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Team and admin

Invite your team

Add people to your Olatti account from User management and set them as a user or an admin.

Written By Axel Molist

Last updated About 1 month ago

Admins add people from User management. Each person gets an email, sets up their login and appears in Contacts as a colleague with their own extension.

Before you start

You need to be an admin on the account. If you can't see Admin settings in the Settings menu, ask whoever set up Olatti to add you.

Steps

  1. Go to Settings > User management and click New user.

The Create User form: Name, Email, Job title, Extension number and User type

  1. Fill in Name, Last name and Email. The email is where the invitation goes and what they'll sign in with.

  2. Add a Job title if you like. It shows in Contacts.

  3. Extension number is assigned automatically. Click Change extension if you want a specific one.

  4. Set User type to User or Admin. Admins can change account settings, numbers, call flows and other users.

  5. Scroll to Call properties to set recording, caller ID and other call options for this person, or leave the defaults.

  6. Click Save.

They receive an email to set up their login. Once they've accepted, they show as a colleague for everyone.

Good to know

  • Billing starts when someone accepts. You're charged for people who accept their invite and become active, not for invitations sent.

  • Departments let you group people. Manage them from the Departments tab on the same page.

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