> ## Documentation Index
> Fetch the complete documentation index at: https://help.withallo.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Team Management

> Add team members, manage permissions, and collaborate

## Overview

Team features let you add multiple users to your Allo account. Each team member gets their own number and access to shared features. Perfect for sales teams, support departments, and growing businesses.

**Team features:**

* Multiple users on one account
* Individual or shared numbers
* Call routing between team members
* Performance dashboard (Business plan)
* Call monitoring and training

<Note>
  Team features are available on the Business plan. Starter plan supports single users only.
</Note>

***

## Add team members

### From mobile app

<Steps>
  <Step title="Open Allo app">
    Launch Allo on your phone
  </Step>

  <Step title="Go to Settings">
    Tap Settings tab at bottom
  </Step>

  <Step title="Select Manage my team">
    Tap "Manage my team" option
  </Step>

  <Step title="Invite a member">
    Tap "Invite a member" button
  </Step>

  <Step title="Enter email address">
    Type the team member's email address
  </Step>

  <Step title="Send invitation">
    Tap Send. They'll receive an email invitation.
  </Step>
</Steps>

### From desktop app

<Steps>
  <Step title="Open Allo desktop app">
    Launch the Mac or Windows app
  </Step>

  <Step title="Go to Settings">
    Click Settings in the menu
  </Step>

  <Step title="Select Billing">
    Navigate to billing section
  </Step>

  <Step title="Add seat">
    Click "Add a seat" to invite team member
  </Step>

  <Step title="Enter details">
    Provide email address
  </Step>

  <Step title="Confirm">
    Review additional cost and confirm
  </Step>
</Steps>

### How invitations work

1. **You send invitation** via email address
2. **They receive email** from Allo with signup link
3. **They create account** using that email
4. **They choose their number** from available options
5. **They're added to team** automatically

**No password sharing:**\
Each team member has their own account. Never share login credentials.

***

## Team member pricing

### Per-seat billing

Each team member costs the same as your plan:

**What's included per seat:**

* One business number
* Full app access
* All plan features
* Individual call history
* Personal settings

**Billing:**\
Prorated for partial months. Charged automatically when added.

### Example pricing

**Scenario:** Business plan with 5 team members

* Base Business plan: \$45/month
* Additional 4 members: 4 × $45 = $180/month
* **Total: \$225/month**

**Scenario:** Yearly Business plan with 3 members

* Base annual: \$384.99/year
* Additional 2 members: 2 × $384.99 = $769.98/year
* **Total: \$1,154.97/year**

***

## Team capabilities

<Tabs>
  <Tab title="Call Routing">
    ## Call routing for teams

    ### Shared number

    **Multiple team members on one number:**

    When a call comes to a shared number:

    * Rings all team members simultaneously
    * First to answer gets the call
    * Others stop ringing automatically

    **Setup:**

    1. Go to Settings > your number
    2. Configure call routing
    3. Add team members to ring group

    ### Cascade calling

    **Sequential ringing:**

    Calls ring team members one after another:

    1. Rings first person for 15 seconds
    2. If no answer, rings second person
    3. Continues through list
    4. Goes to voicemail if nobody answers

    **Setup:**

    1. Go to Settings > Call routing
    2. Select Cascade
    3. Set order of team members
    4. Configure ring duration

    ### IVR routing

    **Route by department:**

    Use Interactive Menu to direct calls:

    * Press 1 for Sales (rings Sales team)
    * Press 2 for Support (rings Support team)
    * Press 3 for Billing (rings specific person)

    Each option can ring different team members.

    [Learn more about IVR](/en/call-features/call-management#ivr)

    ### Call transfer

    **Transfer between team members:**

    During active call:

    1. Tap transfer button
    2. Select team member
    3. Call transfers immediately

    Caller stays on line during transfer.

    [Learn more about call transfer](/en/call-features/call-management#call-transfer)
  </Tab>

  <Tab title="Permissions">
    ## Team permissions

    ### What team members can do

    **Full access to:**

    * Their own calls and history
    * Their personal number settings
    * Contact management
    * Integrations setup
    * Call routing for their number

    **Shared access to:**

    * Team directory
    * Shared contacts (if enabled)
    * Transfer to other team members
    * View team availability

    **Cannot access:**

    * Other members' call recordings
    * Billing and payment info
    * Team member management (admin only)
    * Other members' personal settings

    ### Admin vs. member roles

    **Admin (account owner):**

    * Add/remove team members
    * Manage billing
    * View all team activity
    * Configure team settings
    * Access all call recordings

    **Member:**

    * Manage own calls and settings
    * Cannot add other members
    * Cannot see billing
    * Cannot remove other members

