Find your way: the Phone and Administration spaces

What each space contains, and who can access it.

Role : EveryoneDuration : 3 minOn : Web, Mac, iPhone, Android

On this page

Before you start

Your Callizy account.

Step by step

9 steps, about 3 min

1
Two spaces
20 s
Callizy has two spaces. Phone, to call, text and answer: everyone has it. Administration, to set up the business: numbers, AI agents, team, billing.
2
Phone
The left menu
30 s
Inbox: your texts, calls and voicemails. Contacts: your clients. Power Dialer, if your plan includes it. Analytics: your own stats. Several lines? They show under the Inbox.
3
Your colleagues
10 s
Below the menu, Colleagues shows who is online. Click a name to message them: see Messages and calls between colleagues.
4
Your name, bottom left
20 s
Click your name: Available or Do not disturb, My Profile, Get the app and Logout.
5
Administration
Open Administration
10 s
Owner or manager? At the bottom left of the Phone space, click Administration.
Phone/Administration
Open this screen in Callizy
6
The Administration menu
30 s
At the top, Numbers: everything about a line is set on its page. Then three groups: Answer, with AI voice agents and Calendars; Call, with Call campaigns and Power Dialer; Track, with Live, Analytics and History. During the free trial, Get started lists the setup steps.
7
Settings
20 s
Click Settings: a column opens. Under Company: Team management, Business hours, Trust center, Integrations, Developers and Billing, for the owner. Under My account: Profile.
8
Go back to Phone
10 s
At the bottom left of Administration, the Phone button takes you back to your calls.
9
In the app
Phone in your pocket
20 s
The apps carry the Phone space. On iPhone: Home, Keypad, Team and Contacts. On Android: Home, Keypad, History, Messages and Contacts. Administration is set up on the web or on Mac.

Key points

Phone is for everyone. Administration is for the owner and managers.
A supervisor opens Live, Analytics and History through Team insights.
Your name, bottom left, opens your own settings.

Settings

You can change them at any time, without reconnecting anything.

Owner: Everything, billing included.
Manager: Sets everything except billing.
Supervisor: Hears every call, sees analytics and live calls. In their Phone space, Team insights opens Live, Analytics and History.
Member: Takes calls. Listens per the team rule. Has the Phone space only.

Not working?

The Administration button does not show

It is for the owner and managers.
Supervisor? Click Team insights instead.
Need more access? Ask the account owner.

Billing does not show in Settings

It is for the account owner: the subscription is in their name.

Power Dialer does not show in your Phone space

It is part of the Business plan. The owner changes plans in Settings › Billing.

Frequently asked questions

Where do I change a colleague’s role?

In Settings › Team management, click the colleague: their panel shows Role. Only the owner names or removes a manager, and nobody changes their own role.

What is Get started for?

During the free trial, it lists the setup steps: a number, an AI agent, a colleague, a calendar and the app. See Go live with Callizy.

Updated October 29, 2026

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