Overview

This training introduces the administrative tools used to manage your Lightspeed Voice account. Complete it with the people authorized to manage users, permissions, and system settings.

Open Account Settings

Sign in with appropriate permissions and open Management > Account Settings. Available areas include Users, Roles and Permissions, Groups, Agency Numbers, Agency Settings, Audit Log, Uploads, and User Statuses.

Users and Extensions

Use the Users area to review who has access to the system and their assigned extensions. Confirm the people and extensions your office needs. See user setup and access guidance.

Roles and Permissions

Roles determine which features users can access. Review access to voicemail visibility, Listen, Whisper, and other tools appropriate to each role. See Roles and Permissions for the existing call transcription permission procedure.

Groups and Call Routing

Review how your office uses groups, ring groups, and queues. Ring groups and queues distribute inbound calls across multiple users and help maintain coverage. See Ring Groups and Queues for the overview.

Office Hours and Greetings

Review the Scheduler for office hours and temporary closures, and System Recordings for greetings and prompts. These resources supplement the account administration overview.

Practice with Your Trainer

Locate the users and extensions, review the permissions for your administrative contacts, and explain how incoming calls reach your team. Record configuration changes that need follow-up before making them.

Need More Help?

Email help@lightspeedvoice.com or call 941-564-3010.