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Category: Getting Started → Team & Security

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Step 1: Add a New User

Go to Settings → Team & Security → People, then click Add User.
  • Email – login email
  • Name – full user name
  • Profile Name – how this user appears in the CRM
  • Password – initial login password
  • Team – assign or create a squad
  • Role – agent, admin, etc.
  • Optionally enable 2FA for security
Click Next Step to continue.

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Step 2: Configure Payout Settings

On the payout configuration screen:
  • Fixed Amount – If you pay the user a base salary or monthly fee, enter it here. Otherwise, leave it 0.
  • Percentage from Gross – Enter commission percent (e.g. 20%).
  • Custom Ranged Percent – If you use tiered payout logic:
Example: up to 2,000→202,000 → 20% 2,001–3,000→22.5above3,000 → 22.5% above 3,000 → 25%
You can add custom ranges as needed. Click Next Step when finished.

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Step 3: Add User Contact Instruments

This step defines what tools the agent will use for calls, SMS, email, and WhatsApp.
  • Click Add User Contact
  • Select the channel type (Call, SMS, Email, WhatsApp)
  • Enter the contact detail (phone number or email)
  • Choose the provider (e.g., Twilio or RingCentral)
  • Tick Is Default to mark the main communication line
  • Click Save
If you’re using the same number for both Call and SMS, add it twice, once with each channel type.
If the contact is from RingCentral, you must click Register — this opens a popup to authorize the number on the RingCentral side.

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Step 4: Set Up Lead Distribution

Once contacts are set, you’ll be taken to the Lead Distribution screen. You’ll see a week table (Mon–Sun) Set how many leads per day this agent should receive
Example: 10 leads Mon–Fri, 5 on weekends
Advanced Distribution Filters (Optional)
If you work with multiple lead sources and want to restrict who gets what:
  • Click Filter by Lead Provider
  • Select the specific Lead Source (e.g. Lead Provider #1)
  • For agents you want to exclude, set lead amount to 0
  • For agents who should receive these leads, set their quota
This ensures only the right people get leads from specific providers.

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Final Step: Share Login & Register Number

Once everything is set:
  • Click Save
  • Share login credentials with your agent
  • The agent should go to Profile → User Contacts and click Register on their RingCentral number if used — this activates the number inside BeRocker.