Settings, Roles, and Plans

Settings control how your team uses CallStack. Team Admins and Campaign Managers should review settings before running a live campaign.

Team roles

Role	Best for	Can usually do
Team Admin	Workspace owners and operations leads	Manage team access, billing, settings, campaigns, lists, exports, and calls.
Campaign Manager	People running campaigns	Edit campaigns, imports, scripts, outcomes, reports, and calling settings.
Caller	People making calls	Work queues, make calls, add notes, save outcomes, and schedule callbacks.
Viewer	Clients or read-only stakeholders	View allowed campaign and reporting information without changing work.

Use the lowest role that gives someone what they need. Do not make a client or casual observer a caller if they only need to review progress.

Workspace settings

Workspace settings apply across the account. Use them for defaults your team will reuse:

• Team members and invites.
• Notification preferences.
• Phone number inventory.
• Default import fields and source options.
• Shared contact fields.
• Shared scripts, playbooks, and outcome templates.
• Global suppression rules.
• Billing and plan management.

Use campaign settings for details that only apply to one campaign.

Campaign settings

Campaign settings control how one campaign runs:

• Campaign name, client, owner, and source labels.
• Goal, target, deadline, and health status.
• Script, playbook, qualification criteria, and objection handling.
• Outcome options and required notes.
• Caller assignment and routing.
• Queue behavior for callbacks, retries, and priority leads.
• Client visibility and public campaign sharing.

Phone numbers

Phone number settings help your team choose the right caller numbers and understand which numbers are available.

Before calling, check that:

• The campaign has an approved number assigned when required.
• Callers know which number they are using.
• Numbers that are not ready are not assigned to live work.
• Any number issues are resolved before a high-volume campaign starts.

Suppression and compliance

Suppression rules stop contacts from being called when they should be excluded. Add suppression entries for do-not-call requests, excluded companies, blocked numbers, client-specific restrictions, or list cleanup decisions.

Review suppression hits during import. If a contact is suppressed, do not work around it by manually calling from another screen.

Billing plans

Plan	Best for	Includes
Free	Trying the product alone	One campaign and one team member.
Starter	A small team starting campaign work	More campaign room for a single-user workflow.
Pro	Teams that need shared operations	Team invites, roles, public campaign links, exports, and capacity planning.
Scale	Larger teams with heavier reporting needs	Pro features plus advanced call support such as AI summaries when enabled.

Plan names and inclusions can change over time. Check Billing in the app for the current plan attached to your workspace.