PBX User Scopes - Access Types
The RingLogix White Label Hosted PBX Platform offers multiple User types which grant different levels of access to the management portal. In some cases they may control what features or settings a User will have access to.
These access levels are referred to as Scopes. A Users scope is assigned when the User is originally created and can be changed by editing the User in the PBX Manager section RingLogix app.
In this article we will cover the available scopes, when to use them and how to edit them.
The following scopes can be assigned to any User.
Basic User.
This is the main scope that you will assign to a hosted PBX User. They will have access to most features of the platform including the mobile apps, web phones and attendant console. When a Basic User logs into the PBX portal they will be able to manage their extension and settings. They can also view their call history.
Office Manager.
An Office Manager has the same privileges as a Basic User plus they are granted access to the Organizations main PBX settings. This means they can add and edit core features like Auto Attendants, Call Queues, global Time Frames, etc... Office Managers can also view and edit all Users in their PBX System.
Call Center Agent.
A Call Center Agent is an upgrade from a Basic User. They have the same privileges plus access to an additional Call Center Agent page. On this page they can view queues they are members of and the queues overall status. In addition Agent can log in and out of queues and change their status.
Call Center Supervisor.
A Call Center Supervisor is an upgrade from a Basic User. They have the same privileges plus access to an additional Call Center Supervisor page and some of the global PBX settings. On the Supervisor page they can view all queues they have access to, see the systems call activity, view a real time stats grid and view all Agents with their status. Supervisors are also able to run advanced Call Center Reports and view real-time stats on any Agent. A Supervisors settings can be managed by an admin or another Office Manager. For more information on the Supervisor view please see the Call Center articles.
No Portal.
This scope is typically reserved for special "hidden" or System Users. Since a User record is a very powerful and flexible entity the PBX may use them for certain features. If you wanted to block portal access for a specific User you could change their scope to No Portal.
These access levels are referred to as Scopes. A Users scope is assigned when the User is originally created and can be changed by editing the User in the PBX Manager section RingLogix app.
In this article we will cover the available scopes, when to use them and how to edit them.
The following scopes can be assigned to any User.
- Basic User
- Office Manager
- Call Center Agent
- Call Center Supervisor
- No Portal
Basic User.
This is the main scope that you will assign to a hosted PBX User. They will have access to most features of the platform including the mobile apps, web phones and attendant console. When a Basic User logs into the PBX portal they will be able to manage their extension and settings. They can also view their call history.
Office Manager.
An Office Manager has the same privileges as a Basic User plus they are granted access to the Organizations main PBX settings. This means they can add and edit core features like Auto Attendants, Call Queues, global Time Frames, etc... Office Managers can also view and edit all Users in their PBX System.
Call Center Agent.
A Call Center Agent is an upgrade from a Basic User. They have the same privileges plus access to an additional Call Center Agent page. On this page they can view queues they are members of and the queues overall status. In addition Agent can log in and out of queues and change their status.
Call Center Supervisor.
A Call Center Supervisor is an upgrade from a Basic User. They have the same privileges plus access to an additional Call Center Supervisor page and some of the global PBX settings. On the Supervisor page they can view all queues they have access to, see the systems call activity, view a real time stats grid and view all Agents with their status. Supervisors are also able to run advanced Call Center Reports and view real-time stats on any Agent. A Supervisors settings can be managed by an admin or another Office Manager. For more information on the Supervisor view please see the Call Center articles.
No Portal.
This scope is typically reserved for special "hidden" or System Users. Since a User record is a very powerful and flexible entity the PBX may use them for certain features. If you wanted to block portal access for a specific User you could change their scope to No Portal.
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