Adding Users In Phones Integration

In the PetDesk Phones integration, adding users lets you associate your team’s phone extensions with their PetDesk accounts so calls and features work correctly for everyone on your staff. This article walks through how to add and configure users in the Phones integration — including assigning extensions and roles — to ensure each team member can send/receive calls and access the features they need. 

Use these steps to set up your front desk team quickly and maintain accurate call routing across your practice.
 

1. Access the administrative portal at app.getkontak.com and select your location from the available options.

   

2. On the left-hand menu, click the Settings (gear) icon to access the configuration options.
   

3. In the Settings menu, select Team to view the user management interface.
   

4.  Enter the following details:

   Email Address: The user’s email for receiving the invite.

   Name: The user’s full name (can be just first name or any other name if it's role-related).

   Location: Select the appropriate location (if multiple locations are available).

   Role: Choose an existing role or proceed to create a new one (see Step 5).

5. To define a new role with specific permissions (Optional):

   Click Create a New Role.

   Customize the role’s access levels (e.g., view-only or edit permissions).

   Click Submit to save the new role.
   

6. After entering the user’s details and selecting a role, click Send PetDesk Phones Invite to dispatch the invitation.
   

   Note: The app.getkontak.com portal is used solely for sending user invitations. To view call data, use the dashboard at retriever.getkontak.com.