Administrator info page - permissions tab
An administrator can perform tasks depending on his permissions. These permissions can be viewed in the administrator page using the Permissions tab.
The page is divided into 3 main sections:
- Account list
- the section is displayed only if the administrator has one or more permissions set to "Allowed for list (Accounts)" and it contains the accounts that the permission refers to;
- Call center access
- The section contains the accounts that are available for call center login to the administrator. The agent can use all the queues defined in the list (the permission is global to the entire account; no specific queues can be selected);
- Permissions
- Permissions: a details list will all the actions available inside the Accolades platform, along with the current setting for each one.
The permissions are divided into several sections, according to the parent module.
- administrators;
- accounts;
- users;
- queues;
- IVR;
- time conditions;
- call center;
- sms;
- customers;
- server.
Administrators
This section defines the permissions for managing the administrators module.
- add
- permission for adding new administrators;
- view
- permission for viewing administrators;
- identity tab
- the permission for the administrator to view and edit data inside the Identity tab, for any administrator;
- permissions tab
- the permission for the administrator to view and edit data inside the Permissions tab, for any administrator;
- API tab
- the permission for the administrator to view and edit data inside the API tab, for any administrator;
- delete
- permission for deleting administrators;
- impersonate
- permission for impersonating other administrators.
Accounts
This section defines the permissions for managing the accounts module.
Besides the standard options ALLOWED and NOT ALLOWED most of the permissions also accept the value ALLOWED FOR LIST. This last value will allow the user to perform the task only for specified accounts, defined in the administrator page. Using this method an administrator can manage one or several accounts, but not all of them.
- view
- permission for viewing accounts;
- add
- permission for adding new accounts;
- edit
- permission for editing accounts;
- delete
- permission for deleting accounts;
- view calls
- permission for viewing the call list for accounts;
- listen to the recorded calls
- permission for listening the recorded calls;
- view virtual faxes
- permission for viewing virtual faxes, both sent and received;
- send virtual faxes
- permission for sending virtual faxes;
- music on hold edit
- permission for add, edit and delete music on hold sets;
- account limits edit
- permission for editing the various limits for an account (maximum number of elements from a group, storage space for the account etc.);
- edit API
- permission for editing the data inside the API tab for the account;
- edit billing information
- permission for editing the billing information for the account.
Users
This section defines the permissions for managing the users that are connecting to the asterisk server (phones).
- add
- permission for adding new users;
- edit
- permission for editing users;
- delete
- permission for deleting users;
- tab: identity
- permission for accesing and editing the identity tab, for a user;
- tab: telephony
- permission for accesing and editing the telephony tab, for a user;
- tab: voicemail
- permission for accesing and editing the voicemail tab, for a user;
- tab: outbound calls
- permission for accesing and editing the outbound calls tab, for a user
- tab: call redirect
- permission for accesing and editing the call redirecting tab, for a user;
- tab: call recording
- permission for accesing and editing the call recording tab, for a user;
- tab: music on hold
- permission for accesing and editing the music on hold tab, for a user;
- tab: after call
- permission for accesing and editing the after call tab, for a user;
- tab: call center
- permission for accesing and editing the call center tab, for a user;
- tab: API
- permission for accesing and editing the API tab (to integrate Accolades with external systems), for a user;
- tab: operations
- permission for accesing and editing the operations tab, for a user;
Queues
This section defines the permissions for managing the waiting queues for an account. Because the waiting queues are displayed on the account page, the permission for viewing the queues is inherited from the account viewing permission.
- add
- permission for adding new queues;
- edit
- permission for editing queues;
- delete
- permission for deleting queues;
- static agents management
- permission for managing the static agents for a queue;
- after call survey
- permission for managing the after call survey for a queue.
IVR
This section defines the permissions for managing the IVR entities for an account. Because the IVR entities are displayed on the account page, the permission for viewing the entities is inherited from the account viewing permission.
- add
- permission for adding new IVRs;
- edit
- permission for editing IVRs;
- delete
- permission for deleting IVRs.
Time conditions
This section defines the permissions for managing the time conditions for an account. Because the time conditions are displayed on the account page, the permission for viewing the entities is inherited from the account viewing permission.
- add
- permission for adding new time conditions;
- edit
- permission for editing existing time conditions;
- delete
- permission for deleting time conditions.
Call center
This section defines the permissions for managing the call center module.
Besides the standard options ALLOWED and NOT ALLOWED most of the permissions also accept the value ALLOWED FOR LIST. This last value will allow the user to perform the task only for specified accounts (the call center access list), defined in the administrator page. Using this method an administrator can manage one or several accounts, but not all of them.
- queue management
- permision to control the waiting queues (supervisor);
- campaign management
- permission for managing the campaigns from the call center;
- auto break after call
- if activated, the agent will enter on a "after call break; after hanging up a call on a waiting queue (WARNING, this operation will be triggered only if the agent is viewing the call center interface for agents: Call Center, section Agent);
- open dashboard
- permission for starting dashboard instances;
- view calls
- permission to view the details for the call center calls;
- edit calls
- permission to edit the details for the call center calls;
- listen to recorded calls
- permission to listen to recorded calls from the call center (this is valid only for the calls from the lists inside the call center module and has nothing to do with the global call details for the entire account).
SMS
This section defines the permissions for managing the SMS module.
Besides the standard options ALLOWED and NOT ALLOWED most of the permissions also accept the value ALLOWED FOR LIST. This last value will allow the user to perform the task only for specified accounts (the call center access list), defined in the administrator page. Using this method an administrator can manage one or several accounts, but not all of them.
- view
- permission for viewing the sent SMS messages;
- send one by one
- permission for sending individual SMS messages;
- send campaign
- permission for creating SMS campaigns.
Customers
The section defines the permissions to view and manage the customers module (CRM).
- view
- permission for viewing customers;
- add
- permission for adding new customers;
- edit
- permission for editing customers;
- delete
- permission for deleting customers.
Server
The section defines the global permission for the entire Accolades server.
- monitoring
- permission to view the status of the server that runs the service;
- asterisk commands
- the permission to send certain commands directly to the asterisk server;
- time conditions
- the permission to manage time conditions available to all accounts;
- Monitored IP
- the permission to view or delete the monitored IP on the server.