Team
Staff
Manage the existing staff directory used by call transfers, team views, and supported routing workflows.
Staff fields
- Name.
- Role.
- Phone and phone country.
- Email.
- Primary status.
- Active status.
Single source of truth
The Staff page is the detailed administration experience. Team summaries and call-routing workflows should use the same staff records rather than maintaining a duplicate directory.
Manage staff
- 1Open the Staff page.
- 2Add or edit a staff member.
- 3Keep phone numbers and roles current.
- 4Use active/primary status to control the intended routing path.