Overview

The Roles and Permissions module manages user roles and access levels. Administrators define roles with specific permissions to ensure users access only necessary features, maintaining system security by restricting sensitive functions to authorized personnel.

How to access

• Sidebar (Settings Icon) => Roles and Permissions

How to Use

• Add New Role 

1. Click on “Add New Role”: This will open a form where you can define a new role.

2. Fill in the following fields:

1. Role Name: Enter a name for the role (such as "Manager").

2. Description: Provide a brief description that explains the purpose of the role (e.g., “Manager with powers to manage agents and reports”).

3. Under the Role Details section, you will find a list of system modules, each with checkboxes for permissions (create, modify, delete).

4. Activate or disable permissions: You can enable or disable permissions for each module based on the role's needs. For example:

• Users: Allows the user to manage other users within the system.

• Queues: Gives the ability to manage call queues.

• Ads: Provides access to manage system ads.

• Time Conditions: Allows you to configure routing conditions based on time.

• IVR: Manages your interactive voice response settings.

You can also choose "Select All" to enable all permissions for the module or enable each action individually (create, edit, delete).

5. Save Role: After setting all permissions, click Save to add the role.

• Edit Role

1. Find the role: On the Roles and Permissions page, find the role you want to edit using the search bar or browse the list.

2. Click on the edit icon. There is an edit icon (pen icon) next to each role.

3. Update fields:

1. Modify the role name, description, or permissions as needed.

2. Set permissions by enabling or disabling the create, edit, and delete options for different modules.

4. Save changes: After making changes, click Save to apply the updates.

• Delete Role 

1. Find the role you want to delete: Find the role on the Roles and Permissions page.

2. Click the delete icon. The delete icon (trash can icon) is next to the role you want to remove.

3. Confirm deletion: A confirmation window will appear asking, "Are you sure you want to delete this role?"

4. Click Yes, Delete to confirm the deletion.

5. The role will be permanently removed from the system.