Docs/Administration/User Management & Roles
Administration

User Management & Roles

2 min read

The platform uses a four-tier role hierarchy to control access and permissions.

Role Hierarchy

Master Admin

  • Full platform access
  • Create and manage tenants
  • Configure global settings (SIP trunks, DIDs)
  • View cross-tenant reports
  • Manage subscription tiers
  • Tenant Admin

  • Full access within their tenant
  • Create and manage users (Managers, Agents)
  • Configure campaigns, IVR, and routing
  • Access tenant-specific reports
  • Set business hours and preferences
  • Manager

  • Oversee assigned agent teams
  • Access team reports and dashboards
  • Monitor agent activity in real-time
  • Manage campaign assignments
  • Agent

  • Access the WebRTC softphone
  • Handle assigned inbound and outbound calls
  • View personal performance stats
  • Update call dispositions and notes
  • Creating Users

  • Log in as Tenant Admin (or Master Admin)
  • Navigate to User Management
  • Click "Add User"
  • Fill in: Name, Email, Username, Password, Role
  • Assign skills (for agents)
  • Click "Create User"
  • Assigning Skills

    Skills determine which queues and campaigns an agent can handle:

  • Navigate to the agent's profile
  • Click **"Manage Skills"**
  • Add relevant skills (e.g., Sales, Support, Billing, Spanish)
  • Set proficiency level if applicable
  • Still have questions about user management & roles?

    Contact our support team