LeadManaging User Groups (Roles & Permissions)

ROLES

Administrator

Allows access to Dashboard
Staff Reply Template: Show all reply templates
Staff Reply Template: Show all buildings on selection
Calendar: Show all users
Calendar: Show all buildings
Call Analytics Report (if enabled): Show report for all buildings
Agent assignment: Display all users for selection
API documentation: Display settings tile
Booking: Allow access to all buildings
Unrestricted system access

Area Manager

Allows access to Dashboard
Staff Reply Template: Show reply templates linked to user-assigned buildings
Staff Reply Template: Show user-assigned buildings on selection
Calendar: Show subordinates
Calendar: Show assigned buildings
Call Analytics Report (if enabled): Show report for managed buildings
Agent assignment: Display managed users for selection
Booking: Allow access to assigned buildings only

Call Centre

Staff Reply Template: Show reply templates linked to user-assigned buildings
Staff Reply Template: Show user-assigned buildings on selection
Allows access to Dashboard
Calendar: Show users that belong to the buildings assigned to current user
Calendar: Show assigned buildings
Call Analytics Report (if enabled): Show report for managed buildings
Booking: Allow access to assigned buildings only

Company Admin

Allows access to Dashboard
Staff Reply Template: Show all reply templates
Staff Reply Template: Show all buildings on selection
Calendar: Show all users
Calendar: Show all buildings
Call Analytics Report (if enabled): Show report for all buildings
Agent assignment: Display all users for selection
Booking: Allow access to all buildings

Employee

Allows access to Dashboard
Staff Reply Template: Show reply templates linked to user-assigned buildings
Staff Reply Template: Show user-assigned buildings on selection
Calendar: Show users that belong to the buildings assigned to current user
Calendar: Show assigned buildings
Call Analytics Report: Show report for managed buildings
Booking: Allow access to assigned buildings only

Listen to Calls

Allows user to listen to recorded calls
Staff Reply Template: Show reply templates linked to user-assigned buildings
Staff Reply Template: Show user-assigned buildings on selection
Calendar: Show assigned buildings
Call Analytics Report (if enabled): Show report for managed buildings
Booking: Allow access to assigned buildings only

On Site Manager

Allows access to Dashboard
Staff Reply Template: Show reply templates linked to user-assigned buildings
Staff Reply Template: Show user-assigned buildings on selection
Calendar: Show subordinates
Calendar: Show assigned buildings
Call Analytics Report (if enabled): Show report for managed buildings
Agent assignment: Display managed users for selection
API documentation: Display settings tile
Booking: Allow access to assigned buildings only

Smart Surveys

Shows Surveys navigation entry
Staff Reply Template: Show reply templates linked to user-assigned buildings
Staff Reply Template: Show user-assigned buildings on selection
Calendar: Show assigned buildings
Call Analytics Report (if enabled): Show report for managed buildings
Booking: Allow access to assigned buildings only

Super Manager

Allows access to Dashboard
Staff Reply Template: Show all reply templates
Staff Reply Template: Show all buildings on selection
Calendar: Show all users
Calendar: Show all buildings
Calendar: Show assigned buildings
Call Analytics Report (if enabled): Show report for all buildings
Agent assignment: Display all users for selection
API documentation: Display settings tile
Booking: Allow access to all buildings

REPORT ACCESS ON DASHBOARD LINK

Call Scoring Report	Allows access to Dashboard - Call Scoring Report page
Dashboard Report	Allows access to Dashboard - Dashboard Report page
Drill Down Report	Allows access to Dashboard - Drill Down Report page
Call Detailed Report	Allows access to Dashboard - Call Detailed Report page
Call Summary Report	Allows access to Dashboard - Call Summary Report page
Agent Performance Report	Allows access to Dashboard - Agent Performance Report page Auto Refresh - enables automatic page refresh Frequency in Minute - sets auto refresh frequency

SETTINGS

Availability	Allows access to manage either building / unit availability
Integrations	Allows access to Integrations Settings (ChatBot)
Configurations	Allows access to edit the following: Building Hours Booking Intervals Building Email & SMS Settings Other Custom Building Settings
Tracking Numbers	Allows access to the following: Update tracking numbers View tracking numbers View auto-attendants View call transcripts
Add New Building	Allows access to "Add New Building" button
User Settings	Settings include below: Read-Only: Only takes effect if all user settings and assignment permissions are denied Edit User Info: Allows access to edit another user information Update Location: Allows access to update another user's location assignment
Assignment	Settings include below: Deactivate User: allows access to deactivate a user Add New User: allows access to add a new user
Template Editor	Allows access to Staff Email Replies Template Editor

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