number and a symbol.\u003C\u002Fp>\n\u003Cp>\u003Cstrong>Signed up with Google?\u003C\u002Fstrong> You won’t have a password yet, so the button says \u003Cstrong>Set password\u003C\u002Fstrong> and doesn’t ask for a current password. Afterwards you can sign in with Google or with your email and password.\u003C\u002Fp>\n\u003Ch2>Change your sign-in email\u003C\u002Fh2>\n\u003Col>\n\u003Cli>Under \u003Cstrong>Account credentials\u003C\u002Fstrong>, click \u003Cstrong>Change email\u003C\u002Fstrong>.\u003C\u002Fli>\n\u003Cli>Enter your \u003Cstrong>New email\u003C\u002Fstrong> and your \u003Cstrong>Current password\u003C\u002Fstrong>, then click \u003Cstrong>Send code\u003C\u002Fstrong>.\u003C\u002Fli>\n\u003Cli>We send a 6-digit code to the \u003Cstrong>new\u003C\u002Fstrong> address, with the subject \u003Cstrong>Confirm your new Tocaller email address\u003C\u002Fstrong>.\u003C\u002Fli>\n\u003Cli>Enter the code in \u003Cstrong>Code\u003C\u002Fstrong> and click \u003Cstrong>Confirm\u003C\u002Fstrong>.\u003C\u002Fli>\n\u003C\u002Fol>\n\u003Cp>You’ll see \u003Cstrong>Your email is now ….\u003C\u002Fstrong> From then on, sign in with the new address. The code is valid for 10 minutes and stops working after 5 wrong attempts. If it didn’t arrive, click \u003Cstrong>Send the code again\u003C\u002Fstrong> after 60 seconds.\u003C\u002Fp>\n\u003Cul>\n\u003Cli>\u003Cstrong>This email address is already in use.\u003C\u002Fstrong> Another ToCaller account uses that address. Choose a different one.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>The current password is incorrect.\u003C\u002Fstrong> Check your password and try again, or reset it from the sign-in page.\u003C\u002Fli>\n\u003C\u002Ful>\n\u003Ch2>Your role\u003C\u002Fh2>\n\u003Cp>Under \u003Cstrong>Roles & Permissions\u003C\u002Fstrong> you can see your role in this workspace. You can’t edit your own role; ask an Admin or the Owner. See \u003Ca href=\"\u002Fhelp-center\u002Fusing-tocaller\u002Fuser-roles-and-permissions\u002F\">User roles and permissions\u003C\u002Fa>.\u003C\u002Fp>\n",{"section":5,"category":12,"slug":129,"title":130,"excerpt":131,"date":132,"modified":29,"readMinutes":90,"author":31,"image":32,"art":133,"html":134},"manage-your-workspace","Manage your workspace","Change your workspace name, logo and website, and see who can edit workspace settings.","2026-10-17T11:51:23Z",{"color":34,"scene":35},"\u003Cp>Your workspace is where your numbers, team, contacts and call history live. Its name and logo are shown to everyone in the workspace.\u003C\u002Fp>\n\u003Ch2>Who can change workspace settings\u003C\u002Fh2>\n\u003Cul>\n\u003Cli>\u003Cstrong>General\u003C\u002Fstrong> (name, logo, website): the \u003Cstrong>Owner\u003C\u002Fstrong> and \u003Cstrong>Admins\u003C\u002Fstrong>.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>Plan\u003C\u002Fstrong> and \u003Cstrong>Billing\u003C\u002Fstrong>: the \u003Cstrong>Owner\u003C\u002Fstrong> only.\u003C\u002Fli>\n\u003C\u002Ful>\n\u003Ch2>Open workspace settings\u003C\u002Fh2>\n\u003Col>\n\u003Cli>Click the workspace name at the top of the sidebar.\u003C\u002Fli>\n\u003Cli>Click \u003Cstrong>Workspace settings\u003C\u002Fstrong>.