Account
Account & security
Your personal and company details, sign-in security, and the teammates who share your organization.
Profile
Open Profile from the account menu at the bottom of the sidebar. The Profile tab holds your full name, email address, and timezone. Your timezone matters — it's used when interpreting call schedules and reporting, and for the time your task reminders arrive, so set it correctly.
Under Task reminders, choose whether to get one morning digest (about 8:00 in your timezone) of your overdue and due-today tasks by email, push notification, or both. Tasks assigned to nobody go to whoever created them, and nothing is sent on days you have none. The digest is only sent once JagCall has switched reminders on for the platform; the page tells you if that has not happened yet.
Company
The Company tab holds your company logo, industry, role, team size, and how you heard about JagCall, plus your billing country and state or province. The billing location is used to calculate the taxes on purchases and subscriptions. You choose it when you sign up; once set, it is locked and only JagCall support can change it.
Security
- Change password — enter your current password, then a new one, on the Security tab.
- Two-factor authentication (2FA) — adds a second step at login. During setup you'll get recovery codes; each works once and is shown only then, so store them somewhere safe. You can regenerate a fresh set with your authenticator code, which invalidates the old ones.
Two-factor authentication is required
Team & roles
The account owner manages the team from Members (in the Settings view), or with the invite button next to Members in the Call Center sidebar. The invite opens in three steps: People (add one or more emails, or paste a list, and choose each person's role), Phone numbers (choose which numbers each member can use, and buy new numbers if someone needs their own line), and Review & pay, where you see the new seats and numbers and confirm once. The invite checks every email as you type. People who already use JagCall are added straight away and sent a notification email. Everyone else gets an email invite: they create their account from its link (no plan or card needed) and land in your workspace. The owner can change roles or remove members at any time.
Pending invites
Email invites are valid for 7 days and appear under Pending invites on the Members page until they are accepted. Each one holds a paid seat from the moment it is sent. Resend emails a fresh link with another 7 days (the old link stops working); Cancel withdraws the invite and credits its seat. An invite that expires credits its seat automatically, so resending an expired invite charges the seat again — you confirm that first.
Each member is a billed user
| Role | Access |
|---|---|
| Owner | Everything an admin can do, and the only role that can add members, change roles, set number access, or remove people. |
| Admin | Works across the whole workspace — agents, numbers, and integrations — but cannot manage members. Never limited to specific numbers. |
| Member | Everyday access to calls, texts, contacts, and tasks — optionally limited to specific phone numbers. Cannot set up payment or CRM integrations. |
Limit a member to specific numbers
On the invite's Phone numbers step, switch a member from All numbers to Specific numbers and pick the numbers they should use — including any new number you are buying in the same invite. They will only see and use calling, messaging, and history for those numbers — including which calls ring them. To change it later, click the phone icon on their row in Members, adjust the ticks, and choose Save access.
Restricted but no numbers ticked
Number access applies to members only: owners and admins always see every number.
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