How to Add a Team Member to Your JustCall Workspace (2024)

Introduction to How to Add a Team Member to Your JustCall Workspace

Hey there! Teamwork and collaboration are the backbones of any successful business. With JustCall, inviting team members to join your workspace is a breeze, ensuring everyone stays connected and productive. This guide will walk you through the simple steps to invite your team members to JustCall.


How to Add a Team Member to Your JustCall Workspace

How to Add a Team Member to Your JustCall Workspace

1. Logging into Your JustCall Workspace

First things first, log in to your JustCall account. Just head over to the JustCall website and enter your credentials. Once you’re in, take a moment to familiarize yourself with the workspace. Efficient navigation will save you time and help you manage your team more effectively.


2. Accessing the Teams Dropdown Menu

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Now that you’re logged in, it’s time to expand the ‘Teams‘ dropdown menu. You’ll find this on the side navigation bar. Click on it to reveal the options within the Teams section. This area is where you’ll manage all your team-related activities.


3. Opening the Team Members Section

Next, let’s open the ‘Team Members’ section. To do this, click on the ‘Teams’ dropdown menu and select ‘Team Members’. This section is crucial for collaboration as it allows you to manage who has access to your workspace and what they can do within it.

Invite members step

4. Adding a Team Member

Now, let’s get into adding your team members. There are two ways to do this: individually or using the bulk import method.

 Individual Invitations

  1. Click on the ‘Add Member’ button in the top right corner.
  2. Enter the email addresses of the team members you want to invite. You can add one email at a time.
  3. After adding the email addresses, click ‘Next’ in the top right corner to proceed to assigning roles.

Inviting team members individually ensures that each person receives their invite directly, making the process straightforward and personal.


 Bulk Import

  1. If you need to add multiple team members, you can use the bulk import option.
  2. Click on ‘Add Member’ and choose the ‘Bulk import’ option.
  3. Upload a CSV file with up to 10 email addresses.
  4. Click ‘Next’ to assign roles to these members.

The bulk import method is great for quickly adding a large number of team members without having to invite each person individually.


5. Assigning Roles

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Assigning roles is an important step to ensure that each team member has the appropriate level of access to the JustCall workspace.

  1. Admin Role: Admins have complete access to the JustCall workspace. They can manage settings, add or remove members, and access all data.
  2. Member Role: Members have limited access. They can make calls, send SMS, and view their own analytics.
  3. Custom Roles: If you have created custom roles at the team level, you can assign these to your new members. Custom roles allow you to tailor access and permissions based on specific needs.

To assign roles, simply select the appropriate role for each team member and click ‘Next’.


6. Assigning Numbers

Assign numbers adding a member

Once you’ve assigned roles, the next step is to assign phone numbers to your new team members. JustCall provides two options for this:

  1. Allow Members to Purchase Their Own Numbers:
    • This option lets team members buy their own numbers for calling and SMS. It’s great for ensuring everyone has a dedicated line.
  2. Share Existing Numbers:
    • Alternatively, you can share existing numbers from your available list. This is useful for teams that work closely together and need access to the same contact numbers.

Assigning numbers correctly ensures that your team can start communicating effectively right away.


 Finalizing the Invitation

Now, it’s time to finalize the invitation process:

  1. Send the Invitation:
    • After assigning roles and numbers, simply click ‘Invite’. This will send an email to each new team member with a link to log in.
  2. Troubleshooting Common Issues:
    • If you encounter an error message like ‘User with this email already exists’, check your team members list to see if the email is already in use.
    • You can resend the email invite or manually copy the login link and share it with them.
    • In the Team Members section, locate their pending invite and click on the three-dot menu to resend the invite or copy the link.

By following these steps, your team members will receive their invitations and be able to join your JustCall workspace without any issues.

Conclusion: How to Add a Team Member to Your JustCall Workspace

bps manage high call volumes

To recap, adding a team member to your JustCall workspace is a straightforward process that enhances your team’s communication capabilities:

  1. Login to Your JustCall Workspace:
    • Navigate efficiently to get started.
  2. Access the Teams Dropdown Menu:
    • Find and utilize the ‘Teams’ section.
  3. Open the Team Members Section:
    • Manage your team’s access and collaboration.
  4. Add Team Members:
    • Use individual invitations or the bulk import method.
  5. Assign Roles:
    • Define access levels with Admin, Member, or Custom roles.
  6. Assign Numbers:
    • Allow members to purchase their own numbers or share existing ones.
  7. Finalize the Invitation:
    • Send out invites and troubleshoot any issues.

Using JustCall for team collaboration streamlines your communication processes and boosts productivity. So, take advantage of these features to build an effective, well-connected team. If you’re not already using JustCall and are looking to sign up, you can start your free trial here. Start Free Trial →


Available Also:

How to Maximize Business Communications with JustCall Free Trial

Steps to Add Credits to Your JustCall Account

Managing Video Meetings on NextivaOne: A Guide to Seamless Collaboration

The Benefits of VoIP for Small Businesses: Enhancing Communication and Efficiency

The Role of Document Sharing and Collaboration in Team Productivity

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