Enable Phones Pro for office employeesLast updated on 03/31/2022
To enable access to Phones Pro, assign seats to office employees in your Phones Pro settings and add them to a call center or department in Dialpad.
Things to know
You must have Dialpad administrator access to add employees to Phones Pro. Contact your account administrator for details.
Advanced seats can be added to both call centers and departments. Standard seats can only be added to departments.
To remove or downgrade seats, and for license or billing-related issues, reach out to ServiceTitan Support or email email@example.com. Do not contact Dialpad.
Assign Phones Pro seats to employees
Go to the navigation bar and click Settings .
In the side panel, go to Phones Pro > Account Setup.
Under Employee Seats, for the employee you want to assign a seat, select the account type you want to assign: Standard or Advanced.
Note: For more on account types, see Understand standard vs. advanced seats.
To grant Dialpad administrative access, in the Admin Access column, click Yes. Note: For more on Phones Pro administrators, see Set up Phones Pro.
When you’re finished, click Save.
Add employees to a department or call center
In the navigation bar, click your Profile icon and click Launch Phones Pro from the dropdown.
Your Dialpad profile opens in a new tab.
In the side menu, click Admin Settings.
In the side menu, click the department or call center you want to assign the employee to.
Note: Advanced seats can be added to both call centers and departments. Standard seats can only be added to departments.
For a department, click Assigned Operators & Phones. For a call center, click Agents & Admins. The section expands.
Click +Add people from your team and enter the employee’s name to search for it. In the search results, click their name to assign them to the call center or department.
Your changes are saved automatically.
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Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.