๐งโ๐คโ๐ง Team & Accounts
Roles, permissions, and managing multiple businesses.
Articles in this section
Admin vs. Agent Roles
The two roles, what each can do, and how Section Access and Record Access narrow what an Agent sees.
Section Access and Record Access
Decide which pages a team member can open, and which numbers, AI receptionists and calendars they see inside them.
Managing Multiple Businesses (Sub-Accounts)
Run several TelBuddy accounts (useful for agencies) from one login.
Inviting Your Team
Team members choose their own password from a single-use link. Invites, resending, revoking, and password resets.