ExoCall Help
Team & Permissions
Give your counsellors, sales team, or operations staff their own logins — each seeing only the pages you choose. No shared passwords, no exposed API keys.
Inviting a member
- 1
Open the Team page and fill the invite form
Enter the member's name and email, then tick the pages they should see. A telecaller might get only Call Logs and Callbacks; a manager might get everything.
- 2
They log in with email OTP
The member goes to app.exocall.io, enters their email, and receives a one-time code — no password setup. Their sidebar shows only the pages you granted.
- 3
Adjust or remove any time
Edit a member's pages or remove them from the Team page. Changes take effect immediately — their current session ends and the next login carries the new permissions.
What members can never see
Settings, Team, and Billing are owner-only, always. Settings holds your Exotel and Gemini API keys and WhatsApp credentials — no member permission can expose them.
Common questions
How do team members log in?›
With their email and a one-time password (OTP) sent to it — no passwords to create or share. Invite them with their work email on the Team page and they can log in immediately.
Which pages can I grant to a member?›
Dashboard, Analytics, Leads, Inbound, Outbound, Campaigns, Call Logs, and Callbacks — any combination. Settings, Team, and Billing can never be granted: they hold your API keys, member management, and payment details, and stay owner-only by design.
What happens when I change someone's permissions?›
The change applies immediately: their existing session is invalidated and they must log in again, receiving exactly the new page set. Removing a member cuts their access the same way.
How many team members can I add?›
It depends on your plan — Trial and Starter include 1 seat (just you), Growth includes 3, and Scale includes 10. See Plans & Billing for details.