Manage Users and User Groups in Your Virtual Receptionist System
Empower your team with flexible access, smart call routing, and role-based controls — all included in our PATLive Flex platform.
Too many calls for one person to manage?
PATLive includes 10 users with every account, so you can easily share call handling across your team. Whether you need a receptionist, a manager, or a whole department involved, you can assign each person a role that fits how they work — no juggling logins or forwarding messages manually.
Confused about who should have access to what?
With built-in roles and permissions, it’s easy to control what each user can see or do. Assign System Admins to manage call flows, Billing Admins to handle invoices, and Standard Users to stay connected without altering settings. Everyone gets what they need — nothing they don’t.
Want calls to ring a team, not just a person?
User Groups let you route calls to entire teams at once. Sales, service, legal — you name it. When a call comes in, everyone in the group gets alerted. The first available person answers, and your callers get help fast. If no one picks up, the call automatically moves to the next step in your flow.
Real Call Flows, Built for Real Teams
Imagine this: A law firm uses PATLive to handle both new and existing clients. A custom auto attendant greeting says,
“Press 1 for new legal matters” — routed to a PATLive Virtual Receptionist expertly trained to qualify leads.
“Press 2 for existing cases” — routed to a User Group of staff ready to assist current clients.
This flexibility makes your business sound more professional — and ensures every caller talks to the right person the first time.
Need to change user access quickly?
Add, remove, or update users in seconds from your PATLive Flex dashboard. No waiting, no tickets — just simple, intuitive user management that moves at your pace. As your team changes, your system adapts with you.
- A System Administrator manages call flows and configuration.
- A Billing Administrator oversees payment methods and invoices.
- Standard users can answer calls, receive messages, and collaborate — without access to sensitive settings.
Built for Small Teams — and Growing Ones
Whether you’re a solo attorney, a clinic with a few assistants, or a growing home services team, the combination of users and user groups scales with your needs. Add more users as your team expands, adjust roles as responsibilities shift, and let PATLive Flex evolve alongside your business.
Ready to get started?
Try PATLive risk-free and explore all the ways PATLive Flex can help you streamline your calls, route smarter, and stay connected.
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Manageable
Add, remove, or update users and groups in seconds — no IT team required.
Role Based
Assign permissions by person or role to keep control where it matters.
Team-Ready
Route calls smarter with User Groups inside PATLive Flex