Steps to Add an Agent to a Team and Restrict Admin Access
Log In to Your Admin Account
Access your admin dashboard via EnrollHere.Switch to the Agency Profile
Navigate to your Profile Settings, then switch to the Agency view.Go to Management > Invite Staff
In the agency dashboard, click Management and then Invite Staff to access your agent list.Select the Agent to Edit
Locate the desired agent and click the key icon to open their profile.Assign the Agent to a Team
Scroll to the Tags section.Type the team name in the search bar.
If the team exists, select it from the list.
If it doesn’t exist, type the name and click Add to create and save it.
Update Dialer Visibility Settings
Navigate to the Dialer section and go to Agent Settings.Click the eye icon next to the admin or employee whose access you want to modify.
Restrict Admin Access by Team Tag
In Admin Settings, locate the Has Access to Tags section.Add the relevant tag(s) for the teams the admin should manage.
Save Changes
Review your updates and click Save to apply them.
📌 Tag-based access ensures admins only view and manage agents within their designated teams.