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Getting started

Invite teammates to your workspace

Invite people from the Team page. Each teammate uses one seat, gets their own extension and can have their own business number.

Everyone on your team gets their own login and their own extension, and you can give each person their own business number. Owners and admins send invites from the Team page.

Before you start

  • Your workspace needs an active plan. Without one, the Team page asks you to choose a plan on the Billing page first.
  • Each teammate uses one seat. An open invite also holds a seat until it is accepted or expires. The invite card shows how many seats are used, for example 3 of 5 seats used.
  • If every seat is taken, the owner can select Add seats to go to Billing. See Plans, seats and your subscription.

Send an invite

  1. Select Team in the sidebar.
  2. In Invite teammate, type their work email.
  3. Pick a Role: Member or Admin. Only the owner can invite admins. See Roles and permissions.
  4. Select Send invite. You see Invite sent once the email is on its way.

Manage pending invites

Invites that have not been accepted yet appear under Pending invites on the Team page, with who sent them and when they expire. An invite link works for 7 days.

  • Copy invite link copies the link again.
  • Resend emails the invite again. For an expired invite the button reads Send again and gives it a fresh 7 days.
  • Revoke cancels the invite. The link stops working and the seat is free again.

What your teammate does

  1. They open the link in the email. The page says who invited them and which workspace they are joining.
  2. New to CallRoute: they enter Your name and a Password, then select Create account and join.
  3. Already have a CallRoute account with that email: they enter their password and select Sign in and join.

The invite only works for the email address it was sent to. If they are signed in with a different account, the page warns them before they accept.

After they join

  • They get an extension automatically. Admins can change it from the Extension column on the Team page with Change.
  • Give them a number from the Numbers page. Pick their name in the For list when you add a new number, or use Reassign to hand them an existing one.

Remove a teammate

  1. On the Team page, select Remove next to their name.
  2. In Give their numbers to, pick who should take over their numbers.
  3. Select Remove to confirm.

Their seat becomes free for someone else. Your bill does not change on its own. To pay for fewer seats, change your seats on the Billing page.