Team
Manage who has access to your account.

About

Voice Insights enables collaboration by allowing you to add new team members to your account.

Inviting New Members

To invite a new team member, follow the steps below:
  1. 1.
    Sign in to the NLX Voice Insights Dashboard at https://dashboard.voiceinsights.ai
  2. 2.
    In the top right corner, click on the dropdown and choose Account.
  3. 3.
    Scroll down to the Invite a Team Member section and fill out the form for each team member by specifying their Name and Email.
  4. 4.
    Choose Invite.
After you invite a new team member, they will receive a verification email. In order for the new account to become active, the new team member has to accept the invitation.
To invite a new team member, you must be either an Owner or Administrator.

Removing Existing Members

To remove an existing team member, follow the steps below:
  1. 1.
    Sign in to the NLX Voice Insights Dashboard at https://dashboard.voiceinsights.ai
  2. 2.
    In the top right corner, click on the dropdown and choose Account.
  3. 3.
    Scroll down to the Team section.
  4. 4.
    Choose X next to the team member you want to remove.

Switching Roles

The following roles are currently supported:
  • Owner
  • Administrator
  • Analyst
To change an existing team member's role, follow the steps below:
  1. 1.
    Sign in to the NLX Voice Insights Dashboard at https://dashboard.voiceinsights.ai
  2. 2.
    In the top right corner, click on the dropdown and choose Account.
  3. 3.
    Scroll down to the Team section.
  4. 4.
    Choose the new role from the Role dropdown corresponding to the team member.
Only one team member can be the Owner.

Role Permissions

Role
Permissions
Owner
  • Dashboard
  • Reports
  • Contact Logs
  • Automations
  • Compare
  • Billing & Usage
  • Account
  • Vocabularies
Administrator
  • Dashboard
  • Reports
  • Contact Logs
  • Automations
  • Compare
  • Billing & Usage
  • Account
  • Vocabularies
Analyst
  • Dashboard
  • Reports
  • Contact Logs
  • Compare
Last modified 1yr ago