video1.0<iframe src="https://www.loom.com/embed/719706b4a74f45b5a7e6b723fe5a0e4a" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/719706b4a74f45b5a7e6b723fe5a0e4a-34ab7d83b4886d15.gif264.035In this video, I walk you through the necessary steps to prepare for HappyCo's call management feature if you're an existing CallComplete user. We start by reviewing your active users in CallComplete and ensuring they are correctly set up in the Admin Center, including verifying their contact details and roles. It's crucial to confirm that each user has at least one property checked for receiving on-call schedules. Additionally, I guide you on reviewing and adjusting role-based permissions for the new Call Management feature. Please make sure to follow these steps to ensure a smooth transition and effective use of call management.