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.
- No Portal
- Basic User
- Call Center Agent
- Call Center Supervisor
- Office Manager
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.
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.
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.
From the portal, a Basic User has access to the following:
- Home: view voicemail messages, call history, and phones, and answering rules
- Messages: view voicemail messages, start a chat conversation
- Contacts: view contact information for all of the users in the same domain
- Answering Rules: edit allowed / blocked numbers, add or edit answering rules
- Time Frames: add or edit a time frame
- Phones: the link to download SNAPmobile is found here and assigned phones
- Music on Hold (MOH): view admin-provided MOH, or upload user's MOH
- Call History: view, export call history
Call Center Agent.
The scope of a Call Center Agent is similar to the access level of a Basic User, but they can also view information in the queue(s) they have been assigned to, record their call dispositions, and log-in/log-off from their assigned queues.
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.
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.
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