Each person with a portal login has an access level. Managers with Manage people access can change it.
- In the client portal, go to People (under Phone set-up) and choose the person.
- Choose the Access tab.
- Pick an Access level:
- Phone user: their own phone, calls and voicemail, and their call recordings.
- Office admin: invoices, documents, support requests and company details.
- Phone manager: people, numbers, everyone’s calls and recordings, reports and live calls.
- Full access: everything.
- Or change individual switches: the level then shows as Custom.
- Press Save access.
Good to know
- You can’t give anyone more access than you have yourself.
- The main account always has full access.
- Someone joining? + Someone’s joining asks for their access level as you set them up (see add someone who’s joining).