Create user for outside viewing

Login under admin account

Go to settings à user manager à create user with report manager status.

This will provide the ability to track calls and perform reporting duties.


After creating the user, you will need to apply access rules, so they can’t see all numbers in our system. Ideally, they need access to specific numbers



Access Control Groups

Go to settings à Access control groups à create an access control group using the button on the top right à assign the users to the access control group then assign the tracking numbers they are able to see.


Assigning a white label

Go to settings à agency settingsà appearance à logo & text à upload the images needed and type in the sub domain address you want to use.