Add a Team Member to your organization to give a user access to the Sync platform, including calling, messaging, and assigned administrative tools.

Access the Team Members page

Administrators can add Team Members from the Team Members page in the Sync Settings portal.

From the left navigation menu

Use the Company section to open the Team Members page from the main Settings portal navigation.

1. Log in to the Sync Settings portal as an Administrator.
2. Click Company from the left navigation menu.
3. Select Team Members.
4. Click Add Team Member.

From the Settings portal Dashboard

The Settings portal Dashboard provides shortcuts for opening the Team Members page or adding a Team Member directly.

1. Open the Settings portal Dashboard.
2. In the Team Members tile, click Manage to open the Team Members page.
3. Click Add Team Member to open the Add Team Member pop-up.

The red-circled number above the Add Team Member button shows how many additional user slots are currently available.

Add Team Member details

Use the Add Team Member pop-up to create the user profile and assign the required account details.

1. Enter the Team Member’s First Name.
2. Enter the Team Member’s Last Name.
3. Choose a unique extension. Extension numbers may automatically fill with the next consecutive number.
4. Enter the Team Member’s preferred email address.
5. Enter the Team Member’s service address.
6. Assign the Team Member an outbound phone number.
7. Choose the Team Member’s permissions.
8. Choose whether to send the welcome email with a password setup link.
9. Click Add Team Member to save.

Success!

Once the Team Member is saved, the pop-up window closes and a success notification appears at the bottom of the page.

After the Team Member is added, Sync confirms the action and updates the Team Members list.

• The Team Member appears in the Team Members list.
• If the welcome email option was selected, the Team Member receives a password setup email.
• The Team Member can complete a first-time login after setting a password.

If the email is already in use

Each Team Member must have a unique email address.

• Confirm the email address was entered correctly.
• Check whether the Team Member already exists in your organization.
• Use a different email address if needed.

Advanced Team Member settings 

After adding a new Team Member, continue configuring the account based on the user’s role and communication needs. Access advanced settings by clicking the pencil icon to open a Team Member's full configurable options; learn how with our article, Manage Team Members.