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Settings → Team and security is where you run your team.
Team and security with the People, Teams, Two-step verification, Sign-in history and User contacts tabs
Five tabs: People, Teams, Two-step verification, Sign-in history and User contacts. Each one is shown only to roles with the matching permission.

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People

One row per user with the columns Member (name, email and a Deactivated / Blocked chip when they are not active), Role, Team, Ready to work, Receives leads, Last active, Added and an Edit button. Ready to work says what, if anything, stops the person from working, in the order you would fix it: Deactivated, Blocked, No phone number, No call number, No SMS number, Leads off, Not signed in yet or Ready. Hover it for the fix. The Receives leads switch turns lead assignment on or off for that person without deactivating their account — use it when someone is on holiday. It can only be switched on for someone who already has a lead distribution rule. Search by name or email, or filter by Any status and Any role. Add user opens the creation flow.

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Adding a user

Add user opens the Add a user page. Nothing is saved until you press Create user on the last step. The steps depend on the role: a Broker or Dispatcher gets three — Account, Phone and SMS, Leads and pay — and every other role gets two — Account and Pay. Continue moves forward, Back goes back, and a summary panel on the right counts what is still missing before the person can sign in or take leads.
1

Account

Who they are and what they can do in BeRocker.
  • Full name.
  • Work email — their login.
  • Role — Admin, Manager, Team lead, Broker or Dispatcher (see below).
  • Team — pick one.
  • Display name — the name customers see on messages.
  • Password — at least 8 characters (when editing: New password, blank keeps the current one).
  • Require two-step verification when they sign in.
2

Phone and SMS

Brokers and dispatchers only. Brokers need a call and SMS number to work leads — for a broker the numbers are required; for a dispatcher you can add them later.
  • Calls — Provider and Phone number.
  • Texts (SMS) — tick Same number as calls, or give a separate provider and number.
  • Add WhatsApp or email adds another channel row (Channel WhatsApp or Email, Provider, and the number or email).
A RingCentral number still has to be registered by the agent from their own Profile page before it works.
3

Leads and pay (or Pay)

For brokers and dispatchers, Lead distribution first: the Receives new leads switch, then Leads per day and Working hours timezone. A user who already has a custom schedule is changed in Lead distribution instead.Then Set pay and commission — optional, used for salary and commission reports:
  • Fixed salary ($) — leave it at 0 if they are commission-only.
  • Shareholding fee (%).
  • Commission tiers — From ()∗∗/∗∗To()** / **To () / Commission (%) rows; Add a tier for each range of revenue.
For example: up to $2,000 → 20%, $2,001–$3,000 → 22.5%, above $3,000 → 25%.
4

Create user

The last step’s button reads Create user (or Save changes when editing). If the account was created but a later part failed, the page says so and offers Save the rest.
Then send the agent their login and ask them to open Settings → Profile and register their number.

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Roles

Roles carry a set of permissions, and permissions are what actually hide or show menu items and buttons. If someone cannot see a screen, that is why. Roles are not edited in the app — ask support if you need a different one.

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Teams

Group people into teams to organize leads, reports and lead distribution.
Every user belongs to a team. Create a team opens a dialog with Team name and a Members list (search users and tick them); finish with Create team. Each row shows the team and its member count, and Edit reopens the same dialog (Save changes). Teams are what the Dashboard’s team filter and per-team reporting run on.

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Two-step verification

Under Two-step authentication, one switch: Require two-step authentication for your team — this will require any team member without two-step authentication to enable it the next time they sign in.
Turning this on affects everyone who signs in afterwards. Tell your team before you flip it, or you will spend the morning on the phone.

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Sign-in history

Sign-in sessions across the whole organization — Id, Member, Team, Role, Device, Last activity and IP — with Search by name or email and a User Role filter. Check it after any suspicion of a shared or leaked password. Individual users see their own sessions on their Profile page.

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User contacts

Every contact channel for every user in one table (the same Channel / Provider / Contact / Default / Status columns as the Profile page, filterable by Contact, Channel, Provider, Status and Default), so you can see at a glance who has no default SMS number and therefore cannot text anyone. You can edit or delete entries here too.
This is the fastest way to diagnose “my agent’s messages are not sending”. Nine times out of ten there is no default contact for the channel.

Lead distribution

Who gets which leads, and how many.

Profile

What each agent sets up themselves.

Billing

Seats are billed per user.

Reports

User charges per agent.