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:
On the roles homepage you can:
To add roles:
- Click on
to open the Add role pop-up window:
- 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
to duplicate the desired role:
- On the pop-up:
- Click Duplicate.
To edit role details:
- Click on the desired role from the roles list.
- Click on
to open the details pop-up window:
- 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
to open the role permissions pop-up window:
- On the pop-up:
- Click on the desired permissions.
- Click on
to expand the permissions categories.
- Click SAVE to apply changes.
Note: To see the permissions role's tree, click here.