Manager Role

The Manager is a new role that has a wider range of permissions than the Agent. With the certain setup, the Manager may have identical access with the Administrator. The only essential difference is that the Manager cannot create, edit or manage other users with Manager or Administrator roles.

Note: Managers have full control over Agents only if they have access to Team.

Access to account sections

You can define the Manager’s access to the following account sections:

• Team
• Call Flow
• Numbers & Web widgets
• Account

Team

Checked: allows the Manager to manage any Agents.

Not checked: this section will be only available with view permissions.

Call Flow

Checked: the Manager will have the same permissions as the Administrator, with the only difference that the Manager can only edit Agent profiles.

Not checked: this section will be only available with view permissions.

Numbers & Web widgets

Checked: the Manager will have the same permissions as the Administrator.

Not checked: this section is unavailable.

Account

Checked: the Manager will have the same permissions as the Administrator, except they won’t be able to request account cancellation.

Not checked: this section is unavailable.

Access to calls & voicemails

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Additionally, you can select the business numbers and web widgets the Manager will have access to in their Journal.

In the example below, the Manager will see all calls and VMs coming to local numbers: NY, LA and Toronto, along with the widget called Widget name.

However, calls to/from San Francisco will be unavailable for the Manager.

Access to messages

Just like with Agents, you can assign the business number(s) the Manager will have access to, meaning this Manager will be able to view and send SMS/MMS from the selected business number(s).

Access to outgoing calls

Just like with Agents, you can assign the business number(s) the Manager will be able to use for outbound calls.