Getting Started • 8 min read

Users and Teams: Managing Your Team in CallOrbit

Learn how to add users, create teams, manage permissions, and set up call routing for your team in CallOrbit.

Read this CallOrbit guide for practical detail on getting started workflows, configuration steps, and implementation best practices.

  • Category: Getting Started
  • Section: Getting Started
  • Estimated reading time: 8 min read
Full documentation Getting started CallOrbit home

Learn how to add users, create teams, manage permissions, and set up call routing for your team.

In this article

  1. Adding users
  2. User roles and permissions
  3. Creating teams
  4. Call routing for teams

Adding Users

To add a new user to your workspace:

  1. Go to "Team" in the left sidebar
  2. Click "Invite Team Member"
  3. Enter their email address
  4. Select a role
  5. Click "Send Invite"

The user will receive an email with instructions to create their account.

User Roles and Permissions

RolePermissions
AdminFull access to all features and settings
MemberCan make/receive calls, manage their own settings
ViewerRead-only access to reports and analytics

Creating Teams

Organize your users into teams for better call routing:

  1. Go to "Team" → "Teams"
  2. Click "Create Team"
  3. Enter a team name
  4. Add team members
  5. Click "Save"

Call Routing for Teams

Set up how calls are routed to your teams:

  • Ring All: Ring all team members simultaneously
  • Round Robin: Distribute calls evenly among team members
  • Linear: Ring team members in order
  • Most Idle: Ring the team member who's been idle the longest