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Access rights in the UniTalk personal account

Publication date: 04.06.2022

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 .

screenshot_1-4

 

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

screenshot_2-4

 

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.