Creating Agents

An agent (also known as a WebFones user) is someone in your organization who has access to the WebFones system to make calls, support customers, and manage communication tasks. Depending on their role, an agent may be a full account administrator or may only have access to the features associated with their assigned phone extension.

Agents are always invited by an administrator. Invitations are sent from the Agents page under the Gear menu. Agents can also be added on the fly to distribution lists for SMS, voicemail notifications, and other features.

When you assign an extension owner by entering their email address, that user will receive an invitation and must complete the setup process—including configuring their mobile device—to begin receiving system notifications for their extension.