Access Control

1. Open the main menu ≡ and go to Administration.
2. Choose Access Control.
3. Click a role to open it.

Each role has three tabs: Members, Accesses and Advanced.

You can’t modify the system roles: Administrators, Teamleaders and Users. However, you can create any number of custom roles.

A user can be a member of several roles and gets the combined access of all of them. If a role is deleted, its members keep the access from their other roles. Members with no roles left are assigned the system role Users.

1. Click + at the top right.
2. Enter a name for the role.
3. Under Copy role, choose the role to copy accesses from.
4. Click Add role.
5. Click the new role and go to the Accesses tab. Turn on the accesses this role should have.
6. Go to the Members tab, click + and add the users who should have this role.

To modify a custom role, click it and change its accesses or members. To remove a member, click ⓧ next to their name. To delete a custom role, click the bin icon.

By default, administrators can edit all elements in the solution. With advanced role settings, you can limit a role to editing only specific queues, IVRs, opening hours, audio file categories and main numbers.

1. Create a role as usual and set its accesses. For example, a role can have access to Administration in the main menu, but not to Access control.
2. Go to the Advanced tab and turn on Restrict write access.
3. Click Add next to each type of element and select the elements the role should be able to edit.

Roles with restricted write access are marked with a ✓ in the Restricted access column.

NOTE: If the role can edit IVRs, opening hours, audio file categories or main numbers, it also needs access to Telephony setup under Accesses. For queues, it needs access to Queues under Administration.

Elements a user can’t edit are marked with a red lock. If a user also belongs to a role without restricted write access, they can edit all elements.