Users & Roles • Updated April 8, 2026
Give managers and supervisors a full operational view
CallOrbit managers should be able to monitor completed setups, extensions, SIP accounts, queue coverage, and teammate readiness in one place.
Audience: Managers overseeing live service coverage. This guide focuses on operational setup inside the CallOrbit platform.
Add customer admins, managers, supervisors, agents, and team assignments correctly.
- Review the completed voice setup list for seats, extensions, SIP accounts, numbers, and routes.
- Use the teammate setup workspace to fix anything missing for agents or supervisors.
- Keep user roles and operational permissions aligned so setup responsibility is clear.
Who this guide is for
Audience: Managers overseeing live service coverage.
Add customer admins, managers, supervisors, agents, and team assignments correctly.
Use this guide when you want the setup to be correct the first time and easy for another admin, manager, or supervisor to verify later.
What this workflow helps you accomplish
CallOrbit managers should be able to monitor completed setups, extensions, SIP accounts, queue coverage, and teammate readiness in one place.
This workflow matters because numbers, routing, access, and reporting in CallOrbit are connected. Skipping one setup detail usually creates avoidable support work later.
- Step 1: Review the completed voice setup list for seats, extensions, SIP accounts, numbers, and routes.
- Step 2: Use the teammate setup workspace to fix anything missing for agents or supervisors.
- Step 3: Keep user roles and operational permissions aligned so setup responsibility is clear.
Setup checklist
- Review the completed voice setup list for seats, extensions, SIP accounts, numbers, and routes.
- Use the teammate setup workspace to fix anything missing for agents or supervisors.
- Keep user roles and operational permissions aligned so setup responsibility is clear.
Operational follow-up
After you complete this flow, confirm the live experience from both the agent and customer side so ownership, routing, permissions, and reporting all match what the workspace expects.
If your team is rolling this out across multiple users, queues, or phone numbers, pair this article with the broader knowledge base and the relevant routing or numbers guides to keep deployment consistent.
- What is the CallOrbit Knowledge Base for? — It is the public help hub for how CallOrbit works, covering numbers, webphone setup, SIP, extensions, routing, users, roles, and billing basics.
- Can customers read this without signing in? — Yes. The Knowledge Base now lives on a public route so customers can read setup guidance before or after they enter the portal.
- Does the portal still have its own Knowledge Base page? — No. The signed-in portal navigation no longer carries a separate Knowledge Base page, and the old portal path now redirects to this public version.