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Rev Ops
Rev Ops
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Managing your team on Onoff Business is simple. Here’s everything you need to know about adding, updating, or removing users and their phone numbers.

What is a user?

A user is a member of your organization who can access the Onoff Business platform.

  • Users log in with their own credentials.
  • They can manage calls, messages, voicemail, and settings based on their role and assigned numbers.
  • A user can be assigned one or multiple Onoff phone numbers.
Screenshot 1

Adding a User

  1. Log in to the Administration interface.
  2. Go to Manage Team then Members
  3. Select Create member on the right 

    Screenshot 2
  4. Enter the user’s details: First name, Last name, Email, Role, and Department (if it exists; if not, create the department first see Create a department if you need help). 

    Screenshot 3
  5. Select the user’s role (Admin, or User and soon you will be able to select Team Lead). 

    Screenshot 4
  6. Confirm. 
     

Once added, the user automatically receives an email with a temporary password to log in immediately.

For more details : Onboarding your Team and first set up.

Deleting a User

  1. Go to Manage Team then Members
     
  2. Select the user you want to remove. 

    Screenshot 5

     / 

    Screenshot 6


     

  3. Click on 3 dots on the right and select “Delete employee” 

    Screenshot 7
  4. Confirm the deletion 

    Screenshot 8


     

Note: Deleting a user frees up the license, which can be reassigned to another employee with another number.

Important:

  • Adding or deleting users is free.
     
  • Billing is based only on the number of licenses available (assigned or not) in your account.

Changing a User’s Email Address

  1. Go to Manage Team then Members.
  2. Select the user and open User Details

    Screenshot 5

     / 

    Screenshot 6

     

    Screenshot 9
  3. Hit “Edit” 

    Screenshot 10

     

  4. Update the email address and save.

The change takes effect immediately.

Adding a Phone Number to a User

  1. Go to Manage Team then Members.
     
  2. Select the user 

    Screenshot 5

     / 

    Screenshot 6


     

  3. Open the Numbers tab and click Add

    Screenshot 11


     

  4. Choose an available number from your number pool and confirm 

    Screenshot 12

Note : You can also assign a number from the Licenses page (Manage product > licence > assign licence) : If no license is available, you will need to purchase one first (Manage product > licence > purchase licences).
 

The number becomes active for the user instantly once a license is assigned.

Deleting a Phone Number from a User

  1. Go to Manage Team then Members and select the user 

    Screenshot 5

     / 

    Screenshot 6


     

  2. Open their list of assigned numbers (Numbers tab).
     
  3. Click on 3 dots on the right next to the number and hit “Delete number” 

    Screenshot 13


     

  4. Confirm the deletion.

Note: Deleting a number frees up the license, which can be reassigned to a new number.

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