Skip to main content
Open: Team & Access. Administration controls depend on your role.
  1. Review existing members before adding someone.
  2. Use the available member invitation or creation action. Enter the person’s own email and correct role.
  3. Ask them to complete password and account setup.
  4. Check their active status and allocated phone number where communications are needed.
  5. Ask them to sign in and confirm the relevant menus and records are visible.

​
Choose access by responsibility

Use the permissions actually offered on screen. Operations may view team details without being able to change them. System-managed accounts are not ordinary staff accounts. Pricing and finance configuration can have separate delegated permissions.

​
Phone readiness

A number allocation alone does not establish that calling works. Confirm the member is active, setup is complete, communications billing is active and the browser phone is ready. Follow calling and SMS setup. For a departing staff member, review their customer ownership, open tasks and number allocation before changing access. Reassign work explicitly; tagging someone does not transfer ownership.

​
ArgonixIntelligence in this workflow

Intelligence works within access and plan limits. Do not expect a summary to expose another team’s restricted data or to change member permissions.

Related topics

Set up notificationsCreate your organisationConfigure pricing and financePrepare the workspace for daily useUnderstand the PayTo mandate