Looking for a way to easily add a set of permissions from your Users? Check out Groups.
User Groups
User Groups contain a pre-selected set of Permissions, similar to User Roles. Groups allow for quick customization of Permissions, as they can be applied and removed directly on the User level, and multiple Groups may be assigned to the same User.
Note: In order to modify Permissions for a User, your own User Account must be enabled with one of the following:
- An "Administrative" Role
- The "Administrators Group"
- The "Team - Modify security" Permission
If you do not have one of these enabled, contact your System Administrator or Technical Support for assistance.
Assigning and Removing User Groups
Navigate to the User's Profile. On the Account Settings tab, scroll down to the User group/security information section.
Assign a User Group
To assign a Group, select it from the Add a group drop-down menu. You'll now see the Group assigned to the User, and Permissions will be updated accordingly.
Remove a User Group
To remove a Group, click the Remove group link. The Group will be removed, and Permissions will be updated accordingly.
List of Permissions for User Groups
The following User Groups are available to choose from:
- Administrators
- Sales
- Shift Managers
- Users
The pre-selected set of Permissions for each of these Groups are listed in the table below. Once a Group has been assigned to a User, Permissions listed as Disabled or N/A can be enabled on an individual User.
Permission Type | Administrators | Sales | Shift Managers | Users |
---|---|---|---|---|
Callback Management | N/A | N/A | N/A | N/A |
CCS Billing | Enabled | N/A | N/A | N/A |
Application Manager | Enabled | N/A | N/A | N/A |
Sign-in | Enabled | Enabled | Enabled | Enabled |
AI Leads | Enabled: Manage leads, Export leads, Manage playlists | Disabled: Manage leads, Export leads, Manage playlists | Enabled: Manage playlists Disabled: Manage leads, Export leads | Disabled: Manage leads, Export leads, Manage playlists |
Automation | Enabled: Allow automation Disabled: Integration Features | Disabled: Allow Automation, Integration Features | Disabled: Allow Automation, Integration Features | Disabled: Allow Automation, Integration Features |
CCS Profile | Enabled: Write email templates Disabled: Play Recordings | Disabled: Play Recordings, Write email templates | Disabled: Play Recordings, Write email templates | Disabled: Play Recordings, Write email templates |
CCS Reports | Enabled: Call log, Productivity, Sales Disabled: Live call report | Enabled: Call log Disabled: Productivity, Sales, Live call report | Enabled: Call log Disabled: Productivity, Sales, Live call report | Enabled: Call log Disabled: Productivity, Sales, Live call report |
Communication | Enabled: SIP, Manage VOIP, Set Caller ID Disabled: Add IVR, Add Queue, Add DID, Configure default email, Configure individual email | Enabled: SIP Disabled: Manage VOIP, Add IVR, Add Queue, Set Caller ID, Add DID, Configure default email, Configure individual email | Enabled: SIP, Manage VOIP, Configure default email, Configure individual email Disabled: Add IVR, Add Queue, Set Caller ID, Add DID | Enabled: SIP Disabled: Manage VOIP, Add IVR, Add Queue, Set Caller ID, Add DID, Configure default email, Configure individual email |
File system | Disabled: Search all leads, Search all profiles, Search all users | Disabled: Search all leads, Search all profiles, Search all users | Disabled: Search all leads, Search all profiles, Search all users | Disabled: Search all leads, Search all profiles, Search all users |
Folders | Enabled: Folder tools | Disabled: Folder tools | Disabled: Folder tools | Disabled: Folder tools |
Team | Enabled: Create user, Modify security, Create group, Modify group Disabled: Manage deleted users | Disabled: Create user, Modify security, Create group, Modify group, Manage deleted users | Enabled: Create user, Manage deleted users Disabled: Modify security, Create group, Modify group | Disabled: Create user, Modify security, Create group, Modify group, Manage deleted users |
xIM | Enabled: Start IM, Broadcast IM | Disabled: Start IM, Broadcast IM | Enabled: Start IM, Broadcast IM | Disabled: Start IM, Broadcast IM |
AI Dialer | N/A | N/A | N/A | N/A |