Overview
Your Textr Team workspace is where your team manages all customer communications. Configuring it correctly from the start ensures everyone has the right access, shares contacts efficiently, and captures call recordings when needed.
This guide covers three core setup areas: understanding roles and permissions, configuring shared contact lists, and setting up call recording preferences. For step-by-step instructions on inviting members, creating teams, or removing members, see the dedicated articles linked below.
Roles and Permissions
Textr Team has two roles:
| Role | Who Has It | Can Do | Cannot Do |
|---|---|---|---|
| Owner | The account creator (default) | Manage billing, invite/remove members, assign numbers, edit all settings, view all data, create and delete SMS templates | N/A |
| Team Member | Invited members (default) | Send/receive calls and texts, use assigned numbers, view own conversation history, create and use own SMS templates | Invite/remove members, change settings, manage billing, delete other members' templates |
Roles are fixed. You cannot change a Team Member to Owner or vice versa. You can only Edit Name and Delete. For detailed instructions on managing team members, see:
Contact List Sharing Settings
Textr Team provides a shared contact list that all team members can access. This is configured under Settings > Team Settings > Contacts List Properties.
When sharing is enabled:
- All contacts added by any member are visible to everyone in the team
- Contact details (name, phone, email, company, role, tags) are shared
- Comments added to contacts are visible to all members
- Tags created by any member are available to everyone
Learn how to add contacts and assign a tag.
Call Recording Preferences
Call recording helps with training, quality assurance, and dispute resolution. Configure recording settings under Settings > Team Settings > Call Recording.
Enable auto-recording:
Toggle Enable Auto Recording to automatically record calls. Then select which phone numbers should be recorded under Phone Numbers. You can enable recording for specific numbers or all numbers.
Share recordings with the team:
By default, only the person who made or received a call can see its recording. Toggle Share Recordings with Team to make all recordings visible to every member.
Where recordings are stored:
Recordings appear in the call history under # Numbers > Overview > Call History. They can be played back directly in the app.