Roles

The Roles application is used to grant permissions in Live Managers for users via user groups. There is a default "All Users" user group, that will include all of the users on your account and will update automatically as users are added or removed. 


You can also create your own user groups to customize the permissions those users have. For example, you may have a "Customer Service" user group and an "Management" group. The permissions would vary based on the permissions you'd like each group to have. 


You can create an allow or prevent type permission for the feature, such as:


‘Allow Access to Extension 1000 Settings’

‘Prevent Access to Voicemail Box 2000’

‘Prevent Access to All User Role Group’

‘Allow Access to A-Team Role Group’

‘Prevent Access to Extension 1000 Allow Permission’


The feature level permissions are automatically ready to use, such as:


‘Allow Access to Extensions’

‘Allow Access to Voicemail Boxes’

‘Allow Access to Roles’

‘Allow Access to Custom Permissions’

‘Prevent Access to Extensions’

‘Prevent Access to Voicemail Boxes’

‘Prevent Access to Roles’

‘Prevent Access to Custom Permissions’



Prevent Role will always take priority in this application. 


The rule for permissions is allow access until denied, an example:


An account that has not used this feature users have access to all features. If you add a prevent role to the All Users Role Group, you will prevent all users Access to that feature. To give access to a manager group, giving their Role Group the complementary Allow permission will not grant them access, because they are also in the All Users Role Group, and a prevent role takes priority always. A way to solve this problem would be to create groups for the non-managing users and prevent their access. You can grant limited access with custom permissions but keep in mind that roles that prevent access take priority.


Custom Permissions take priority over the pre-made Feature Permissions. If you prevent access to extensions for the All Users group, you can still create custom permissions to grant access to the extensions users need to manage. Since your user is a part of the All Users Group, it would be a good idea to create groups for your users to better manage them.


How to Create Roles:


1. Go to "Settings" --> "Roles"


2. Select "Create New Group" on the left side of the page. 


3. Here you may customize your user group and their permissions by using the drop down menus. 



Once you added all the users and permissions desired, Save your changes. 


Now that you have your user group created, you can further customize by using the Custom Permissions. 


Custom Permissions

Custom Permissions allow you to grant or revoke permissions for specific user groups, while maintaining your own personal access to all Roles. 

 

A custom permission will be created under the "Custom Permissions" application, then applied to a user group in the "Roles" application. 

 

Currently, the following can be used with Custom Permissions:


Extensions 

Voicemail Boxes

Roles

Permissions


How to Create Custom Permissions:


1. Go to "Settings" --> "Custom Permissions"


2. Select "Create New Group" on the left side of the page. 


3. Here you can select the details of your permissions:


Permission Name: Name you'd like the permission to be called

Feature: Extension, Voicemail Boxes, Roles, or Permissions

Permission Type: Al

Custom Permission: Select from a drop down of applicable permissions. (I.e. voicemail boxes will list all voicemail boxes under your account. Permissions will list 




Once you added all the permissions desired, Save your changes. 


Now you can go back to "Roles" and select the User Group you'd like and apply any custom permissions you have created.