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Add a new sales rep

Invite a sales rep to Skipcall, assign a license, give them access to the right workspaces and assign a phone number: the full walkthrough.

Updated on October 27, 2026

To get a new rep up and running, an admin invites them, assigns a license, gives them access to one or more workspaces, then assigns them a phone number. It all happens in the profile menu (your name, bottom left) > Settings.

1. Invite the rep

  1. Go to Settings > Members.
  2. Click Invite.
  3. Enter their Email.
  4. Pick a Role: Admin, Member or Manager (Member is selected by default).
  5. Click Invite.

2. Assign a license

  1. In the Settings > Members table, find their row.
  2. In the License column, pick an available license. Its label shows the plan and the remaining quotas, for example “STARTER · 400 calls · 200 SMS left”.

The badge above the table shows how many licenses are in use out of the total (for example “STARTER 2/4”). If none are left, buy one in Settings > Licenses. See Members, roles and licenses.

3. Give access to workspaces

  1. On the same row, open the Workspace column.
  2. Check one or more workspaces (you can search or use Select all).
  3. Click Close.

4. Assign a phone number

  1. Go to Settings > Assigned numbers.
  2. For an available number, pick the Workspace.
  3. Pick the rep under Assigned to.

You can do the same from the workspace: Configuration > Phone Numbers > Assign to a member.

5. Check that everything is in place

  • In Settings > Members, a member with a license appears in the ACTIVE group with the Active status.
  • On the workspace side, they show up in Configuration > Members.

The rep can now set up their microphone and start their first session: see Your first call session.

FAQ

My rep shows as “Deactivated”

In Settings > Members, every member without a license shows as Deactivated. Assign them an available license in the License column. The ⋮ menu on their row also offers Reactivate account. If the account stays deactivated, contact the Skipcall team through the chat.

They have a different role or status in the workspace

That can happen: Configuration > Members shows the role and status for that specific workspace, which can differ from the organization level. For licenses and account activation, go by Settings > Members.

I can’t find them under “Add a member” in the workspace

They first need to be invited to the organization (Settings > Members > Invite). If they’re already in the workspace, they normally won’t appear in that list.

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In the same topic

How Skipcall works: organization, workspaces, members Organization, workspaces, members, licenses and phone numbers: the core Skipcall concepts and where to manage each one in the app. Finding your way around the Skipcall app Left menu, profile menu, banners and notifications: what each part of the Skipcall app does, and how to switch the app language. Set up and run your first call session Test your microphone, import contacts, create a sequence, adjust the call settings and start the dialer: your first Skipcall call session.