Add a team to your organization

This guide will walk you through the steps for adding members to your organization on the Phonely Platform, assigning roles, managing billing options, and other essential organizational features. Whether you’re inviting new team members or adjusting account roles, this article covers everything you need to know.

Step 1: Navigate to the Settings Menu

1. Login to your Phonely Platform account.

2. On the left-hand side of your dashboard, look for the Settings option.

3. Click on Settings to reveal multiple tabs, including Profile, Organization, Plan, and Billing.

Step 2: Access the Organization Tab

1. Once in Settings, click on the Organization tab.

2. Under this tab, you will find a section labeled Organization Members.

Step 3: Invite Members to Your Organization

1. In the Organization Members section, locate the option to add a new member.

2. Enter the email address of the person you’d like to invite.

3. Select a role for the new member, such as Admin, Member, or Viewer, depending on their permissions within the platform.

4. Click Send Invite. The invited member will receive an email with a link to join your organization on the Phonely Platform.

Example: To invite “Will” with the email will@example.com enter the email and select their role before sending the invite. Will will receive a link to join the platform shortly.

Step 4: Additional Organization Features

Once you’ve added members, there are several other options to manage your organization more effectively:

• Share Agents: Share agents across different teams or projects within your organization.

• Change Billing Information: Update billing details to ensure the correct plan and payment method are associated with your account.

• Transfer Agents: If you manage multiple organizations, you can transfer agents between them. Search for the agent you want to move, and select the destination organization.

Step 5: Managing Billing and Accounts

1. In the Billing section, you can view and adjust the billing account associated with each plan. For example, if you have both an Enterprise Plan and a Free Plan, select the correct billing account for each.

2. Billing at the Organization Level: Billing is set at the organization level rather than the individual agent level, so all usage costs are combined under the selected billing account.

3. Agent Usage Breakdown: View and download a detailed breakdown of each agent’s usage within the organization to understand costs by agent.

Example: In a demo organization, you might have multiple agents with different usage levels. You can download a report showing each agent’s billing for complete transparency.

FAQs

Q1: Can I change the role of an existing member?

Yes, navigate to Organization Members and select the member whose role you want to change. Update their role and save the changes.

Q2: How do I know if the invite has been sent successfully?

Once you click Send Invite, the invited member will receive an email link. You can check the status of invites in the Organization Members section.

Q3: How does billing work for multiple plans?

Each organization has a billing account, and if you have multiple plans (e.g., Enterprise and Free), you can select which plan to associate with each billing account. All agents under the organization are billed to that account.

Need Further Assistance?

If you have any additional questions or run into issues, please visit our  Help Center  or contact our support team at support@phonely.ai. We’re here to help you make the most out of your Phonely Platform experience!