Getting Started with Team Sharing

Team Sharing is a free Index feature for iOS and Android subscribers that allows a team to share the responsibility of a single number. With Team Sharing, you & your team have access to Index's business tools and Index Web so your team can manage business communication with efficiency. 

1. Benefits
2. Admin vs. Member Roles
3. Invites
4. Subscription & Billing 
5. Current Limitations 

Benefits

• Incoming calls ring on all devices connected to the Team.
• Conversations are shared amongst the team so everyone can keep up with the conversation. 
• Use Index's business tools on mobile and/or Index Web. 
• Share one number with up to 5 team members. 

For more information visit What is Team Sharing?

Admin vs. Member Roles

Admin

By default, the first member to subscribe to Index is labeled the "Admin" of the team. 

The Admin has additional responsibilities and access over their team members, such as:

• Ability to send invites, add or remove members, or close the team.
• Manage all billing and subscription details.

Member

Members of the team are able to use Index's business tools & access Index Web to communicate with customers. In addition, members can: 

• Leave the team at any time.
• Check member invite and login status.
• Use Index Web for texting and using business tools (cannot be used to make or receive calls).

Invites

As noted above, the Admin is the only person who can invite member(s) to the team. There is a max of 5 members that can be added to the team (this includes any pending or declined invites).

Click the links below for detailed instructions: 

• Sending an Invite (Admin steps)
• Accepting an invite (member steps on how to accept the invite and join the team)
• Removing pending or declined invites (Admin)

Subscription & Billing

The Admin is solely responsible for all billing and subscription details. Members of the team cannot make changes to the current subscription or update billing information.

Current Limitations 

Team Sharing accounts:

• Cannot be used with Call Forwarding.
• Cannot add more than 5 members to one team (pending invites count toward the max).