> ## 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 Member

> Join your team on Allo

## Joining a team that uses Allo

Your team admin has invited you to Allo. Follow these steps to get set up and start taking calls.

<img src="https://mintcdn.com/themobilefirstcompany/9-1hTR5xdyaM-8Nu/images/Add-a-team-member-min.jpg?fit=max&auto=format&n=9-1hTR5xdyaM-8Nu&q=85&s=9895efc4c0716dad72102e24fccd7acb" alt="Add A Team Member Min Jp" width="1920" height="1080" data-path="images/Add-a-team-member-min.jpg" />

## Setup steps

<Steps>
  <Step title="Receive your invitation">
    Your team admin will send you an email invitation to join Allo.

    **Subject line:** "You're invited to join \[Company] on Allo"

    **Didn't receive it?**\
    Check spam folder or ask your admin to resend.
  </Step>

  <Step title="Download Allo">
    **On mobile:**

    * iPhone: [Download from App Store](https://withallo.com/download)
    * Android: [Download from Play Store](https://withallo.com/download)

    **On desktop:**

    * Mac: [Download](https://withallo.com/download)
    * Windows: [Download](https://withallo.com/download)
    * Web: [web.withallo.com](https://web.withallo.com)

    <Note>
      Desktop and web access require Business plan.
    </Note>
  </Step>

  <Step title="Join the team">
    **On mobile:**

    1. Open Allo app
    2. Tap "Join a team"
    3. Log in with the email address from the invitation

    **On desktop:**

    1. Go to [web.withallo.com](https://web.withallo.com)
    2. Log in with your invitation email address

    <Warning>
      Use the exact email address from your invitation. Using a different email creates a new separate account.
    </Warning>
  </Step>

  <Step title="Choose your number">
    Select a number from available options. This becomes your direct line.

    **Ask your admin:**\
    Which number you should choose based on team setup.
  </Step>

  <Step title="Grant permissions">
    Accept permissions when prompted:

    **Required:**

    * Microphone (to make calls)
    * Notifications (call alerts)

    **Optional:**

    * Contacts sync (recommended)

    You can change these later in phone settings.
  </Step>

  <Step title="Set up your integrations">
    Ask your admin to connect your company CRM if your team uses one:

    * HubSpot
    * Salesforce
    * Attio
    * Odoo
    * Others

    [View integration guides](/en/integrations/overview)
  </Step>

  <Step title="Configure your settings">
    Personalize your Allo experience:

    **Essential:**

    * Set your business hours
    * Customize voicemail message
    * Enable email summaries

    **Optional:**

    * Connect your personal number
    * Set up call forwarding
    * Configure notifications
  </Step>
</Steps>

***

## Using Allo as a team member

### Make and receive calls

**Your Allo number:**\
Use your assigned number for calls. Recipients see this number when you call.

**Shared team number:**\
If your team shares a number, you'll ring when calls come in. First to answer gets the call.

**All calls are:**

* Recorded automatically
* Transcribed to text
* Summarized by AI
* Synced to your CRM (if connected)

### Access call history

**View your calls:**

* Go to Inbox tab
* See all your calls
* Listen to recordings
* Read transcripts and summaries

**View team calls:**\
Depending on permissions set by admin, you may see other team members' calls for collaboration.

### Team features

**What you can do:**

* Transfer calls to team members
* Access shared contacts from CRM
* Collaborate on call notes
* View team availability
* Use shared IVR menu
* Route calls to colleagues

**Ask your admin about:**

* Your specific permissions
* Team call routing rules
* Shared number usage

***

## Personalize your setup

### Business hours

Set when you're available for calls.

**Setup:**

1. Settings > Business hours
2. Activate business hours
3. Set schedule for each day
4. Choose what happens when unavailable

**Options when unavailable:**

* Voicemail
* Forward to team member
* Send to main line

[Business hours guide](/en/features/business-hours)

### Voicemail greeting

Customize your voicemail message.

**Setup:**

1. Settings > Voicemail
2. Write your custom message
3. Choose voice type
4. Save and test

**Example message:**\
"Hi, you've reached \[Your Name] at \[Company]. I'm unable to take your call right now. Please leave a message and I'll get back to you soon."

[Voicemail customization](/en/features/voicemail)

### Email summaries

Get call summaries sent to your email.

