The goal with team member accounts is to give them an account that is simple, clean, and easy to use. Your admin account has everything in it, chances are your team doesn’t need to see specific things, like phone settings, api information, credit info, etc. So take a look at this video that walks you through how to set up your team accounts so that they have a simple system.
Pro tip: Give your team members the AE Soft Phone extension, it will make their lives so much easier.
https://www.youtube.com/watch?v=_QtsFNMB4gg
Finally, this will be the last “onboarding” email you receive until your phones are A2P registered for SMS use case.
Once you are registered you will be notified, and you will get a new sequence of emails that are designed to help you take action.
- AE Team