\u003C\u002Fli>\n\u003C\u002Fol>\n\u003Cfigure class=\"wp-block-image size-large tc-screenshot\">\u003Ca href=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-acc-13.png\" style=\"max-width:230px\">\u003Cimg src=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-acc-13.png\" srcset=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-acc-13.png 460w\" sizes=\"auto, 230px\" alt=\"Workspace menu with the Workspace settings item\" width=\"230\" height=\"325\" loading=\"lazy\" decoding=\"async\" \u002F>\u003C\u002Fa>\u003Cfigcaption class=\"wp-element-caption\">Open Workspace settings from the workspace menu.\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\u003Ch2>Change the name, logo and website\u003C\u002Fh2>\n\u003Cp>On the \u003Cstrong>General\u003C\u002Fstrong> tab, under \u003Cstrong>Workspace details\u003C\u002Fstrong>:\u003C\u002Fp>\n\u003Cul>\n\u003Cli>\u003Cstrong>Workspace name\u003C\u002Fstrong>: usually your business name, up to 100 characters.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>Website (optional)\u003C\u002Fstrong>: must start with \u003Ccode>http:\u002F\u002F\u003C\u002Fcode> or \u003Ccode>https:\u002F\u002F\u003C\u002Fcode>.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>Logo\u003C\u002Fstrong>: click \u003Cstrong>Upload logo\u003C\u002Fstrong> and choose a JPG, PNG or WebP image up to 2 MB. To remove it, click \u003Cstrong>Delete logo\u003C\u002Fstrong>.\u003C\u002Fli>\n\u003C\u002Ful>\n\u003Cfigure class=\"wp-block-image size-large tc-screenshot\">\u003Ca href=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-acc-14.png\" style=\"max-width:888px\">\u003Cimg src=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-acc-14.png\" srcset=\"https:\u002F\u002Ftocaller.com\u002Fhelp-screenshots\u002Fhelp-acc-14.png 1776w\" sizes=\"auto, 888px\" alt=\"General tab with workspace logo, name and website\" width=\"888\" height=\"285\" loading=\"lazy\" decoding=\"async\" \u002F>\u003C\u002Fa>\u003Cfigcaption class=\"wp-element-caption\">Workspace name, logo and website.\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\u003Cp>Changes save when you click outside the field. You’ll see \u003Cstrong>Workspace updated.\u003C\u002Fstrong> or \u003Cstrong>Logo updated.\u003C\u002Fstrong>\u003C\u002Fp>\n\u003Ch2>Plan and billing\u003C\u002Fh2>\n\u003Cp>The \u003Cstrong>Plan\u003C\u002Fstrong> and \u003Cstrong>Billing\u003C\u002Fstrong> tabs are covered in \u003Ca href=\"\u002Fhelp-center\u002Faccount-settings\u002Fplans-licenses-and-free-trial\u002F\">Plans, licenses and your free trial\u003C\u002Fa> and \u003Ca href=\"\u002Fhelp-center\u002Faccount-settings\u002Fmanage-billing-and-payments\u002F\">Manage billing, invoices and payments\u003C\u002Fa>.\u003C\u002Fp>\n\u003Ch2>Team members and roles\u003C\u002Fh2>\n\u003Cp>People and their roles are managed in \u003Cstrong>Users\u003C\u002Fstrong> in the sidebar. See \u003Ca href=\"\u002Fhelp-center\u002Fusing-tocaller\u002Finvite-your-team\u002F\">Invite your team\u003C\u002Fa> and \u003Ca href=\"\u002Fhelp-center\u002Fusing-tocaller\u002Fuser-roles-and-permissions\u002F\">User roles and permissions\u003C\u002Fa>.\u003C\u002Fp>\n\u003Ch2>Your own settings\u003C\u002Fh2>\n\u003Cp>Your timezone, ringtone and after-call time are set per person on each user’s page under \u003Cstrong>Call Settings\u003C\u002Fstrong>, not for the whole workspace. Your name, picture, password and email are on your \u003Ca href=\"\u002Fhelp-center\u002Faccount-settings\u002Fprofile-password-and-email\u002F\">profile\u003C\u002Fa>.\u003C\u002Fp>\n",1793384540490]