## Inviting your team

Go to Account -> Team (visible to owners and admins). Enter your colleague's email, first and last name, job title and phone number, pick a role, and send the invite. They'll get an email to set up their own login. The name and job title help everyone tell teammates apart on the Team page.

Roles

  • Owner - full access, including billing, team management and closing the account. The person who signed up starts as the owner; you can have more than one.
  • Admin - everything except closing the account or transferring ownership.
  • Member - day-to-day use only. Members land on the dashboard and can work on desks (calls, knowledge, agent setup), but they can't see or change billing, the plan, the team, or account settings, and they don't see account-level actions like adding a desk or upgrading.

Change a person's role or remove them any time from the Team page. You can't remove the last owner.

Who gets notified (per-user alerts)

Each teammate controls their own call and message alerts under Account -> Emails -> Call & message alerts:

  • An alert email and/or mobile (for SMS).
  • Toggles for call emails, message emails, and SMS.

By default everyone is notified about every desk. Owners and admins can narrow this on the Team page - click Desks under a member to choose which desks they're notified about. This is in addition to the per-desk default recipient set on each desk's Setup page.

Notes

  • Each email address can belong to one RingDesk account. If an invite says the email already exists, that person already has a RingDesk login.
  • Removing someone deletes their login and access immediately.

### Related articles

- Billing and usage: your minutes, charges and next invoice - Upgrading or downgrading your plan - Pay As You Go: credit and automatic top-ups - Your agreements, order confirmations, and invoices - Cancelling RingDesk and removing call forwarding