Collaborators (Team Members)

What a Collaborator Is

A Collaborator is a person who has access to a Trackdrive company. Each Team member links a user (the login identity) to a company

Key Fields

• Email: validated unique per company.
• First name, last name, company name: identity fields.
• Softphone enabled: when true, this collaborator can use the agent softphone and appear in the Power Dialer as an available agent. This is what makes a team member an "agent" in Trackdrive's terminology.
• Agent enabled: enables agent-specific features.
• Agent status: tracks the agent's current status.

Agents Are Collaborators

There is no dedicated agent type in Trackdrive. An agent is simply a collaborator with the softphone enabled. The Power Dialer, agent widget, and agent-related features all look for collaborators with this flag to find available agents.

Superuser Determination

There is no role field on a collaborator. Superuser status is determined by the permission system: a user is a superuser if they are a global admin, a manager for the current company, or if any of their team memberships has superuser status enabled. This is set when the team's superuser setting is turned on.