Manage team members

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.

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Three management areas

Your workspace has three separate areas for managing your team: Settings > Workspace > Team - Manage members
Settings > Workspace > Numbers - Manage phone lines
Settings > Workspace > Billing - Manage seats and subscription

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Team members

Access: Settings > Workspace > Team

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View your team

See at a glance:

• Total seats used (e.g., 16/18 seats used)
• All team members listed
• Member names and emails
• Admin roles labeled

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Invite new members

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What happens after invitation

For the invitee:

1. Receives email invitation
2. Downloads Allo app
3. Creates account using invitation email
4. Chooses phone number
5. Sets up profile

For your billing:

• New seat added automatically
• Billing updates next cycle
• Pro-rated for partial month

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Remove team members

What happens:

• Access to Allo stops immediately
• Cannot make/receive calls
• Cannot log in
• Numbers become available for reassignment
• Call history stays with team

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Phone numbers

Access: Settings > Workspace > Numbers

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View all numbers

Number list shows:

• Line name (e.g., “French Landline”)
• Phone number
• Country flag
• Who has access

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Manage line access

For each number, control:

• Which team members can use it
• Line name for organization
• Number settings and routing

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Number assignment strategies

Shared numbers:

• Assign main line to multiple people
• First to answer gets call
• Good for reception or support

Individual numbers:

• One number per person
• Direct lines for each team member
• Clear responsibility

Hybrid approach:

• Main line shared by all
• Direct lines for key people
• Most flexible setup

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Rename lines

Keep organized:

• “Sales Line”
• “Support Hotline”
• “John’s Direct”
• “French Landline”

How to rename:

1. Settings > Workspace > Numbers
2. Click on number
3. Edit line name
4. Save

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Billing and seats

Access: Settings > Workspace > Billing

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View subscription overview

Billing page shows: Company info:

• Company name
• Business email

Billing information:

• Current plan (e.g., “Allo Business”)
• Cost per year
• Next renewal date
• “Manage” button for subscription

Usage:

• Seats: XX/XX used with progress bar
• Records: Unlimited
• AI Credits: Unlimited

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Billing cycle

When adding members:

• Pro-rated for current month
• Full price next month
• No setup fees

Example:

• 15 days left in month
• Add new member
• Charged $22.50 now (half month)
• Full $45 next month

When removing members:

• Access stops immediately
• No refund for partial month
• Billing updates next cycle

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Team member roles

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Admin

Full access to:

• Team management (add/remove members)
• Number management (assign lines)
• Billing management (seats, payment)
• All team calls and recordings
• Analytics dashboard

Location in app:

• Shows “Admin” label next to name
• Settings > Team > View members

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Team members

Can access:

• Own calls and recordings
• Calls on assigned numbers
• Own personal settings
• Assigned phone numbers

Cannot access:

• Team management settings
• Billing information
• Other members’ private calls
• Numbers not assigned to them

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Troubleshooting

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