CallUltra
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DocumentationAPI Reference

Account

Manage teammates and roles

Invite teammates and choose a role that matches the work they need to do in CallUltra.

Reviewed

Role overview

RoleTypical access
ORG_ADMIN / ADMIN / OWNERFull organization access, including settings, billing, members, and phone numbers.
MANAGEROperate campaigns and calls, review analytics, manage integrations, and monitor live calls.
USER / MEMBERCreate and edit agents, place calls, operate campaigns, manage leads, and use knowledge files.
VIEWERRead-only access to agents, calls, recordings, campaigns, leads, integrations, analytics, and billing.

Invite a teammate

  1. 1
    Open team settings

    Go to the team or members area.

  2. 2
    Invite by email

    Enter the teammate's work email and select a role.

  3. 3
    Review access

    Confirm the teammate can access only the areas needed for their work.

  4. 4
    Update access when roles change

    Review membership when someone changes teams or leaves the organization.

Protect call data

Call recordings, transcripts, and contact details can contain sensitive information. Give access to people who need it and review permissions periodically.