When someone joins, a manager with Manage people access can set them up in a few steps.
- In the client portal, go to People and press + Someone’s joining (it’s also under Quick jobs on Home).
- Enter their name and email address.
- Choose what they can do in the portal.
- Choose their extension: a spare one, A new extension, or Ask Zopi to add an extension for them.
- Choose the numbers they’ll use, and which number shows when they call out. You can order a new number just for them here too.
- Choose how they’ll make and take calls: Zopi Phone on their computer, a desk phone you already have, Rent a desk phone from Zopi, the mobile app, or Decide later.
- Check it all and press Add (their name) and send the invite.
They get an email inviting them to set up their portal login. If you chose a desk phone, you can press Set up their desk phone straight after.
Anything you’re not sure about? Choose the option to ask Zopi, or raise a request, and we’ll finish it for you.