Roles

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    Roles

    We introduced a new role-based management allowing for more fine-grained user access control in version 4.0. You can create roles and allow access to specific parts of the interface, then assign these roles to users.

    Users without any assigned role only see Details, Voicemail, Extension, Recorded calls. If you want them to be able to view presence, phonebook and calls then you need to assign them the EUI role.

    Note: The Admin user sees “My settings/ACD” menu because he has all roles. It is empty for him as long as he is not an agent in any queue. The admin role can not be taken from the last admin user. The FTP role will work with alphabetic logins only. Users like ‘300’ will not be able login to ftp. If you assign a role with FTP rights to a user a password change may be requested by the pbx.

    The current checkbox cascade behaviour is “Children”, so checking “Parent dir” will check its children but checking child nr. 1 will not check the parent. The parent is marked with dash (-) when child is checked.

    Security role edit

    Roles

    Example:

    Say you want to enable a user to be an ACD agent. First you’ll want to create a new role e.g. “ACD agents” and check the “EUI/ACD” box. You can now assign this role to any user that will be an ACD agent via System/Users.

    • the user can then be added to an ACD as an agent via Actions/ACD.
    • the user can view My settings/acd queue name it will be empty untill he is actually added as an ACD agent to an ACD.

    If you assigned “actions/acd” instead of EUI/ACD to a role the user will:

    • see the actions/acd menu, and he will be able to configure ACD‘s and add agents.
    • he will not be able to add himself to an ACD as an agent nor can he be added by someone else.

    Caveat: if you’re giving a user rights to download a backup its adviced to also assign that user with rights to upload it.

    in System Tags: rolessystem
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