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Manage Permission Group

The Owner of the organization can decide which access to give to which Admins using different Permission Groups. 

1. Manage Organization​

This permission is to decide whether an Admin can access the Manage Organization page and manage Everyone.

PermissionBehaviours
Admin does not have any of the following Permissions:* People * Organization SettingsCannot access Manage Organization page.Admin will see the error Message “Insufficient permissions. Please contact your Organization’s Owner.” when they try to access the page.
Admin has Permission: People > The whole organizationCan access Manage Organization page with following tabs:* Members (Everyone) * Licenses (Everyone) * Teams (Every team)
Admin has Permission: People > Specific teamsCan access Manage Organization page with following tabs:* Members (Assigned team) * Licenses (Assigned team) * Teams (Assigned team)
Admin has Permission: Organization SettingsCan access Manage Organization page with following tabs:* Address * Audit * Digital Identity * Inbound Call Rule * Invoices * Organization Connect * Outbound Call Rule * Payment * Public Holiday * Usage History

2. People​

This permission is to decide whether an Admin can access and do the configuration for other members of the organization. 

For Organization Management​

MenuActionOWNERADMIN (With permission to manage People in the whole organization)ADMIN (With permission to manage People but assigned to manage a few Teams)MEMBER
LicensesProvision License✅✅✅❌
Assign Users✅✅✅❌
Assign Addon Licenses✅✅✅❌
MembersCreate Admins✅❌❌❌
Create Members✅✅✅❌
Search Users✅✅✅❌
Import Members✅✅✅❌
Export Users List✅✅✅❌
Change Role (Admin ⇄ Member)✅❌❌❌
Disable/Enable Members' Accounts✅✅✅❌
Enable VIP Member✅❌❌❌
Give permission to manage Organization Settings✅❌❌❌
Send Activation Emails to Pending Users✅✅✅❌
Delete Pending Members' Accounts✅✅✅❌
Export Pending Users List✅✅✅❌
Delete Disabled Members' Accounts✅✅✅❌
TeamsCreate Teams✅✅❌❌
Search Teams✅✅✅❌
Edit Team's Name✅✅✅❌
Disable/Enable Teams✅✅✅❌
Assign Admins to manage Teams✅✅❌❌
Add Members to Teams✅✅✅❌
Manage Teams✅✅✅❌

For Phone System​

This permission will also relate to the Phone System permission.

PeoplePhone SystemPermission
❌❌Configure personal Phone System settings for themselves only.
❌✅Can configure personal Phone System settings for themselves.   Can configure Phone System's system settings.
✅ (whole organization)❌Can configure personal Phone System settings for: - Themselves - Everyone in the organization - Members in all teams
✅ (whole organization)✅Can configure personal Phone System settings for: - Themselves - Everyone in the organization - Members of all teams   Can configure Phone System's system settings.
✅ (Specific Teams only)❌Can configure personal Phone System settings for: - Themselves - Members of assigned teams
✅ (Specific Teams only)✅Can configure personal Phone System settings for: - Themselves - Members of assigned teams   Can configure Phone System's system settings.

In order to give thispermission to the Admins, follow the below steps:

  1. Click on the Profile icon
  2. Go toManage Organization
  3. Select Members tab
  4. Choose a particular Admin to whom you would like to grant permission
  5. SelectPermissionstab
  6. Click on People
  7. Select Specific teams. A drop-down menu will appear and Owner will choose the desired teams
  8. Click Save

### 3. Organization Settings

By default, only the Owner can access certain tabs to update and change the information. If the Owner would like his Admins to manage it, he will need to give the access rights to them.

If this permission is granted, Admins will be granted access to the following information of the organization:

  • Address: Can view the details only.
  • Audit: Check the activity history.
  • Digital Identity: Can access the Digital Identity tab to use:
    • SingPass to verify if the Organization is used for Individual purpose
    • CorpPass to verify if the Organization is used for Company purpose
  • Invoice: View and Download all of the invoices (waiting or paid) of the Organization.
  • Organization Link: Connect and Manage the linked Organization.
  • Payment: Check credits, perform top-up, and manage credit cards.
  • Usage History: Download Call/SMS/DNC/Fax/Payment monthly usage.

In order to give this permission to the Admins, follow the below steps:

  1. Click on the Profile icon
  2. Go toManage Organization
  3. Select Members tab
  4. Choose a particular Admin to whom you would like to give permission
  5. SelectPermissionstab
  6. In the Organization Settings section, turn on to grant access
  7. Grant

4. Contact​

The Contact menu is to support the following use cases:

  • Company Blacklist/Whitelist
  • Personal Whitelist

### Permissions

The Contact page is controlled by the Contact Permission Group.

  • Owner has full access to the Contact > Company Blacklist/Whitelist.
  • Admin must be granted permission by Owner to access Contact > Company Blacklist/Whitelist.
  • Member cannot access Contact > Company Blacklist/Whitelist.

Note:​

To learn more about Company blacklist/whitelist and Personal Whitelist Click Here

 

5. Phone System​

This permission is to decide whether an Admin can access the Phone System's system settings.

This permission will relate to the People permission.

 

In order to give this permission to the Admins, follow the below steps:

  1. Click on the Profile icon
  2. Go toManage Organization
  3. Select Members tab
  4. Choose a particular Admin to whom you would like to give permission
  5. SelectPermissionstab
  6. In the Phone System section, turn on to grant access
  7. Grant

### 6. Developer

This permission is to decide whether an Admin can access the Developer settings.
In order to give this permission to the Admins, follow the below steps:

  1. Click on the Profile icon
  2. Go toManage Organization
  3. Select Members tab
  4. Choose a particular Admin to whom you would like to give permission
  5. SelectPermissionstab
  6. In the Developer section, turn on to grant access
  7. Grant

### 7. Auto Attendant

This permission is to decide whether an Admin can access the Auto Attendant settings.
In order to give this permission to the Admins, follow the below steps:

  1. Click on the Profile icon
  2. Go toManage Organization
  3. Select Members tab
  4. Choose a particular Admin to whom you would like to give permission
  5. SelectPermissionstab
  6. In the Auto Attendant section, turn on to grant access
  7. Grant

Once the permission is granted, the Admin will be able to access the Auto Attendant settings page.

### 8. SIP

This permission allows an Admin to have access to the SIP settings and SIP information.
In order to give this permission to the Admins, follow the below steps:

  1. Click on the Profile icon
  2. Go toManage Organization
  3. Select Members tab
  4. Choose a particular Admin to whom you would like to give permission
  5. SelectPermissionstab
  6. In the SIP section, turn on to grant access
  7. Grant

### 9. Dashboard

This permission allows an Owner to grant access to the Dashboard settings to certain Admins. Only the Admins that have been given access to Dashboard can see the Dashboard icon and access it.
In order to give this permission to the Admins, follow the below steps:

  1. Click on the Profile icon
  2. Go toManage Organization
  3. Select Members tab
  4. Choose a particular Admin to whom you would like to give permission
  5. SelectPermissionstab
  6. In the Dashboard section, turn on to grant access
  7. Grant

### 10. File Explorer

This permission allows an Owner to grant permission to the Users - Admin Roles to File Explorer. Once the Admins have access to it, they can access and download Call Recording files.

In order to give this permission to the Users, follow the below steps:

  1. Click on the Profile icon
  2. Go toManage Organization
  3. Select Members tab
  4. Choose a particular User to whom you would like to give permission
  5. SelectPermissionstab
  6. In the File Explorer section, turn on to grant access
  7. Grant

### File Explorer - Owner's View

File Explorer - Admin's View​

Admin who has been granted access to File Explorer can download the call recording files.