
Access rights in the UniTalk personal account
When creating a project in your UniTalk personal account and adding employees in the “Users” section, create your own sip line for each employee, for this you need to “Add a sip line” (example below), their quantity is equal to the quantity of employees and must correspond to your tariff plan .
To assign a certain role to each employee with the appropriate access rights, in the same “Users” section, select “Add user”, fields that need to be filled in will appear:
e-mail
role
internal line
You can assign a specific role to each of the users (owner, manager, administrator, manager, operator), each of which corresponds to certain access rights and has certain functionality and capabilities.
Let’s take a closer look at each role:
1. Operator has access to:
call history
contacts
general statistics, statistics by operators, work schedule (view)
users (view)
my account
technical support
finance (viewing tariffs)
projects
project exit
2. Manager has access to:
call history
contacts, departments
general statistics, statistics by operators, work schedule (view)
users (view)
my account
technical support
finance (viewing tariffs)
projects
project exit
3. The manager has the opportunity to:
call history, requests
contacts, incoming scripts, departments, outside lines, voice menu, audio files
guaranteed dialing
auto call
sites (view)
general statistics, statistics by operators, work schedules
users
my account
technical support
finance (viewing tariffs)
projects
exit
4. Administrator:
call history, requests
contacts, incoming scripts, outgoing scripts, departments, external lines, voice menu, audio files
guaranteed dialing
auto call
sites
dynamic, static tracking
Click to Call
integration ( Google Analytics, AmoCRM, MoySklad, ZohoCRM, ZohoCRM V2, Bitrix24, RoiStat), API
general statistics, statistics by operators, work schedules
users
project settings
my account
technical support
finance (balance, card management, my tariff, all tariffs, referral program)
projects
exit
5. The owner has the same capabilities as the administrator + additionally the ability to delete the project.