Add team members and manage extensions
P02 - 2 minutes 14 seconds
Follow Shelley through the actual SessionPBX portal in a demo workspace. Add a member, review their permissions and send a fresh invitation.
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What you will learn
- Add a member with a unique extension and the right role.
- Review calling, messaging, voicemail and recording permissions.
- Save changes and resend an invitation when needed.
The recording uses two fictional colleagues in an isolated demo workspace. Invitation passwords are hidden.
Transcript
Let’s add a colleague to SessionPBX. In our demo workspace, open Team Members. Check the seats available, and look through the list before creating another account.
Select Add member. Give your colleague a unique extension, then enter their display name and email address. We’ll add Jamie Taylor on extension one thousand and one. Check the email carefully: this is where their invitation will go.
Choose the role that matches their job. Agent gives someone the everyday workspace tools. Admin also lets them manage the workspace. Jamie is an agent, so we’ll keep that setting. When the details are correct, select Add member.
The confirmation shows that Jamie’s account has been created and an invitation has been sent. We’ve hidden the password in this recording. Keep those sign-in details private, and check that the invitation reaches your colleague.
Back in the list, use the edit button to manage Jamie’s account. The profile holds their name, email and role. Access and features controls voicemail, messaging, video and outbound public calling. Recording has its own choices. Here, we’ll allow on-demand recording, so Jamie can start and stop a recording during a call.
Review the email notifications and call-handling options, then select Save member. These settings apply to this person. Public calling also needs a working carrier connection and the appropriate routing.
If your colleague needs a fresh invitation, use the envelope button beside their account. Resending replaces their provisioning password, so coordinate that change with them first. The confirmation shows that the invite was resent. Jamie is now ready to set up the apps.
Read the team members guide, or return to the tutorial series.