Organization settings

With organizational settings You control which rights users have. Each tab shows which permissions apply, so you can create the right roles and distribute them to users in your organization.

If you have assigned permission, you can both view and edit settings under that tab.

At the bottom of the page there are suggestions for packaging for different types of users.

Organization settings (full access)

• Provides access to all permissions under the tab:
  • Account

  • Roles & Permissions

  • Users & Teams

  • Guests

  • Telephony system

  • Contacts

  • Survey

  • Insights

This authorization is usually only granted to administrators because it encompasses everything.

Permissions under Organization Settings

Account

• Manage account settings, buy licenses and see audit log.

• Recommended for administrators.

Roles & permissions

• Create roles, edit existing ones, and assign permissions.

Manage cost centers

• Administer cost centers on invoices.

• Suitable for administrators or finance managers.

Users & Teams

• Create and edit users.

• Create and manage teams.

Guests

• Create guest users and generate invitation links.

Telephony system

• Manage everything related to telephony:
  • Buy & assign numbers

  • Create & manage response groups

  • Manage call recordings

Contacts

• Create, edit and delete contact groups.

Opening hours

• Configure opening hours for response groups and IVR menus.

• Suitable for administrators or schedulers.

Labels

• Automatic call labeling via Conversation Intelligence and warnings.

• Suitable for administrators or quality managers.

Survey

• Distribute licenses for survey functions.

• To purchase more licenses, authorization is required. Account.

Insights

• Manage integrations, priorities and connect/disconnect wallboards.

Wallboards

• Create and manage wallboards in real time.

AI in the app

• Provides access to AI features:
  • Automatic summaries

  • Suggested answers

  • AI-based support

• Suitable for customer service, support or administration.

Contact Center

• Administer Contact Center.

• Requires user license Contact Center Agent.

Team

• Users can administer the teams they are part of.

• Create new channels within teams.

Features

Analytics

• Provides access to call statistics and analysis for one or more response groups.

Internal administration

Provides access to search and edit other users within the organization.

Recommended for IT managers or administrators.

Supersearch

• Organization-wide search on:
  • User

  • Response groups

  • IVR

  • Number

• Can be combined with other permissions for easier administration.

Personal settings

• Allows you to access and edit another user's personal settings.

• Facilitates central administration.