# Team Management

Here’s an overview of the team management settings in your account settings management area. In this section, you can add or remove users from your account.

> NOTE: Depending on your user permissions, you may not have access to all of the components.

### Team Members List

In this area, you will see all the team members associated with your account.

<figure><img src="https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2FPK9mW3pqtKZKfFJDURXS%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-c9017a43cf3f8bd657d858053fa0c44a49b3bcec_My%20staff%20-%20team%20managment%20-%20Team%20Members.webp?alt=media&#x26;token=0abf2d9a-d24d-41e0-afa8-2b85fd939ba6" alt=""><figcaption></figcaption></figure>

### Filter Users

Filter your user list by roles.

<figure><img src="https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2FbQTcvHfUzG55grbQ863Q%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-fa07816c4f8e384cc90f9c1d594538e7329e5f0b_My%20staff%20-%20team%20managment%20-%20Filter%20Users.webp?alt=media&#x26;token=641d5d46-cb21-49a2-bae7-fbbf11cb1245" alt=""><figcaption></figcaption></figure>

### Search Bar

Search for users by name, email, or phone number.

<figure><img src="https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2FR4JBgOj9haoVHCJ2LwPE%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-0eb1ffe97a13b05663c371e5410cf874f7b20772_My%20staff%20-%20team%20managment%20-%20Search%20Bar.png?alt=media&#x26;token=e8452b7e-f256-4359-b260-12c39cd58803" alt=""><figcaption></figcaption></figure>

### Edit Team Members

Click here to edit team members' information. You can also remove a team member from this location/sub-account, or delete the team member.

<figure><img src="https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2FUMGgadkTsvFtA69SkO3P%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-7d59a99392f2df0ddd51f4ab3c0f0ee7af9c25e6_My%20staff%20-%20team%20managment%20-%20Edit%20Team%20Members.png?alt=media&#x26;token=35464a0f-a184-46b6-8f41-b763eaad6433" alt=""><figcaption></figcaption></figure>

### Add New Users

Click here to add new team members.

<figure><img src="https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2FAJ8bJ4OSMiY4afp7kySQ%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-2bdd502d65c0acf276aba1f92d2999ab1ff55a79_My%20staff%20-%20team%20managment%20-%20Add%20New%20Users.webp?alt=media&#x26;token=06630230-e4fc-425d-a013-1f689d351748" alt=""><figcaption></figcaption></figure>

### Edit User Information

You can add a personal logo for each user too. For each employee, fill out their basic information: Name, email, and phone number. You can also add phone extensions here.

* You can set and reset passwords for each user here too.
* You can establish an email signature for each user, which can be helpful for the campaigns they are assigned to.
* You can also assign a specific calendar to the user.

<figure><img src="https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2FjyB87soQlzowid9IFvvI%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-8f1d068eae1f6efff5dce600a118cf1e7b17da75_My%20staff%20-%20team%20managment%20-%20Edit%20User%20Information.png?alt=media&#x26;token=236e9052-707d-424c-8ceb-9dfda7f9d711" alt=""><figcaption></figcaption></figure>

### Edit User Permissions

If you are the administrator, you can toggle on and off the various permissions for the users within your team.

<figure><img src="https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2FspHGTfxJcRIYHUksI8eD%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-e62b2f16759d6ea53ffa95e9eff3d51f7674edd5_My%20staff%20-%20team%20managment%20-%20Edit%20User%20Permissions.webp?alt=media&#x26;token=7619d50c-0165-4971-97e4-e4aabcdf20cf" alt=""><figcaption></figcaption></figure>

### Edit User Roles

You can assign the user to be a general user or an admin.

<figure><img src="https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2FQElih8PVlgsJIzEZKEQM%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-6bffcb092df6937f557d1bde3a01e37cddec0ced_My%20staff%20-%20team%20managment%20-%20add%20employee%20-%20Edit%20User%20Roles.webp?alt=media&#x26;token=54aebc30-8c22-4bb8-adb5-a26d46c11660" alt=""><figcaption></figcaption></figure>

### Edit Call & Voicemail Settings

Here you can include an inbound Twilio number here if the user requires a dedicated number. You can also set the call time-out and upload a voicemail recording file.

<figure><img src="https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2Fca9y89u5LQoAzd3r4I8l%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-0f98ea85b39892e069937693ceb4cb8ee6c4b346_My%20staff%20-%20team%20managment%20-%20add%20employee%20-%20Call%20%26%20voicemail.webp?alt=media&#x26;token=d8720161-28dc-4d40-b260-7e1e324a63c6" alt=""><figcaption></figcaption></figure>

### Edit User Availability

User availability lets you set up the default availability for each user.

<figure><img src="https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2FnucDCkE25GNcISnphRIa%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-dc511b4c513f91a92769a5cf968642b1adfc470f_My%20staff%20-%20team%20managment%20-%20add%20employee%20-%20user%20availability.webp?alt=media&#x26;token=56f9bca2-0fb5-459c-b948-26180cbec005" alt=""><figcaption></figcaption></figure>

### Edit Calendar Configurations

User Calendar Configuration allows you to connect a Google calendar for a user. If they want to sync their calendar in the system with a Google calendar.

<figure><img src="https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2FXUA7lLFEzapyhcBNhDtC%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-9d7936cd5c7c2a1859b1dad247391e2ff4975341_My%20staff%20-%20team%20managment%20-%20add%20employee%20-%20calendar%20config%202.png?alt=media&#x26;token=0c8b8d04-02b8-4e99-8260-8c1d65a3e8d2" alt=""><figcaption></figcaption></figure>

> ![](https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2FRcbrKLXhkAHPpo61dVDe%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-cf51f0086862d8cfc8398f081572e0b8636bfd08_Start%20Help%20Guide%20Button.webp?alt=media\&token=13d79338-fb67-4597-8321-8c6d07f5a9de)\
> Click the "**Start Help Guide**" button in this section of your CRM to start an interactive, guided tour and learn more about the components found in this section and how to use them!
