How to invite a member to my team?
Inviting a member to a team enables them to call, text and view the contacts of your workspace.
To invite some to your team:
- Click on "+ Invite your team" on the left menu bar, bottom
- In the popup, enter the email address of the user you'd like to add to your team
- After entering the user's email, click "Add to list"
- Choose the role you'd like to assign to the user: Admin or User (shield icon = admin, avatar = user)
- Click on the button "Add access"
- Select all teams (aka, phone numbers) you'd like the user to have access to
- Click "Send invite"
Once the user accepts the invite, Phone2 will automatically create a Phone2 account for this user and they will be able to call/text from your shared phone number.
- Owner: the original user who created the Phone2 workspace. Unfortunately, workspace owner roles can't be transferred to other users
- Admin: same permissions as owner except, they cannot delete the workspace
- User: A basic user who can only call and text. Users cannot invite other users to the workspace or manage billing.
Updated on: 23/08/2023
Thank you!