An Edesy Phone workspace can have several people. Everyone shares the workspace's numbers, wallet and call history, and calls customers from the business number.
Roles#
| Role | Can do |
|---|---|
| Owner | Everything, including inviting admins and changing roles |
| Admin | Invite members, manage invitations and members, change workspace calling settings |
| Member | Make calls, see calls, set up their own mobile for call via my phone |
Only the workspace owner can invite admins.
Invite someone#
- Open Team and click to invite a member.
- Enter their email address and pick a role (Member, or Admin if you are the owner).
- Send. They get an email with an invite link, sign in with their Edesy account and join the workspace.
Pending invitations can be resent or revoked by owners and admins.
Remove someone#
Owners and admins can remove a member from the Team page. The numbers, wallet and call history stay with the workspace.
Each person's own setup#
- Members who will call through their mobile verify it in Settings. See Call via My Phone.
- Whether members can choose their caller ID is a workspace setting. See Caller ID.
Several workspaces#
If you belong to more than one workspace, switch between them from the workspace switcher at the top of the sidebar.