Overview
Data Access settings allow Admins and Super Admins to define and restrict Account access levels for Users on their Accounts. These settings can be configured for individual Users which differs from the Access Control List that allows for the creation and application of custom Access settings for multiple Users.
Contents:
Configuring a User's Data Access
1.) Click the Account main menu.
2.) Click the Users menu option.
The Show Users page will open.
3.) Click the Name of the User to open their Settings.
The User Settings page will open on the Credentials tab.
4.) Click the Data Access tab.
Agent Interface Data Access
The Data Access tab displays the Agent Access Settings when first opened. Which controls the User's access within the Agent Interface.
- Agent Queue Access Level:
Controls which Queues the User can access and whether they are Auto Subscribed to one or more of their Queues. Auto Subscription allows the User to answer calls from Queues that are not linked to their Campaign as long as they are in an Unready Status. - Campaign Access Level:
Controls which Campaigns the User can access. - Campaign Group Access Level:
Controls which Campaign Groups the User can access. - Lead Access Level:
Controls the types of Leads that the User can search within the Agent Interface. Select from Everyone's Leads, Leads They Own, and Leads They Last Contacted.
5.) Configure the User's access settings.
- Use the arrow buttons to move items from one list to another.
- Use the single arrows (B&C) to move specific items after highlighting with your cursor.
- Use the double arrows (A&D) to move the whole group of items from one list to the other.
-
The first three sections have a toggle labeled Restrictions. The default selection is Yes, which means that the User has restricted access. Changing these toggles to No will give the User blanket access to everything within this Access Level.
-
For example, if you set Restrictions to No in the Campaign Access Level section, then the User will have access to all existing and any Campaigns created in the future.
-
6.) Click the blue Apply Changes button to save your selections.
Admin Dashboard Data Access
Clicking the Admin Data Access tab will open the User Access Settings for the Admin Dashboard.
- Admin Queue Access Level:
Controls which Queues' Settings the Admin can access. - Campaign Access Level:
Controls which Campaigns' Settings the Admin can access. - Campaign Group Access Level:
Controls which Campaign Groups' Settings the Admin can access. - List Access Level:
Controls which Lists' Settings the Admin can access. - Report Access Level:
Controls which Custom Reports the Admin can access. - User Access Level:
Controls which Users the Admin can access. - Agent Monitor Campaign Access Level:
Controls whether the Admin can access all Campaigns within the Agent Monitor. The Default is set to unrestricted access; to change this, set Restrictions to Yes and select the Campaigns the Admin can access. - Agent Monitor Queue Access Level:
Controls whether the Admin can access all Queues within the Agent Monitor. The Default is set to unrestricted access; to change this, set Restrictions to Yes and select the Queues the Admin can access. - Agent Monitor User Access Level:
Controls whether the Admin can access all Users within the Agent Monitor. The Default is set to unrestricted access; to change this, set Restrictions to Yes and select the Users the Admin can access. - Admin Dashboard Access Level:
Controls whether the Admin can access all Custom Dashboards within the Account. The Default is set to unrestricted access; to change this, set Restrictions to Yes and select the Dashboards the Admin can access.
5.) Configure the User's access settings.
- Use the arrow buttons to move items from one list to another.
- Use the single arrows to move specific items after highlighting with your cursor.
- Use the double arrows to move the whole group of items from one list to the other.
6.) Click the blue Apply Changes button to save your selections.