DeepCall Pilot Settings Page Guide

The Settings page allows you to manage your user account and your team during the pilot. It is divided into two sections: Your Profile and User Management.

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👤 Your Profile

This section allows you to update your personal account settings.

Features

• Change Full Name
  You can update the display name associated with your account.

• Change Password
  You can change your account password directly from this page.

Note: Your user role (Admin or Viewer) is not displayed in this section.

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👥 User Management

This section is visible only to Admin users and allows team management during the pilot.

Features

• Invite by Email
  Admins can invite team members to join by entering their email address. If the user already exists but is not assigned to a company, they will be reactivated. If they belong to a different company, the invite is rejected.

• View Role & Status
  See a list of all users in your company along with their role (Admin or Viewer).

• Kick User
  Admins can remove users from the company. This revokes their access, but keeps their account in case you want to re-invite them later.

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🔐 Roles & Permissions

There are two roles in the DeepCall pilot:

• Admin
  • Can invite or remove users
  • Has full access to all dashboard features
  • Can access the User Management section
• Viewer
  • Can view all data and reports
  • Cannot manage users

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⚠️ Limitations

• Invites are currently email-only and cannot be customized.
• Users removed from a company must be re-invited manually.

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Support

If you encounter issues or need help managing your team, contact your DeepCall support rep.

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Return to the Calls Page Guide or Dashboard Overview.