Role Administration

• From the main menu you navigate to the Administrator page
• Chose “Roles”

It is not possible to modify the system-defined roles:

• Administrators
• Team leaders
• Users

However, it is possible to create any number of customized roles using the access levels available.

A user can only be assigned to one role. If this role access is deleted, the default system role “User” will be assigned.

1. Click the “+” icon to add a role.
2. Type the new role a name.
3. Select the role to copy access levels from.
4. Select the new role.
5. Select the “Members” dropdown menu and select “Access”.
6. Toggle on/off any of the access levels based on what this role should have access to.

Advanced role lets you define what specific data a administrator should have access to edit. Start by creating a role as usual. Then, expand the relevant role and click on “accesses.” Here, you can define which pages and what permissions this role should have access to. For example, the administrator may have access to the administrator module in the main menu, but not have access to “access control” under the administrator module.

Next, you can click on “advanced role” to assign which data the users assigned to this role will be able to edit. Initially, you can allow users to only edit specific queues, IVRs, opening hours, audio file categories, and main numbers.

NOTE: If you grant this role access to edit specific IVRs, opening hours, audio file categories, or the main number, it is important to also give the role access to “Telephony setup” under “accesses.” Same goes for queues.

Data a user does not have access to edit will be marked with a red lock. This only applies to users added to the custom role, where advanced role settings are added.