Each person using CircleLoop needs to have their own user account.  Account administrators can add users in any of the apps.  Users will all get their own phone number and can also be added to shared numbers.

If you would prefer to watch a video walk-through instead, please click here.

Desktop Apps (Mac and Windows)

  • Click Settings under your name in the top-right of the app
  • Within the settings page, under the Administrator section, click Users
  • Click the Add User button
  • Add the user's details (name, email)
  • Flick the Set as Admin switch if you'd like them to be able to manage users and numbers in your account
  • In the Assign User section, you can decide whether that user needs to be a member of any existing Team number or Menu
  • Finally, click the Add user button
  • Please note that each individual user is entitled to one phone number in their subscription price. If you would like to add a phone number for your new user you can do that now in to the Numbers section

Mobile Apps (iPhone and Android)

  • Click Settings under your name in the top-right of the app
  • Within the settings page, under the Admin section, click Users
  • Click the + icon in the top-right of the screen
  • Add the user's details (name, email)
  • Flick the Set as Admin switch if you'd like them to be able to manage users and numbers in your account
  • In the Numbers section, decide which type of number they're going to have (each user gets one number included in their monthly fee)
  • Once you select the number options then you'll be able to choose a number for the user
  • Once you've chosen a number from the list then click the Reserve your number button
  • You can change the selected number by clicking on the number displayed in the list
  • If you've got any shared numbers then check the box next to those the user needs access to
  • Finally, click the Add User button
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