Fax Team Setup and Configuration

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Streamline collaboration without the burden of manual tasks

Easily manage and control access over your team faxes

Improve fax accessibility without compromising security

Add and manage fax users anytime, anywhere

Fax Team Setup and Configuration


Embrace the collaborative capabilities of online faxing.

Fax Team Setup and Configuration

How does team setup and configuration work?

Team setup and configuration on iFax ensures that only the designated team member has specific access to certain actions and files. You can also simplify how your team sends and receives faxes by configuring branding settings, such as editing cover pages, signatures, and fax header information.

Assign Roles & Permissions: Assigning specific permissions to your team allows them to send and receive faxes, manage contacts, and monitor fax activity.

Specify User Priority: This allows your team to manage the company’s fax account depending on the permissions you set for each.

Create User Groups: Create groups to manage your fax users better, simplifying the delegation of fax-related tasks to specific individuals or groups.

Add a team member in five easy steps.

  1. Create an iFax account and log into your dashboard.
  2. Navigate to the left panel, then select Team. A window will pop up where you can see the settings for configuring your team under Team & SSO.
  3. Click on the Add User to add new members to your team. You can also select Add 365 User for Microsoft Office 365 accounts.
  4. Fill in the required details, such as the email address, name, job title, and fax number access.
  5. Assign permission for the team member by checking the boxes or selecting a group for the user. Click Save.

The new member will receive an email to activate their iFax account and access the shared faxes with your team.

Fax Team Setup and Configuration
Fax Team Setup and Configuration

What can team members do?

What you allow your team members to do depends on the permission you assign. With iFax, the following are the available roles for team members labeled as a group:

  • Administrator
  • Manager
  • Sender
  • Receiver
  • Sender + receiver

Each role or group has a predefined set of access rights. For example, administrators can access all settings and other team members. At the same time, senders can only send faxes and not manage other users.

You can make changes by checking or unchecking the boxes at the bottom of the page for adding a team member or a group.

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