Looking for a way to control access to system features and functions? Learn how with User Permissions.
User Permissions
Permissions determine User access to specific system features and functionality. They can either be applied directly to the User, or added via User Roles and User Groups.
Note: In order to modify Permissions for a User, your own User Account must be enabled with one of the following:
If you do not have one of these enabled, contact your System Administrator or Technical Support for assistance.
Assigning and Removing Permissions
Navigate to the User's Profile. On the Account Settings tab, scroll down to the User group/security information section. Permissions will be displayed below.
Assigning Permissions
To assign a Permission, click to check the checkbox next to it.
If the permission you want to assign is not currently displayed, add it from the Add permission or Add application drop-down lists.
Removing Permissions
To remove a Permission, click to uncheck the checkbox next to it.
Note: Permissions with a green check mark have been assigned via a Role or Group and cannot be removed individually.
List of Permissions
Below is a list of Permissions available to assign to Users.
Note: Permissions related to an App will be displayed after the App has been installed.
| Permission Type | Permission | Allows the user to | Notes |
|---|---|---|---|
| Sign-in | Sign-in | Sign in to ReadyMode | Required to access ReadyMode |
| Application Manager | Application Manager | Add/remove applications from a User and manage the filetype settings | |
| AI Dialer | Self-pause | Remove themselves from a Queue using the Queue Availability Setting | |
| Cold Call | Cold Call | Access "Get Next Lead" button | |
| AI Channel | View Revenue | - | Requires Channel Management App |
| AI Channel | Manage Channels | - | Requires Channel Management App |
| AI Channel | Change Revenue | - | Requires Channel Management App |
| AI Channel | Manage Sales Process | - | Requires Channel Management App |
| CCS Billing | Configure | Manage Billing Configuration | Requires Merchant Processing App |
| CCS Billing | Charge | Process an Authorization or Capture Transaction | Requires Merchant Processing App |
| CCS Billing | Refund/Void | Process a Void or Refund Transaction | Requires Merchant Processing App |
| CCS Billing | View Log | View Transaction Log | Requires Merchant Processing App |
| CCS Billing | Assign Credit | Assign credit for sales to Users via the Transaction Log | Requires Merchant Processing App |
| CCS Billing | Select Module | Select a Billing Module | Requires Merchant Processing App |
| CCS Billing | Bypass credit card masking | View card numbers even if card numbers are masked | Requires Merchant Processing App |
| Gong.io | Manage Gong | Manage Gong.io Integration | Requires Gong.io Integration |
| Presentation | Manage roster | - | Requires Presentation and Event Manager App |
| Presentation | Add events | - | Requires Presentation and Event Manager App |
| Presentation | Delete events | - | Requires Presentation and Event Manager App |
| Sage Vault | Configure Merchant Keys | - | Requires Sage Vault Integration |
| Zingtree | Configure | Manage Zingtree Integration | Requires Zingtree Integration |
| Adobe Sign | Access integration | Manage Adobe Sign Integration | Requires Adobe Sign Integration |
| Callback Management | Callback Management | Access Callback Manager App | Requires Callback Manager App |
| IVR Monitor | IVR Monitor | Review and intercept active calls within Queues or IVRs | Requires IVR Monitor App |
| Training Monitor | Training Monitor | Monitor other User's calls | Requires Training Monitor App |
| AI Leads | Manage leads | Access and upload Leads, view Campaigns, access Dialer Report, Lead Report and Recent Calls | |
| AI Leads | Export Leads | Export a Lead Progress File or Call Logs Report data | |
| AI Leads | Manage playlists | Create and modify Playlists | |
| Automation | Allow Automation | Automate Tasks | |
| Automation | Integration Features | Access API Integration | |
| CCS Profile | Play Recordings | Access MP3 playback and download links for Call Recordings | Download requires "Manage VOIP" Permission |
| CCS Profile | Write email templates | Write and edit Email Templates | |
| CCS Reports | Call log | Access the Call Logs Report | User will be able to view Call Logs for themselves and any User they have access to |
| CCS Reports | Productivity | Access the Productivity and Agent Reports | User will be able to view Call Logs for themselves and any User they have access to |
| CCS Reports | Sales | Access the Sales Report | User will be able to view Call Logs for themselves and any User they have access to |
| CCS Reports | Live call report | Access the Live Call Report | |
| Communication | SIP | Use VOIP to make and take calls | |
| Communication | Manage VOIP | Access VOIP configuration, Research Calls Report and Recent Calls Report | |
| Communication | Add IVR | Add new IVRs | |
| Communication | Add Queue | Add new Queues | |
| Communication | Set Caller ID | Configure Caller ID | |
| Communication | Add DID | Order new Phone Numbers | Requires "Manage VOIP" Permission |
| Communication | Configure default email | Configure Outbound Email | |
| Communication | Configure individual email | Configure User Outbound Email | |
| File System | Search all leads | Search and view all Leads using criteria other than primary phone number | |
| File System | Search all profiles | Search and view all Lead Profiles | |
| File System | Search all users | Search and view all User Accounts | |
| Folders | Folder tools | Access to Shared Files, My Files and Folder tools | |
| Team | Create user | Create a new User | |
| Team | Modify security | Modify Permissions, Roles and Groups on User Accounts | Users can only modify Permissions they also have enabled on their own User Account |
| Team | Create group | Create new User Folders | |
| Team | Modify group | Modify User Folders | |
| Team | Manage deleted users | Manage deleted Users in Folders | |
| xIM | Start IM | Start new chat session | |
| xIM | Broadcast IM | Broadcast IM to all users | Requires "Start IM" Permission |
| xIM | Text messages | Send text messages |