Manage roles

Roles set the permissions for each user type. By default, these are the available roles:

  • Tenant Administrator
  • Agent
  • Extension
  • Monitor
  • Supervisor

 

The Roles page shows a list of profiles created, along with the details and roles permissions:

Management_roles_page.png

On the roles homepage you can:

 

 

To add roles:

  • Click on Management_roles_addrole.png to open the Add role pop-up window:
    Management_roles_popup.png
  • On the pop-up:
    • Insert the role name.
    • Insert the role description.
    • Click on the desired check boxes for the PBX profile and Contact center profile.
    • Click CREATE to apply changes.

 

To duplicate roles:

  • Click on User_profile_actions.pngto duplicate the desired role:

Management_roles_duplicate.png

  • On the pop-up:
    • Click Duplicate.

 

To edit role details:

  • Click on the desired role from the roles list.
  • Click on User_profile_edit.png to open the details pop-up window:
    Management_roles_details.png
  • On the pop-up:
    • Insert the role name.
    • Insert the role description.
    • Click SAVE to apply changes.

 

To edit role permissions:

  • Click on the desired role from the roles list.
  • Click on User_profile_edit.png to open the role permissions pop-up window:
    Management_roles_permissions.png
  • On the pop-up:
    • Click on the desired permissions.
    • Click on Management_roles_expand.png to expand the permissions categories.
    • Click SAVE to apply changes.
Note: To see the permissions role's tree, click here.

 

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