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DialLink key concepts: account, users, and numbers

Updated over a month ago

DialLink structures system interactions around three core entities: a company account, users, and phone numbers. These elements define how users interact, manage, and communicate with the platform.

Company account

A company account is a top-level entity that manages all users and phone numbers. It controls settings, permissions, and overall system operations. The company account performs the following functions:

  • Aggregate users and numbers
    A company account can have multiple users and phone numbers.

  • Manage system settings
    This includes DialLink settings, billing, security policies, and integrations.

  • Control access
    A company account determines which users or teams can access specific numbers and features.

Users - personal accounts

A user is an individual profile within a company account. Users log in with unique credentials and can have different roles.

Each user in your account can have one of two roles:

  • Users
    They can use most of DialLink’s features but cannot access company account settings.

  • Account administrator (admin)
    They have full access to all features and data except private user messages. Admins can manage all platform settings.

A user may or may not be linked to a phone number and can be associated with multiple numbers. For example:

  • Admins may not require an assigned phone number, as their role focuses on company account settings and integrations.

  • A user can have a personal phone number while also being assigned a different number that rings on the same device. Additionally, the same user might have additional numbers with a different area code or international number for regional or global communication.

Numbers

A number is a virtual communication channel for making and receiving calls and messages. Key aspects of numbers are listed below:

  • Numbers can refer to various system entities such as users, auto-receptionists, voicemails, AI assistants, call queues, ring groups, etc.

  • When a number belongs to a ring group or call queue, a team can share it, meaning multiple users can answer calls made to that number.

  • Each number has unique settings.


Let's look at some examples:

Example #1

Company A has 3 offices and 10 employees working across these locations.

To cover all offices and employees with the DialLink phone system, Company A will need:

  • At least 3 phone numbers (1 per office) if they want a dedicated number for each office.

  • 10 user licenses, if all employees require access to the phone system.

Example #2

Company B has 1 office and 6 employees.

To cover all offices and employees with the DialLink phone system, Company B will need:

  • At least 1 phone number for the main office line.

  • 6 user licenses, if all employees require access to the phone system.

Example #3

Company C has 5 offices and 30 employees but does not require dedicated phone numbers for each location.

To set up their DialLink system, company C will need:

  • 1 main phone number that routes calls across all locations.

  • 30 user licenses, if all employees require access to the phone system.

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