Organizations, owner, admin and regular users

The email address used to sign up for a new Virtual Front Desk account is automatically assigned as the organization owner. Ownership can be transferred at any time from the Settings section.

By default, new users added to the account are assigned the regular user role, which provides limited access to features. To promote a regular user to admin, open the user's settings under User Management and select "Admin."

Owners, admins, and users can each belong to or own multiple organizations. To create a new organization, open Settings and select the General tab.

Click "Create new organization" and follow the steps to set it up.

Note: If you belong to multiple organizations, you'll receive notifications from all of them simultaneously, regardless of which organization you're currently logged into.