- 21 Sep 2023
- 3 Minutes to read
Add & Remove Team Members
- Updated on 21 Sep 2023
- 3 Minutes to read
Teams dynamics change, but fear not, adding and removing Dialpad team members is easy.
Lets dive into the details of updating your team.
Add a team member
Let's take a look at adding a User.
- From Dialpad.com, navigate to Admin Settings and select Office.
- Select Users and click the purple Add User button.
- Add the User using one of the two methods detailed below.
- Select Add, then confirm any billing changes to complete the process and add the User(s).
You can choose to add users manually by entering email addresses that belong to the same domain or add team members straight from your Google G Suite or Microsoft Office 365 directory.
Enter an email address, then press Enter on your keyboard; it will appear in a list indicating the assigned number, which can be edited, and a description of who last had the number.
If you select Edit, a pop-up window will display a list of suggested numbers and numbers in your organization that are unassigned.
We'll send confirmation emails to your team members; they'll use it to verify their email addresses and activate their Dialpad accounts. If they haven't accepted the invitation to join Dialpad, you'll see 'Pending' in the Account Details column.
Select Options > Admin > Resend Invite to resend the invitation.
Remove a team member
To remove a team member, head to your Admin Settings at Dialpad.com
- Navigate to Office
- Select Users
- Select Options beside the name of the user you would like to remove
- Select Admin
- Select Delete User
You'll have the option to export their usage data in Dialpad before confirming the deletion.
Upon deletion, you have the choice to keep the license (remember you will be billed for unused licenses), or to remove the license.
Dialpad offers a 72-hour grace period when you delete a User — when deleted, Users are placed in the Deleted Users Tab for 72 hours and their number is on hold.
During the grace period, the number cannot be re-assigned. Select Permanently Delete at any time within the 72 hours to delete the User and their data forever, and free up their number.
If the user never accepted their invitation and the account remains pending, the number and account will be permanently deleted immediately and cannot be restored.
You can also delete a user by selecting the checkbox next to their name and clicking the trash can icon on top of the user list.
Removing a team member will not discontinue the license activated for them; if you'd like to remove a license, please visit this Help Center article.
Restore a user
During the 72-hour window, you can reinstate the User and restore their number and data. Be mindful of the time, after 72 hours all data for the User will be permanently deleted.
To restore a deleted User, head to your Admin Settings from Dialpad.com
- Navigate to Office Settings
- Select Users
- Select the Deleted Users tab
- Select Options beside the User's name
- Select Restore
Frequently asked questions
Can I delete the last remaining user from an Office?
If you have one Office, you cannot delete the last remaining user. You can, however, delete the last remaining user from an Office if there are multiple Offices. Go to the list of users and select the checkbox alongside the user's name, then select Delete Users.
It will not appear as an option in the drop-down, so you must use bulk actions despite there being one user.
Why don't I see the Deleted Users tab?
If you are on a free trial, you will not see this feature. Upgrade today to gain full access to the Dialpad platform!