Teams dynamics change, but fear not, adding and removing Dialpad team members is easy.
Lets dive into the details of updating your team.
Who can use this feature?
Admins with a Dialpad Talk, Sell, or Contact Center license can add or remove team members.
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 account
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.
Numbers that belonged to a team member who has been removed will become available once the team member is fully deleted (~72 hours).
If the user never accepted their invitation and the account remains pending, the number 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.
To learn more about managing a team in Dialpad, visit this Help Center article.
Frequently Asked Questions (FAQs)
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.