> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ycloud.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Admin Guide

> Set up agents, Calling access, assignment rules, tags, and logs.

## Add team members

<Info>
  Skip this section if the team member has already joined your YCloud organization.
</Info>

### Step 1: Invite a team member

1. Go to **Settings > Users and teams > [Users](https://www.ycloud.com/console/#/app/globalSettings/general/usersAndTeams)**.
2. Click **Invite user**.
3. Enter the user's email address, assign a role and any required permissions, then click **Add**.
4. YCloud sends an activation email to the invited user.

<Frame caption="Open Settings > Users and teams, then select Invite user.">
  <img src="https://mintcdn.com/lchnan/4TSqTiiIpS59tkT7/product-assets/english-help-context-2026-09-25/users-invite-entry-annotated.svg?fit=max&auto=format&n=4TSqTiiIpS59tkT7&q=85&s=645d5f1e09dfbfa3cbab92939ab9b1b5" alt="Users and teams page with the Invite user button and a filtered member list." width="3024" height="1656" data-path="product-assets/english-help-context-2026-09-25/users-invite-entry-annotated.svg" />
</Frame>

<Frame caption="Enter the email address and select the role before sending the invitation. This example has not been submitted.">
  <img src="https://mintcdn.com/lchnan/4TSqTiiIpS59tkT7/product-assets/english-help-context-2026-09-25/users-invite-dialog-annotated.svg?fit=max&auto=format&n=4TSqTiiIpS59tkT7&q=85&s=ed37696e6ba02c345730946721837d4a" alt="Full Invite a new user dialog with a fictional email address and the Operator role." width="3024" height="1656" data-path="product-assets/english-help-context-2026-09-25/users-invite-dialog-annotated.svg" />
</Frame>

### Step 2: Activate the account

The invited user opens the activation email and clicks **Activate account**. They do not need to register a separate account on the YCloud website.

<Frame>
  <img src="https://mintcdn.com/lchnan/WD-ixrYVrqB7b7aQ/product-assets/4872cdf92f-image-739.webp?fit=max&auto=format&n=WD-ixrYVrqB7b7aQ&q=85&s=6bc05329164d3b82ce7d81b2b397b210" alt="YCloud account activation email" width="1600" height="900" data-path="product-assets/4872cdf92f-image-739.webp" />
</Frame>

## Configure Calling for a business number

Go to **WhatsApp accounts**, find the business number, click its settings icon, and open the **Calling** section.

<Frame caption="Open the business number settings and select Calling > Authority.">
  <img src="https://mintcdn.com/lchnan/4TSqTiiIpS59tkT7/product-assets/english-help-context-2026-09-25/calling-authority-annotated.svg?fit=max&auto=format&n=4TSqTiiIpS59tkT7&q=85&s=000605d556e9589ed3f847ebf64f9458" alt="WhatsApp Business Number settings with Calling > Authority selected and the existing Calling configuration." data-og-width="3024" width="3024" data-og-height="1656" height="1656" data-path="product-assets/english-help-context-2026-09-25/calling-authority-annotated.svg" data-optimize="true" data-opv="3" srcset="https://mintcdn.com/lchnan/4TSqTiiIpS59tkT7/product-assets/english-help-context-2026-09-25/calling-authority-annotated.svg?w=280&fit=max&auto=format&n=4TSqTiiIpS59tkT7&q=85&s=108474c94a4c86ca9395326fda4db701 280w, https://mintcdn.com/lchnan/4TSqTiiIpS59tkT7/product-assets/english-help-context-2026-09-25/calling-authority-annotated.svg?w=560&fit=max&auto=format&n=4TSqTiiIpS59tkT7&q=85&s=679159324dc737480702e0523fe14c09 560w, https://mintcdn.com/lchnan/4TSqTiiIpS59tkT7/product-assets/english-help-context-2026-09-25/calling-authority-annotated.svg?w=840&fit=max&auto=format&n=4TSqTiiIpS59tkT7&q=85&s=a26f90d870e9ab852543713c4edf986f 840w, https://mintcdn.com/lchnan/4TSqTiiIpS59tkT7/product-assets/english-help-context-2026-09-25/calling-authority-annotated.svg?w=1100&fit=max&auto=format&n=4TSqTiiIpS59tkT7&q=85&s=50e32cc56c5615323e7acbea861a92e1 1100w, https://mintcdn.com/lchnan/4TSqTiiIpS59tkT7/product-assets/english-help-context-2026-09-25/calling-authority-annotated.svg?w=1650&fit=max&auto=format&n=4TSqTiiIpS59tkT7&q=85&s=e2a4b4142236769aaff0a5c8602125d5 1650w, https://mintcdn.com/lchnan/4TSqTiiIpS59tkT7/product-assets/english-help-context-2026-09-25/calling-authority-annotated.svg?w=2500&fit=max&auto=format&n=4TSqTiiIpS59tkT7&q=85&s=dfb18e80ab61ea7a3893311d34f6d24d 2500w" />
</Frame>

