Users & Permissions

Give everyone the access they need. Nothing more.

Add your team as users or admins, then choose exactly who can use each phone number, read and send texts, check each voicemail box, and hear call recordings. Every plan includes users, with no minimums.

Why switch

Stop sharing one login with the whole team.

The old way

One shared login

  • Phone numbersEveryone sees every line and every call
  • Text messagesAnyone can text customers from any number
  • VoicemailPrivate messages land in a box the whole office can open
  • Settings & billingOne wrong click changes routing for everyone
  • Someone leavesChange the password and tell the rest of the team
The result: no privacy and no control.
Talkroute

Talkroute users & permissions

  • Phone numbersEach person sees only the numbers you give them
  • Text messagesChoose who can send, who can only read, and who can’t see them
  • VoicemailGive each person access to just their own mailbox
  • Settings & billingOnly admins can change settings or billing
  • Someone leavesRemove their user. Everyone else keeps working
The result: the right access for every person.

Users & Permissions is included with every Talkroute plan.

At a glance

Simple roles. Precise access.

2roles

Users and admins

Admins manage settings and billing. Users get to work

3access levels

Full, view, or none

Full Access, View Only, or Disabled, set one by one

4permission areas

Numbers to recordings

Phone numbers, text messaging, voicemail, and call recording

0user minimums

Users on every plan

Every plan includes users, and you can add more any time

How it works

Add your team. Decide who sees what.

Add users

Bring your team on in seconds.

Enter a name, an email, and a role. Talkroute sends a welcome email so your new team member can set their password and sign in to the desktop, web, and mobile apps. Each new user gets their own transfer code automatically, so calls can be transferred to them right away.

  • Just a name, email, and role to get started
  • Welcome email with password setup
  • A transfer code for every user, created automatically
  • Search, edit, or remove users any time

Roles

Users do the work. Admins run the system.

Account Users make and take calls, text, check voicemail, and listen to recordings for the numbers and mailboxes they’re given. Account Admins can do all of that, plus manage users, phone numbers, menus, extensions, hours, greetings, AI Receptionist, and billing.

  • Account User or Account Admin for each person
  • Admin settings and billing stay with admins
  • Users still manage their own caller ID, notifications, and contacts
  • Change a role any time

Permissions

Full Access, View Only, or Disabled.

Open any user’s permissions and set an access level for each phone number, text messaging number, voicemail box, and call recording number. View Only lets someone keep an eye on a number’s texts without sending. Full Access lets them send texts and record calls. Disabled hides it completely, including that number’s calls in their call history.

  • Set access for each phone number
  • Read-only or full texting for each number
  • Access to each voicemail box
  • Call recordings, number by number

Everywhere they work

Permissions follow your team to every app.

The access you set applies in the desktop, web, and mobile apps, so the right people see the right numbers wherever they sign in. Built-in safeguards keep your account safe: your account always keeps an admin, and new phone numbers start as View Only for users until you give them more.

  • Same permissions on desktop, web, iPhone, and Android
  • New numbers: Full Access for admins, View Only for users
  • Your account always keeps at least one admin
  • Remove someone in a click when they leave

Use cases

Access that matches how your team works.

Sales and support lines

Your sales team sees the sales line and your support team sees the support line, each with its own calls and texts.

Sales line: Full Access for sales, Disabled for support.

Managers who keep watch

Give a manager View Only on every number’s texts so they can follow conversations without replying.

Texts: View Only on all lines.

Private voicemail

Give each team member their own mailbox and keep everyone else out of it.

Megan’s mailbox: Megan only.

Recordings for coaching

Team leads can review call recordings for training while the rest of the team doesn’t see them.

Call recording: Full Access for team leads.

An office manager who runs things

Make your office manager an admin to handle numbers, menus, hours, and billing without your login.

Role: Account Admin.

Seasonal and part-time staff

Add a user for the busy season with access to just the main line, then remove them when it’s over.

Main line only, removed in one click later.

Works with your phone system

One set of permissions, every feature

The access you set carries through your whole Talkroute phone system.

Text messaging

Choose who can send, who can read only, and who can’t see each number’s texts.

Text messaging →

Voicemail

Give each person access to the mailboxes they need, and only those.

Voicemail →

Call recording

Decide who can record calls and listen back, number by number.

Call recording →

Live call transfer

Every user gets a transfer code, so calls can reach them on desktop and mobile.

Live call transfer →

Extensions

Give each team member an extension so callers can reach them directly (Pro and higher).

Extensions →

Caller ID

Users choose which of your business numbers to show when they call.

Caller ID →

Want to see how your team is doing? See reporting →

Get started with Talkroute in minutes.

Manage users and permissions from the Talkroute web or desktop app.

1
Choose a number
Pick a new local or toll-free number, or transfer the one you already have.
2
Add your team
Add each person as an Account User or Account Admin.
3
Set permissions
Choose access to each number, texting line, mailbox, and recording.
4
Get to work
Your team signs in on desktop, web, or mobile and sees just what they need.

Users & Permissions is included with every plan. 100% free to try. No contracts.

FAQ

Users & Permissions FAQ

What are users and permissions?

Users are the people on your team who sign in to Talkroute. Permissions control what each of them can access, such as which phone numbers, text messages, voicemail boxes, and call recordings they can see and use.

How many users can I add?

Every Talkroute plan includes users, with no minimums, and you can add more any time. See pricing for the users included with each plan.

What’s the difference between an Account User and an Account Admin?

Account Users can make and take calls, text, check voicemail, and listen to recordings for the numbers and mailboxes they have access to. Account Admins can do the same, and they can also manage users and permissions, phone numbers, menus, extensions, hours of operation, greetings, AI Receptionist, and billing.

What do Full Access, View Only, and Disabled mean?

They’re the three access levels you can give a user for each number or mailbox. Full Access lets them use it fully, like sending texts or recording calls. View Only lets them see it without taking action, like reading texts without replying. Disabled hides it from them.

Can I control which users see each phone number’s calls?

Yes. Set each user’s access to each of your Talkroute numbers. If a number is disabled for a user, its calls don’t appear in their call history.

Can I limit text messaging to certain users?

Yes. For each number with text messaging, choose who has Full Access to send and receive, who has View Only to read, and who can’t see its messages at all.

Can users only access their own voicemail?

Yes. Set access for each voicemail box, so each person can check their own mailbox and nobody else’s.

Who can listen to call recordings?

You decide, number by number. Give Full Access to the people who should record and review calls, and disable recordings for everyone else.

What access do users get to a new phone number?

When you add a number, admins get Full Access and users start with View Only. Change it for each person whenever you like.

Do permissions apply in the mobile apps?

Yes. Permissions apply in the desktop, web, iPhone, and Android apps. You manage users and permissions from the web or desktop app.

Which plans include users and permissions?

Users & Permissions is included with every Talkroute plan. See pricing for details.

The right access for every person on your team.

Users and admins, per-number permissions, private voicemail, and controlled texting on every plan. Try Talkroute free for 7 days.

Questions? Give us a call at 800.747.2140.

Paul HoweyUsers & Permissions