User Roles

This article will provide you with an overview of the Profiles section, functionality as well as how to create a custom one:

You will be able to see the settings tab only if you have admin rights.

1. Navigate to the Settings section from the left and click on Users & Permission then Profiles:

The default profiles are: Agent, Manager and Admin:

 Admin - that can do and see everything and have access to all the Groups

 Manager - that can be limited only to a specific group and will see only the extensions in that group.

 Agent - the Agent can see on the Dashboard only the calls from the extension he/she is using.

2. You can create a custom one by clicking on +New Role:

3. Click the Name field to type the name of your custom profile. Example 'Assistant Manager' then click Select Level to select one of the existing profiles such as Agent, Manager and Admin. After this you will be able to alter the permissions of those roles:

4. Here you can change the general settings. By un-clicking one you disable this function for this specific role. You can individually disable Alerts, Spy, Whisper and Barge options, Personal Settings access and more:

Each section has it's own permission that may be enabled or disabled, these include the Monitor, Settings, Queues, Reports and more as shown below:

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