### Authority

Open **Calling > Authority** to manage the Calling feature for the selected number.

* **Calling feature:** enables both inbound and outbound Calling for the number.
* **Inbound calling:** when enabled, customers can call the business number.
* **Call icon visibility:** shows the call icon in WhatsApp conversations and the business profile. If hidden, customers may still call from a message that contains a call button.
* **Outbound access:** select the agents who can place outbound calls with this business number in the YCloud console.

### Assignment

Open **Calling > Assignment** to add eligible agents or teams and configure how inbound calls are distributed.

You can enable **Prioritize assigning calls to the customer's Inbox assignee when available**. The Inbox assignee must also be included in the Calling agent list; otherwise, the call follows the default rule.

Choose one default assignment rule:

1. **Assign calls to the available online agents randomly.**
2. **Prioritize assigning calls to the available online agents with the lowest call volumes for the day.**

<Frame caption="Review eligible agents and teams, then choose the default assignment rule.">
  <img src="https://mintcdn.com/lchnan/4TSqTiiIpS59tkT7/product-assets/english-help-context-2026-09-25/calling-assignment-annotated.svg?fit=max&auto=format&n=4TSqTiiIpS59tkT7&q=85&s=38cc8db7b208318b4684b04c33f06d56" alt="Full Calling assignment page with one eligible agent, Inbox assignee priority, and default assignment rules." width="3024" height="1656" data-path="product-assets/english-help-context-2026-09-25/calling-assignment-annotated.svg" />
</Frame>

### Recording and transcription

Admins configure whether new calls on each business number are recorded, transcribed, or both. They also set the announcement language and purpose shown to call participants. See [Recording and Transcription](/en/documentation/calling/recording-and-transcription) for setup instructions.

### Calling tags

Supervisors can manage tags used to classify call records. Go to **Settings > Calling > Calling tags** to add, edit, search, or remove tags.

<Frame caption="Go to Settings > Calling > Calling tags to manage the tags used in call records.">
  <img src="https://mintcdn.com/lchnan/4TSqTiiIpS59tkT7/product-assets/english-help-context-2026-09-25/calling-tags-annotated.svg?fit=max&auto=format&n=4TSqTiiIpS59tkT7&q=85&s=5418f5e4adb2ac62698c411fc76c010b" alt="Calling tags in Settings with a saved Docs Demo - Follow-up tag." width="3024" height="1656" data-path="product-assets/english-help-context-2026-09-25/calling-tags-annotated.svg" />
</Frame>

### Calling logs

Open **Calling > Calling logs** to review historical calls. Use the filters to locate records and select a record to inspect its details.

<Frame caption="Use the filters to find calls. This demonstration search has no matching records.">
  <img src="https://mintcdn.com/lchnan/4TSqTiiIpS59tkT7/product-assets/english-help-context-2026-09-25/calling-log-filters-annotated.svg?fit=max&auto=format&n=4TSqTiiIpS59tkT7&q=85&s=9765f6080f8bbf431830d02a619e0fbb" alt="Full Calling logs page filtered by Docs Demo and Outbound with no matching records." width="3024" height="1656" data-path="product-assets/english-help-context-2026-09-25/calling-log-filters-annotated.svg" />
</Frame>


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