    **Make someone admin:**\
    Contact support to transfer admin rights or add additional admins.

    ### Privacy settings

    **Call privacy:**

    * Team members can't access each other's recordings by default
    * Admin can access all recordings
    * Configure call monitoring settings for managers

    **Contact privacy:**

    * Each member has private contacts
    * Shared contacts can be enabled
    * Personal contacts remain private
  </Tab>

  <Tab title="Monitoring">
    ## Team monitoring (Business plan)

    ### Call monitoring

    **Available on desktop app:**

    * Review team member calls
    * Listen to recordings
    * Read transcripts
    * View AI summaries

    **Purpose:**

    * Quality assurance
    * Training and coaching
    * Compliance review
    * Performance evaluation

    **Not real-time:**\
    Current monitoring is post-call only. Real-time call monitoring coming soon.

    ### Team dashboard

    **Performance metrics:**

    * Total calls per team member
    * Call duration averages
    * Answer rate
    * Missed calls
    * Response time

    **Available on:**\
    Desktop app only (Mac/Windows)

    **Access:**\
    Go to Dashboard tab in desktop app

    ### Call analytics

    **View insights on:**

    * Busiest call times
    * Peak days
    * Call volume trends
    * Team performance comparison
    * Individual metrics

    **Export data:**\
    Use Google Sheets integration to export call logs for custom analysis.

    [Learn about Google Sheets integration](/en/integrations/google-spreadsheet)

    ### Coaching opportunities

    **Use recordings for:**

    * Training new team members
    * Sharing best practices
    * Identifying improvement areas
    * Creating playbooks
    * Recognizing good performance
  </Tab>
</Tabs>

***

## Remove team members

### How to remove

<Steps>
  <Step title="Open Allo app">
    Launch mobile or desktop app
  </Step>

  <Step title="Go to Settings">
    Navigate to Settings
  </Step>

  <Step title="Select Manage my team">
    Tap "Manage my team"
  </Step>

  <Step title="Choose team member">
    Select the person to remove
  </Step>

  <Step title="Delete">
    Tap trash can icon in top right corner
  </Step>

  <Step title="Confirm removal">
    Confirm you want to remove this team member
  </Step>
</Steps>

### What happens

**Immediate effects:**

* Member loses access to Allo
* Their number becomes available to reassign
* Their calls remain in history
* Billing adjusts on next cycle

**Data retention:**

* Call recordings preserved
* Transcripts remain accessible
* Contact data stays in system
* CRM integrations unaffected

**Billing:**

* Prorated credit for unused time
* Applied to next billing cycle
* No immediate refund

***

## Team limits

### No strict limits

**Team size:**\
Allo supports up to 999 team members per account.

For most businesses, practical limits are based on:

* Your budget (per-seat pricing)
* Call volume needs
* Management capacity

***

## Best practices

### Team organization

**Use clear naming:**

* Name numbers by function: "Sales Line", "Support Line"
* Label team members clearly
* Organize by department

**Configure routing:**

* Set up IVR for departments
* Use cascade for priority
* Enable simultaneous for urgency

**Regular reviews:**

* Check team performance weekly
* Review call quality monthly
* Update routing as needed
* Remove inactive members

### Communication

**Keep team informed:**

* Share call handling procedures
* Document routing rules
* Train on new features
* Establish escalation paths

***

## Troubleshooting

<AccordionGroup>
  <Accordion title="Can't add team member">
    **Check these items:**

    * You're on Business plan (not Starter)
    * You're the account admin
    * Email address is correct
    * Payment method is valid

    **Solution:** Verify plan and try again. Contact support if issues persist.
  </Accordion>

  <Accordion title="Invitation not received">
    **Common causes:**

    * Email went to spam
    * Wrong email address
    * Email delay

    **Solution:**

    * Check spam folder
    * Resend invitation
    * Try different email address
  </Accordion>

  <Accordion title="Team member can't access calls">
    **Verify permissions:**

    * They're logged into their own account
    * Number is assigned to them
    * Not trying to access other members' calls

    **Solution:** Each member only sees their own calls unless you're admin with monitoring enabled.
  </Accordion>

  <Accordion title="Calls not routing to team">
    **Check routing settings:**

    * Team members added to ring group
    * Call routing is enabled
    * Team members are online/available
    * IVR configured correctly if using

    **Test:** Call the number and see where it routes.
  </Accordion>

  <Accordion title="Can't remove team member">
    **Admin access required:** Only account admin can remove team members.

    **If you're admin:** Follow removal steps carefully. Contact support if trash icon doesn't appear.
  </Accordion>
</AccordionGroup>

***

## Need help?

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    Get team features with Business plan
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