[{"data":1,"prerenderedAt":87},["ShallowReactive",2],{"content-post-help-using-tocaller-user-roles-and-permissions":3,"content-categories-help":31,"content-posts-help-using-tocaller":48},{"section":4,"category":5,"slug":6,"title":7,"excerpt":8,"date":9,"modified":10,"readMinutes":11,"author":12,"image":13,"art":14,"html":17,"toc":18},"help","using-tocaller","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","2026-10-26T15:12:44Z",2,"Amanda Brown",null,{"color":15,"scene":16},"#61E584","phone","\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 id=\"the-roles-at-a-glance\">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 id=\"the-owner\">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 id=\"who-can-do-what\">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 id=\"change-someones-role\">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",[19,22,25,28],{"id":20,"text":21},"the-roles-at-a-glance","The roles at a glance",{"id":23,"text":24},"the-owner","The Owner",{"id":26,"text":27},"who-can-do-what","Who can do what",{"id":29,"text":30},"change-someones-role","Change someone’s role",[32,38,44],{"section":4,"slug":33,"title":34,"description":35,"icon":36,"color":37},"getting-started","Getting Started","Create your account, confirm your email with a code and sign in.","layers","#ECCC37",{"section":4,"slug":39,"title":40,"description":41,"icon":42,"color":43},"account-settings","Account Settings","Billing, balance and payments, plans and licenses, security and your workspace.","user-check","#66AAFE",{"section":4,"slug":5,"title":45,"description":46,"icon":47,"color":15},"Using ToCaller","Buy phone numbers, invite your team and understand user roles.","route",[49,59,67,75,78],{"section":4,"category":5,"slug":50,"title":51,"excerpt":52,"date":53,"modified":10,"readMinutes":54,"author":12,"image":13,"art":55,"html":58},"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",4,{"color":56,"scene":57},"#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":4,"category":5,"slug":60,"title":61,"excerpt":62,"date":63,"modified":10,"readMinutes":11,"author":12,"image":13,"art":64,"html":66},"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":37,"scene":65},"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":4,"category":5,"slug":68,"title":69,"excerpt":70,"date":71,"modified":10,"readMinutes":11,"author":12,"image":13,"art":72,"html":74},"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":73,"scene":57},"#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":4,"category":5,"slug":6,"title":7,"excerpt":8,"date":9,"modified":10,"readMinutes":11,"author":12,"image":13,"art":76,"html":77},{"color":15,"scene":16},"\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":4,"category":5,"slug":79,"title":80,"excerpt":81,"date":82,"modified":10,"readMinutes":83,"author":12,"image":13,"art":84,"html":86},"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":56,"scene":85},"flow","\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",1793384543903]