Change a teammate's title, AI access or listing
Know the quick controls beside each person: title, AI Agents access, directory listing and disable.
On Team, each person's row has quick controls: their title drop-down, AI (access to AI Agents), Listed (reachable by name in a phone menu) and Disable. Each applies the moment you click, with no Save.
In this video
Step by step
- 1
Everyone in your company is listed in one place. Open Team, in the menu on the left.
- 2
Each person has quick controls, on the right of their row. Here, Dr. Lily Tran.
- 3
The drop-down shows their title. Picking another one changes it at once.
- 4
AI gives them access to AI Agents, where your receptionist is set up, or takes it away.
- 5
Listed means callers can reach them, by spelling their name in a phone menu. Click it to leave them out.
- 6
Disable switches their account off, without deleting it. Enable switches it back on.
- 7
Each of these applies the moment you click, with no Save. So in this demo, we only point.
- 8
Only the owner sees the bin. It removes the person from the company, after asking you to confirm.
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