Who This Is For / When to Use
This is for account admins who need to manage team members’ access, roles, communication settings, availability, and notifications from a single location.
Access Team Management
Step 1: Open My Staff
Go to Settings.
Select My Staff.
Open Team Management.
Step 2: Add, Edit, or Remove a User
Click Add User to create a new team member.
Click the Edit (pencil) icon to update an existing user.
Click the Trash icon to remove a user.
Use the User Role filter or search bar to quickly find users.
User Info
What You Can Manage
The User Info section controls basic user details and signature settings.
You can update:
Profile image
First name and last name
Email address and verification
Phone number and extension
Default calendar
Email signature
Roles & Permissions
User Role
Open Roles & Permissions.
Select a role from User Role:
User
Admin
Permissions
Admins can toggle access for specific areas such as:
Account settings
Account tools
Automation
Contacts
Conversations
Calendars
Blogs and other tools
Call & Voicemail Settings
Inbound Call Configuration
Use this section to control how calls are routed for a user.
You can:
Assign a dedicated inbound phone number
Forward calls to:
Web App
Mobile App
Phone number
Deskphone (SIP)
Set incoming call timeout
Upload or record voicemail messages
Default Channel for IVR
IVR calls can be routed directly to the user’s preferred device.
Available options:
Web App
Mobile App
Phone Number
Deskphone (SIP)
User Availability
Set Working Hours
Use User Availability to control when a user is bookable on shared calendars.
You can configure:
Time zone
Available days
Daily start and end times
Preferred meeting location (for example, Zoom)
Calendar Configuration
Connected Calendars
If a user has a Google or Outlook calendar connected, manage it here.
You can:
View connected calendars
Control booking availability
Sync external calendars with Kyrios scheduling
Notification Settings
Manage Notifications by Channel
Customize how users receive notifications across:
In-app
Email
SMS
Notification types include:
New conversations
Assigned conversations
Mentions
Task assignments and reminders
Review notifications
Common Issues and Fixes
User cannot receive calls
Confirm Call & Voicemail Settings are configured.
Verify the correct Default Channel for Ring All or IVR is selected.
Calendar is not showing availability
Check User Availability hours and time zone.
Confirm calendar integration under Calendar Configuration.
User not receiving notifications
Verify notification toggles are enabled for the correct channel.
Confirm email and phone number are valid.
Role changes not taking effect
Ensure Save was clicked after changing roles or permissions.
Refresh the page and recheck permissions.