FieldPulse users can be assigned to one phone line, regardless of their role. When assigned to a phone line, the user automatically assumes the role of phone line manager.
FieldPulse users can manage multiple phone lines, regardless of their role. Users are allowed to transfer calls to phone lines they DO NOT manage.
Company Role | Desired Actions | Engage Role |
Service Agent |
| This user should be assigned to one phone line, they will default to being phone line manager as well.
(Note: If you have multiple users assigned to this specific line, all assignees/managers will have the ability to view each other's activity on this line.) |
Senior Service Agent / Team Manager |
| This user should be assigned to one phone line or none. If assigned to one phone line they will default to being phone line manager as well.
This user should be designated as a manager for multiple specified lines. |
Team Manager / Admin / Owner |
| Assign this user to one phone line or none. If assigned to one phone line the user will default to line manager too.
Designate this user as a manager for all lines. |
Have additional questions?
Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.