In the Custom Caller ID Settings, the Admin or Manager (with admin rights) can grant access to their team members (Sales Reps) to add or purchase Custom Caller IDs on their own from Twilio.
Below you can find how to grant access to the Sales Rep to add Custom Caller IDs:
- In the Caller IDs tab » Custom Caller IDs sub-tab/section, click the Settings button.
- After the Permit users to purchase caller id(s) window pops up, select the checkbox under the Action column for the users (Sales Reps) you wish to offer permission to add Custom Caller Ids.
- Click Save. An alert message 'Custom caller id settings updated successfully!' will be displayed.
- A new button Add New will be enabled for the selected users in their Caller IDs tab » Custom Caller IDs sub-tab to add or purchase Custom Caller IDs from Twilio.
By default, the Custom Caller IDs that are added or purchased and assigned to the users by the Admin or Manager will be listed in this tab. The user can add their phone numbers or purchase Caller IDs from Twilio by clicking the + Add New button. Refer to the article Add Custom Caller IDs for detailed information.
Please contact Koncert Support for any questions at support@koncert.com or 603-952-2505.
NOTE: The information provided here is for informational purposes only and should not be considered as a legal advice. Please consult your legal counsel regarding compliance with relevant laws.