Roles and Permissions

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Define Roles

Roles allow you to manage the access users have within your account.  Each account comes with a user and administrator role.  Custom roles can be created and defined to give access to specific portions of the account.

 

1. Log in to your portal as an administrator
    
2. From the main page, click Roles & Permissions on the left-hand side.
    
3. Click Create Role to create a new role, or click on an existing role to modify it.
   
   
    
4. Add or modify the Role Name
   
   
    
5. Define permissions for each tab
   
   

   Records & Access	Applications	Admin Settings
   Control Permissions for the legacy NextivaCRM	Control access to the voice analytics tool and the legacy surveys	Control what administrator access the role has in the account.
   For each section, you can control if the role can view, add and edit, or delete existing records.  You can give access to all records, records only created by the user, or nothing. Accounts - Manage account records within the CRM Contacts - Manage contact records within the CRM Leads - Manage lead records within the CRM Products - Manage product records within the CRM Opportunities - Manage opportunity records within the CRM Case Access - Manage case records within the CRM	Analytics - Allow access to the analytics application Dashboard Builder - Allow the role access to the dashboard builder tool within the Analytics application. Analytics - Allow access to legacy CRM analytics Voice Analytics - Allow access to the voice analytics tool Call Recordings - If the advanced recording feature is enabled, allow the role access to recordings in the Analytics application. Nextiva Surveys - Allow access to the legacy survey application View - Control if the role can view all surveys, only surveys they created, or none of the surveys. Add and Edit - Control if the role can create and modify all surveys, only surveys they created, or none of the surveys. Delete - Control if the role can delete all surveys, only surveys they created, or none of the surveys.	Account Info & Billing - Give the role access to general account management Account Info & Billing - Give the role access to the Account Info and Billing sections. Manage Licenses - Give the role the ability to manage license assignment. People - Allow the role to manage users and teams  Manage Users - Allow the role to create, modify, and disable users. Manage Teams - Allow the role to create and modify teams. Manage Roles & Permissions - Allow the role to create and modify existing roles and permissions within the portal. Data - Manage data within the legacy CRM Import - Import customer data (legacy CRM) Export - Export customer data (legacy CRM) Communication - Manage communication settings within the account Manage Voice - Create, modify, and delete call flows Manage Chat - Create, modify, and delete legacy chat flows Customer Journey - Manage the legacy customer journey tools Manage Smart Topics - Create, modify, and delete legacy smart topics. Manage Experience Score - Determine criteria for customer experience score within the legacy CRM.

    
6. Click Save.
    
7. Assign the role to a user by editing their profile.