Documentation

UCaaS (Business Phone) · Administration

Users & roles

The Owner, Admin, and Member roles, what each can do, and how members use their self-serve workspace.

Access to the phone system is governed by roles. Give each person the role that matches what they need to do.

Roles

RoleCan do
OwnerEverything, including account-level settings
AdminThe full Configuration Console — extensions, routing, meetings, messaging, reports
MemberUse the phone, messages, and meetings

Owners and Admins land in the full console. Plain Members get the phone, messages, and meetings, plus a prompt to ask an admin if they need something configured.

The member workspace

Members have a self-serve workspace ("My Workspace") scoped to their own account. If someone belongs to more than one organization, an account selector lets them switch.

From their workspace a member can:

Tip

Everyone should complete their own emergency-address confirmation — it doesn't require an admin, and outbound calling stays blocked until it's done.

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