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A role is a combination of permissions that lets a user perform actions allowed by the selected permissions.
To create a role:
The new role will appear in the list of roles.
To modify settings for a role, click Edit in the Actions column for the needed role.
To remove the role from the list, click Delete.
As a rule, the main roles in PBX Stats are the manager, the compliance manager, and the administrator.
The manager has permissions to manage only the desks to which he/she is assigned.
The compliance manager has access to the CDRs so that he/she can listen to all the call recordings.
The administrator has permissions to perform all the actions and settings in the system.
However, there are three special permissions:
EXAMPLE
In the call center, there are two desks - Desk 1 and Desk 2.
Manager A is assigned to Desk 1, and Manager B is assigned to Desk 2.
Both Manager A and Manager B are subordinate to Manager C.
- Manager A, except for managing his desk, is responsible for preparing reports on the activity of the whole call center. This is why he is granted a role with show_all_desk_reports permission.
- Manager B is in charge of real-time monitoring and must see the current data for all the agents in the call center. So, he is assigned a role with show_all_desks_realtime permission.
- Manager C, to supervise Managers A and B, should have access to the desks under their control. He is granted a role with show_all_desks permission.