**Setup:**

1. Settings > Profile
2. Add your work email
3. Summaries arrive after each call

**What's included:**

* Call recording link
* AI summary
* Transcript
* Caller information

### Notifications

Control how you're alerted about calls.

**Customize:**

1. Phone Settings > Allo > Notifications
2. Choose notification style
3. Set sounds and badges
4. Configure Do Not Disturb

***

## Common questions

<AccordionGroup>
  <Accordion title="Can I use Allo on multiple devices?">
    Yes. Log in on mobile, desktop, and web simultaneously. Your calls and settings sync across all devices.

    **Desktop access:**\
    Requires team to be on Business plan.
  </Accordion>

  <Accordion title="Will my calls be monitored?">
    Your admin can access your call recordings for training and quality purposes. This is standard for team accounts.

    **Ask your admin:**\
    About your team's call monitoring policy.
  </Accordion>

  <Accordion title="Can I have my own settings separate from the team?">
    Yes. You can set your own:

    * Business hours
    * Voicemail greeting
    * Email preferences
    * Personal number forwarding

    **Team settings:**\
    Some settings like CRM integration and routing are set by admin for everyone.
  </Accordion>

  <Accordion title="What if I leave the team?">
    If you leave the company:

    * Admin removes you from team
    * Your access stops immediately
    * Your call history is preserved for the team
    * Your personal settings are deleted

    **Your own calls:**\
    Contact admin if you need copies of recordings.
  </Accordion>

  <Accordion title="Can I create my own separate Allo account?">
    Yes, but use a different email address. Your team account email is tied to your team membership.

    **Use cases:**

    * Personal freelance work
    * Side business
    * Separate company
  </Accordion>
</AccordionGroup>

***

## Troubleshooting

<AccordionGroup>
  <Accordion title="Didn't receive invitation">
    **Check:**

    * Spam/junk folder
    * Promotions tab (Gmail)
    * Correct email address with admin

    **Solution:**\
    Ask admin to resend invitation
  </Accordion>

  <Accordion title="Can't log in with invitation email">
    **Verify:**

    * Using exact email from invitation
    * No typos in email address
    * Tapping "Join a team" not "Log in"

    **Solution:**\
    Contact admin or support for help
  </Accordion>

  <Accordion title="Don't see team features">
    **Check:**

    * You're logged into team account (not personal)
    * Admin has granted necessary permissions
    * Team is on correct plan (Business for some features)

    **Ask admin:**\
    About your role and permissions
  </Accordion>

  <Accordion title="CRM not syncing">
    **Verify:**

    * Integration is connected
    * You have CRM access
    * Contact exists in CRM
    * Internet connection during call

    **Solution:**\
    Ask admin to check integration settings
  </Accordion>

  <Accordion title="Calls not routing correctly">
    **Check:**

    * Your status is available (not busy)
    * Business hours are correct
    * Routing rules set by admin

    **Ask admin:**\
    How calls should route to you
  </Accordion>
</AccordionGroup>

***

## Need help?

<CardGroup cols={2}>
  <Card title="Ask your admin" icon="https://mintcdn.com/themobilefirstcompany/RgYoir1kmfhXIZ06/media/allo-icons/Teams.svg?fit=max&auto=format&n=RgYoir1kmfhXIZ06&q=85&s=724b6e6c55d76354d76f2918bf69d507" width="24" height="24" data-path="media/allo-icons/Teams.svg">
    Your team admin is your first resource for questions about team setup and usage
  </Card>

  <Card title="FAQ" icon="https://mintcdn.com/themobilefirstcompany/yN5XCm7zDDPr0-yn/media/allo-icons/circle-question.svg?fit=max&auto=format&n=yN5XCm7zDDPr0-yn&q=85&s=18c45be44c44d69e820f310e4a503dc4" href="/en/support/faq" width="24" height="24" data-path="media/allo-icons/circle-question.svg">
    Quick answers to common questions
  </Card>

  <Card title="Contact support" icon="https://mintcdn.com/themobilefirstcompany/yN5XCm7zDDPr0-yn/media/allo-icons/chat-bubble.svg?fit=max&auto=format&n=yN5XCm7zDDPr0-yn&q=85&s=d1817ba8f8b3a0d440cf67199eb899cd" href="/en/support/contact" width="24" height="24" data-path="media/allo-icons/chat-bubble.svg">
    Get help from Allo support team
  </Card>
</CardGroup>