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Manage Permission Group

Updated at July 31st, 2024

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Table of Contents

1. People For Organization Management For Phone System 2. Organization Settings 3. Contact Permissions Note: 4. Phone System 5. Developer 6. Auto Attendant 7. SIP 8. Dashboard 9. File Explorer File Explorer - Owner's View File Explorer - Admin's View

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

1. People

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

For Organization Management

Menu	Action	OWNER	ADMIN (With permission to manage People in the whole organization)	ADMIN (With permission to manage People but be assigned to manage a few Teams)	MEMBER
Licenses	Provision License	✅	✅	✅	❌
	Assign Users	✅	✅	✅	❌
	Assign Addon Licenses	✅	✅	✅	❌
Members	Create 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	✅	❌	❌	❌
Teams	Create 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.

People	Phone System	Permission
❌	❌	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 this permission to the Admins, follow the below steps:

Click on the Profile icon
Go to Manage Organization
Select Members tab
Choose a particular Admin to whom you would like to grant permission
Select Permissions tab
In the People section, turn on to grant access

If you would like the Admin to manage specific team(s) only, go to step 7. Otherwise, ignore this.

7. Click Assign to manage team only

8. Choose created Teams > Assign

2. 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:

Click on the Profile icon
Go to Manage Organization
Select Members tab
Choose a particular Admin to whom you would like to give permission
Select Permissions tab
In the Organization Settings section, turn on to grant access
Grant

3. 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

4. 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:

Click on the Profile icon
Go to Manage Organization
Select Members tab
Choose a particular Admin to whom you would like to give permission
Select Permissions tab
In the Phone System section, turn on to grant access
Grant

5. 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:

Click on the Profile icon
Go to Manage Organization
Select Members tab
Choose a particular Admin to whom you would like to give permission
Select Permissions tab
In the Developer section, turn on to grant access
Grant

6. 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:

Click on the Profile icon
Go to Manage Organization
Select Members tab
Choose a particular Admin to whom you would like to give permission
Select Permissions tab
In the Auto Attendant section, turn on to grant access
Grant

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

7. 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:

Click on the Profile icon
Go to Manage Organization
Select Members tab
Choose a particular Admin to whom you would like to give permission
Select Permissions tab
In the SIP section, turn on to grant access
Grant

8. 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:

Click on the Profile icon
Go to Manage Organization
Select Members tab
Choose a particular Admin to whom you would like to give permission
Select Permissions tab
In the Dashboard section, turn on to grant access
Grant

9. 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:

Click on the Profile icon
Go to Manage Organization
Select Members tab
Choose a particular User to whom you would like to give permission
Select Permissions tab
In the File Explorer section, turn on to grant access
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.

group manage permission group

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Manage Permission Group

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1. People

For Organization Management

For Phone System

2. Organization Settings

3. Contact

Permissions

Note:

4. Phone System

5. Developer

6. Auto Attendant

7. SIP

8. Dashboard

9. File Explorer

File Explorer - Owner's View

File Explorer - Admin's View

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