Administrators
In the Administrators section, root-level administrators or those with the appropriate permissions can create and manage other administrators. This includes setting and adjusting their permissions, allowing for tailored access and control within the system. This feature ensures flexible and secure administration management.
This section is not for managing tenant level administrators, use Edit Tenant screen for that.
Create/Edit Administrator
Login name. Used for signing into Configuration Manager. Only alphanumeric characters are allowed, no spaces or special characters.
Login password. Set a secure password for account access.
Description. Provide a brief description.
Scope. Define the administrator’s level of access and control. Available scopes:
| Scope | Description |
|---|---|
| All Organizations and system management | Full access to all organizations and system configuration |
| All Organizations management | Access to all organizations, no system configuration |
| Assigned Organizations management | Access limited to specific assigned organizations |
| Assigned Organizations management (simplified) | Same as above, using simplified forms |
| Single assigned Organization management | Access to one assigned organization |
| Office administrator (simplified) | Single organization access with simplified forms |
| Reseller | Reseller-level access to assigned organizations |
| Contact Center Admin | Full access to all contact center features for the assigned organization — all queues, agents, interactions, CDR, and reports |
| Contact Center Supervisor | Contact center access limited to assigned queues for the assigned organization |
| Marketing | CRM and messaging access for the assigned organization — contacts, accounts, leads, lists, custom fields, activities, and messaging channels |
Email. Enter a contact email address.
Mobile Phone. Input a contact mobile number.
Permissions. Check boxes for enabling permissions corresponding to Configuration Manager sections and screens. Enabling a permission will make the corresponding functionality available to the administrator. All the unselected items will not be present on Configuration Manager menus for the administrator, and access permissions will be enforced by the application.
Tenant. For single-tenant scopes (including Contact Center Admin and Contact Center Supervisor), select the tenant this administrator manages.
Tenants. For multi-tenant scopes, specify the tenants associated with this account.
This screen is not for managing tenant level administrators, use Edit Tenant screen for that.
Assigned Queues (Contact Center Supervisor only). After selecting a tenant, use the queue assignment list to specify which queues the supervisor can access. Only interactions, reports, and queue filter options for these queues will be visible to the supervisor.
GUI Language. Select a language from the list of available languages.
Time Zone. Select a time zone from the list of time zones. This will adjust the display of the data stored based on server time zone to the time zone specified.
Contact Center Admin Roles
Two specialized admin roles provide scoped access to contact center features without granting access to PBX configuration:
Contact Center Admin
- Assigned to a single tenant
- Has access to all contact center features: queues, agents, interactions, CDR, recorded calls, and CC reports
- Sees data for all queues in the tenant
- Cannot modify PBX configuration (extensions, routes, trunks, etc.)
Contact Center Supervisor
- Assigned to a single tenant
- Has the same feature permissions as Contact Center Admin
- Data is scoped to assigned queues only — the supervisor sees only interactions, CDR, and reports for the queues they are assigned to
- The queue filter dropdown in Interactions and other screens shows only assigned queues
- Queue assignment is configured in the administrator form after selecting the tenant