1. Navigate to the "Manage Members" section of your account from the overlay menu on the bottom left corner of your Truecaller Business console.

2. Click on "Invite Member."

3. Select a specific role that you want to assign to the new members Ex. "Department Owner," "Operation Owner," or "Process Owner" role.

4. Ensure the correct department is selected from the tree-hierarchy.

5. Complete the required information in for the new member and send out the invite.

• Roles and Permissions help you define what you and your team can access within the Truecaller for Business console, based on assigned roles.

• This ensures that you can assign users access to the functions, features, and data needed for their roles and responsibilities. Depending on the role assigned to a user, access can be determined for sensitive information and product functionalities within the Truecaller Business console.

As a Process Owner, you have the following permissions for inviting new members :

• Process-specific: You can invite other users to join your assigned Process. For Example if you are the Process Owner for Proc1, you can invite another Process Owners to control the same.

• Hierarchical Control: You can assign new members as Process Owners within your assigned Process.

Limitations: You cannot invite users to processes that you do not own. For example if you are the Process Owner for Proc1, you cannot invite user to other processes such as Proc2 and Proc3 mapped to your account.

Get to know all about the various roles and permissions that you can set for yourself and your team in this section.

• By limiting access based on roles, you can minimize the risk of unauthorized access to sensitive data and product functionalities.

• It will help you to manage user permissions efficiently by assigning roles instead of managing individual user access.

• The self serve platform will now offer an intuitive interface for administrators to manage members and access rights mapped to each role easily.

If you want to temporarily block someone's access without deleting their information completely, consider revoking their access instead.

• Navigate to the "Manage Roles" section of your account from the overlay menu on the bottom left corner of your Truecaller Business console.

• Click on the view button next to each of the Roles available for your account.

• Review the permission details assigned to each role from the matrix view.

Revoking access removes a member's ability to log in and use your account's resources. However, their profile and information are retained. You can restore their access later if needed via the grant access functionality.

1. Navigate to the "Manage Members" section of your account from the overlay menu on the bottom left corner of your Truecaller for Business console.

2. The table displayed here lists down all the relevant members along with the assigned role.

3. You can edit the Role assigned to a given user based on your access level by clicking on the kebab-menu and clicking on Edit.

Deleting a member permanently removes them from your account and they will no longer be able to log in or access any associated resources. This action cannot be undone.

• Navigate to the "Manage Members" section of your account from the overlay menu on the bottom left corner of your Truecaller Business console.

• The table displayed here lists down all the relevant members along with the assigned role.

• You can invite new members; edit, revoke and delete other members based on your role and access privileges.

There are multiple system-defined roles available in the new self serve dashboard, for your Verified Business Caller ID subscription :

• Admin: Oversees all features, functionalities and analytics for the account. Can have access to multiple product lines mapped to the account.

• Admin - Verified Calling : Oversees all features, functionalities and analytics for Verified Calling mapped to a single account.

• Department Owner: Oversees all operations and processes within a specific department for an Organization, can be granted optional analytics access.

• Operations Owner: Oversees all processes mapped within a specific operation, can be granted optional analytics access.

• Process Owner: Manages functionality of specific process and sub-processes within the Department-Operation-Process hierarchy, can be granted optional analytics access.

• Analytics Viewer: Has read-only access to all analytics data; does not have functional controls to add or edit any specific feature.

Revoke access if you believe you may need to grant the member access to the account again in the future, or if you temporarily need to restrict them for security or compliance purposes.

As a Department Owner, you have the following permissions for inviting new members :

• Department-specific: You can invite other users to join your assigned department (For Example if you are the Department Owner for Dept1, you can invite another Department Owner to control the same).

• Hierarchical Control: You can assign new members as Operation Owners or Process Owners within your department.

Limitations: You cannot invite users to departments that you do not own. For example if you are the Department Owner for Dept1, you cannot invite user to other departments such as Dept2 and Dept3 mapped to your account.

As an Operation Owner, you have the following permissions for inviting new members :

• Operation-specific: You can invite other users to join your assigned department (For Example if you are the Operation Owner for Op1, you can invite another Operation Owner to control the same).

• Hierarchical Control: You can assign new members as Process Owners within your Operation.

Limitations: You cannot invite users to Operations that you do not own. For example if you are the Operation Owner for Op1, you cannot invite user to other Operations such as Op2 and Op3 mapped to your account.

Roles and permissions are only available for customers who have migrated to the new Truecaller for Business console. Contact us at cs@truecaller.com for more information on how to migrate.