How to assign Insightly Voice licenses

Once you've purchased Insightly Voice licenses, administrators will need to choose which users will receive them. If a user is not given a license, they will not be able to access the dialer.

To assign a license:

  1. Go to System Settings > User List.
    Voice_license_1.png
  2. Select a user from the list.
    Voice_license_2.png
  3. Click Edit User.
    Voice_license_6.png
  4. Under Product User Licenses, you will see the licenses available on your account. Check the box next to CRM Voice.
    Voice_license_4.png
  5. Click Save User Details.
    Voice_license_5.png
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