Add User Role

A supervisor can manage an agent's account and can add, edit or delete accounts, enable and disable them, or simply view their statuses whether they are available to take calls or are busy.

To add a user role, follow these steps:

  1. Click on the Settings tab on the side navigation.
  2. Click User Management > Manage Roles > Add User Role.
  3. Enter the Name and Description of the user role.
  4. Select the Permissions for the user and click Save.

🚧

Note:

  1. Dialer reports permissions will be greyed out if dialer is not enabled for your account.
  2. "View Limited" permission in CDR would mask the caller/called number in the Call Detail Records.