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Let's add a colleague to SessionPBX. In our demo

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workspace, open Team Members. Check the seats available, and

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look through the list before creating another account.

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Select Add member. Give your colleague a unique extension,

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then enter their display name and email address. We'll

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add Jamie Taylor on extension one thousand and one.

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Check the email carefully: this is where their invitation

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will go.

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Choose the role that matches their job. Agent gives

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someone the everyday workspace tools. Admin also lets them

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manage the workspace. Jamie is an agent, so we'll

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keep that setting. When the details are correct, select

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Add member.

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The confirmation shows that Jamie's account has been created

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and an invitation has been sent. We've hidden the

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password in this recording. Keep those sign-in details private,

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and check that the invitation reaches your colleague.

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Back in the list, use the edit button to

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manage Jamie's account. The profile holds their name, email

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and role. Access and features controls voicemail, messaging, video

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and outbound public calling. Recording has its own choices.

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Here, we'll allow on-demand recording, so Jamie can start

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and stop a recording during a call.

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Review the email notifications and call-handling options, then select

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Save member. These settings apply to this person. Public

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calling also needs a working carrier connection and the

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appropriate routing.

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If your colleague needs a fresh invitation, use the

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envelope button beside their account. Resending replaces their provisioning

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password, so coordinate that change with them first. The

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confirmation shows that the invite was resent. Jamie is

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now ready to set up the apps.