With multi-user login, you can invite teammates to your Upfirst account. Each person gets their own login, so your team can review call logs, listen to recordings, and comment on calls without sharing a password.
There are two roles. Owners have full access to everything, including your receptionist's training. Members can view call logs, recordings, and transcripts and leave comments on calls, but cannot edit the receptionist's setup.
How to invite a team member
1. Open your team settings
Go to Settings > Team in the left-hand menu.
2. Enter their email address
Type in the email address of the person you want to invite.
3. Choose a role
Select Owner or Member depending on the level of access they need.
4. Send the invite
Click Invite member. They'll receive an email with a link to accept. When they accept, they'll enter their name and set a password.
Understanding roles
Permission | Owner | Member |
View call logs, recordings, transcripts | Yes | Yes |
Comment on calls | Yes | Yes |
View receptionist training | Yes | Yes |
Edit receptionist training | Yes | No |
Full account and billing access | Yes | No |
Things to know
The original account holder is always an Owner.
You can remove a team member at any time from Settings > Team.
Each team member has their own login and password.
Notification settings are account-wide, not per user. If you've configured custom notifications, they'll go to the email and number you set up, not automatically to each team member individually.
This is NOT billed per seat.