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Customize User Permissions

There are over a dozen individual permissions you can assign Users to provide flexibility in managing your smrtPhone system

Jordan Fleming avatar
Written by Jordan Fleming
Updated over a week ago

Account Owners can make global changes to your smrtPhone system. Users cannot.

However, as an Account Owner, you can provide your Users with certain sets of permissions.

Types of Permissions/Roles within smrtPhone

Granular permissions allow for more customizable roles in smrtPhone:

  1. Account Owner - All permissions

  2. Users - Different permission options that you choose, based on your own company

Account Owner

There is only one Account Owner per smrtPhone account. The first person to set up the smrtPhone account is automatically labeled as the Account Owner.

The Account Owner has access to make global changes across the account. However, with User permissions, Account Owners can also delegate certain people to have access to specific settings.

Default settings for Users

Users, by default, have access to smrtPhone's functionality but cannot see sensitive information or make global changes. They can make and receive calls and texts, update their own Voicemail, and access any calls or texts sent to Teams they have been assigned to.

User Permissions

Users can be given greater access to manage their smrtPhone account. You can assign these permissions at the time when you invite a User into your system, or you can modify their User permissions from the Admin Panel in the smrtPhone dashboard from Users > Settings Tab.

Reminder: It's important that anyone who gets increased permissions is someone you trust!

There are three broad buckets of User permissions:

You can toggle on/off an entire section of permissions, or you can individually select the permissions you'd like to assign.

➑️ Once a User has been given the ability to View/Edit User Settings (under Activity Management) that person can now update the User permissions for all other Users, except their own.

Finance and Billing Permissions

You can allow a User to have access to all permissions in this section by toggling on the header button. Or, you can customize more specifically by toggling on/off individual capabilities.

finance and billing
  • See usage and Call/SMS logs - Allows Users to access the Call/SMS tab from the Dashboard and see logs for all users.

  • Change subscription levels and smrtDialer seats activate trials - Allows Users to access the Billing and Logs tab and activate new trials, operate changes to the subscription levels, as well as modify the number of seats in smrtDialer.

  • Activate/Deactivate Auto Top-up, add credit manually - Allows Users to access the Billing page and manage Auto Top-Up and/or credit information.

  • View and update payment methods - Add or update credit cards on file.

Activity Management Permissions

Again, you can allow your User to have full permission for all items in this section or customize capabilities.

activity management
  • Add, remove, and update Users and Teams - Manage all Users, including inviting new Users and organizing them into Teams.

  • View/Edit individual User Settings (including Pro settings) - Allows Users to update User permissions for others, as well as determine if a User has customized settings for the Call Engine or if they will use the global company default.

  • Buy/View Phone Numbers, edit Friendly Names, assign Call Flows - Grants access to the Phone Number section of the Admin Panel.

  • Edit, add, and delete inbound Call/SMS Flows - Gives control over the Flow Builder section of the Admin Panel.

  • View and use Call Monitoring (Pro) - Allows Users to Listen, Whisper, and Barge on live calls. (Only available for Pro subscribers.)

  • View Reporting Center - Access the KPI reporting from the smrtPhone dashboard.

  • Manage smrtDialer - Create/modify/archive Campaigns and assign agents.

Account Management Permissions

Give Users access to all facets of Account Management, or specific permissions:

account management
  • Edit all Account Settings, localization, Caller IDs, and addresses - Modify the global account settings including CRM setup.

  • Can edit all account plugins - Control the plugins used with smrtPhone, from the Marketplace section of the Admin panel.

  • Manage Call Recordings - View, download and delete Call Recordings from the Account Menu.

  • Access and control Media Manager - Upload or create recordings for use throughout smrtPhone and smrtDialer.

  • Access & Manage Contacts - Manage the Contacts Page within your system.

  • Manage Trust Center and CRM Setup - Manage all Trust Center Setup, like Brand Registration or CNAM, except Identity verification which can be done only by the Account Owner.

Note for current Customers:

  • Account Owners will always have all permissions.

  • Users will have no additional permissions until they are explicitly given.

  • In 2023 we phased out the concept of Administrators from our system, and here is how we handled that transition:

    • Current Administrators [Users with bulk Permissions] will default to having matched permissions of what they currently have - User & Team management, Call Flow management, Phone Number Management, Media Manager Access, Call Logs, and Call Recordings. They can then manually be given greater access to more permissions such as billing, subscriptions, etc.

learn more about user permissions

πŸ’‘ User and Team Management β‡’

πŸ’‘ Overview of Admin Dashboard β‡’

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