Manage roles

Roles set the permissions for each user type. By default, these are the available roles:

• Tenant Administrator
• Agent
• Extension
• Monitor
• Supervisor

 

The Roles page shows a list of profiles created, along with the details and roles permissions:

On the roles homepage you can:

• Add roles
• Duplicate roles
• Edit details
• Edit role permissions

 

 

To add roles:

• Click on  to open the Add role pop-up window:
  
• On the pop-up:
  
  • Insert the role name.
  • Insert the role description.
  • Click SAVE to apply changes.

 

To duplicate roles:

• Click on to duplicate the desired role:

• On the pop-up:
  
  • Click Duplicate.

 

To edit role details:

• Click on the desired role from the roles list.
• Click on  to open the details pop-up window:
  
•  On the pop-up:
  
  • Insert the role name.
  • Insert the role description.
  • Click SAVE to apply changes.

 

To edit role permissions:

• Click on the desired role from the roles list.
• Click on  to open the role permissions pop-up window:
  
• On the pop-up:
  
  • Click on the desired permissions.
  • Click on  to expand the permissions categories.
  • Click SAVE to apply changes.