Under each tab you will see what the different permissions give access to so that you can create the right roles to assign users in your organisation.
Once you have an assigned permission, you can view and edit the settings under those tabs.
At the bottom of this page you will find our suggested packages for different types of users.
- If you activate the Organisation settings, you/the person assigned to the role with that permission will have access to all the permissions under that tab, i.e. Account, Roles & Permissions, Users & Team, Guests, Telephony, Contacts, Survey & Insights.
This permission is usually only given to administrators, since the user will ha full access.
The Account permission allows the user to manage your account settings, purchase licenses & view the audit log, among other things. This permission is best suited for selected administrators.
Access to feature/setting Company profile ✅ App ✅ Mobile subscriptions ✅ Add ons ✅ Billing ✅ Audit logs ✅
Lets' the user access to create roles, edit existing ones and assign permissions to other users, among other things
Access to feature/setting Roles ✅ Default permissions ✅ Guest permissions ✅ Call log search ✅
A user with this permission will have access to create new users, edit existing ones, create new teams and administer existing ones, among other things.
Access to feature/setting Users ✅ Teams ✅
With this permission, users can create guests and generate invitation links.
Access to feature/setting Create guests ✅
This permission allows the user to manage everything related to your telephony, such as buying & assigning numbers, creating & managing answer groups and handle call recording.
Access to feature/setting Fixed numbers ✅ Mobile numbers ✅ Answer groups ✅ IVRs ✅ Call routing ✅ Sound files ✅ Display numbers ✅ Call recording ✅
This permission gives the user access to create new, edit existing and delete contact groups
Access to feature/setting Shared contacts ✅ Create contact groups ✅
This permission allows the user distribute existing licenses amogst users and answer groups. To purchase additional licenses: Account permission is required.
Access to feature/setting Edit and distribute survey licenses ✅
This permission allows the user to manage the organization's integrations, make changes in priorities, connect new, and disconnect existing
Access to feature/setting Connect new and disconnect integrations ✅ Edit existing integrations ✅
These permissions will give access to edit Teams the users are a part of and create new channels in them
Access to feature/setting Edit & remove teams ✅ Add members to a team ✅
Access to feature/setting Edit & archive channels ✅ Create new & add users to existing channels ✅
These permissions, individually or in combination, give users access to search and edit other users within the same organisation. Best issued to the IT manager/administrator.
Super Search is an organisation-wide search that allows you to search users, answering groups, IVRs and numbers in one place and quickly edit anything if needed.
Access to feature/setting Super search ✅
This permission gives a user access and editing capabilities to another user's personal settings. For easy administration.
Access to feature/setting Edit other user's personal settings ✅
Article is closed for comments.