Customize roles and permissions menus based on your business needs
1. About the role
NXLink call center includes the following roles by default:
- Enterprise Owner: the team creator, who has all permissions;
- Administrator: The administrator can view the call records of all people in the team, invite agents, create agent groups, make call settings, and view various statistical reports;
- Supervisor: The supervisor can view all call records in the enterprise and does not have management or reporting permissions;
- Agent: Agents can view their own call records and do not have management or reporting permissions;
- Group leader: A team leader can be set in the agent group, and the team leader can view the call records of all people in the agent group;
If you need more role types, you can create a new role or manage the role menu as follows
2. Create a new role
Operation: Enter [ Basics -Role Management-Add Role] to create a new role and provide a role description.
3. Menu assignment
Operation: Enter the menu assignment to assign menu permissions to the specified role.
- Business owners can manage all role menu permissions;
- Administrators can manage supervisors, agents and new role permissions;
- Supervisors can manage agents and add new role permissions;
- New roles cannot modify role permissions and create new roles;