Admins: Configure Admin Roles and Privileges

Written By Samuel Grinis (Super Administrator)

Updated at April 1st, 2020

Once you have created the department, you can create a Role with appropriate privileges and assign the role to the department administrator.

Defining a Role

To define a role for the department – you must navigate to that specific Organization.

 

When the sub-organization page loads,

  1. Click Administrators.
  2. Click Roles and Privileges.
  3. Click + Create Role to create a new role.
Different privileges can be assigned by checking various features under each section. 
  • Select the checkbox to assign the privileges. 
  • If single or multiple checkboxes of a section are selected, the link for that section will get highlighted in the header link. 

Privilege types

Accounts

This privilege allows an administrator to View user accounts; Invite new users; Edit and Move and Delete existing accounts.

Administrators

This privilege allows an administrator to View all other Administrators; Create new Administrator IDs; Edit existing information for other Administrators or Delete an existing Administrator ID.

API Users

This privilege allows an administrator to View user accounts; Create new API users; Edit and Delete existing API users.

Reports

This privilege contains three main categories such as View, Download and ADK APIs 

Options under ADK APIs

  • Call recording shows the recorded calls.
  • Message logging shows the recorded messages.
  • SMS Opt-In

Options applicable for View & Download

  • Consumption Metrics – are usage charts summarized for that organization.
  • User Metrics – is a summary of usage across users in that organization.
  • Administrator Activity – shows the Administrator’s activities on the portal.
  • Activities – are the detailed records (Movius CDRs) around the activity. As this is highly sensitive data, only authorized users should have access to this privilege.
  • Call recording shows the recorded calls.
  • Message logging shows the recorded messages.
  • SMS Opt-In


Setup

Grant View and Edit settings

Edit settings

  • Company Profile – Provides Company details.
  • Invitation Templates – Provides options for SMS and Email Invitation templates.
  • Manage Alerts – Provides options for the Alerts to Administrators.
  • Domain Restriction – Provides the ability to restrict invitation access to domains.
  • Application Version – Provides details about the MultiLine application.
  • Two Factor Authentication – Provides an additional layer of security to control suspicious login activity.
  • Webhook Events
  • Number Management – Provides the options for managing the numbers allocated to an organization.
  • User Permissions – Provides the ability to define features available on the application.
  • Feature Settings – Mobile Recording (Call Recording & Message Logging) – Provides options around Mobile Recording. 
  • Messages – Synchronization & Multimedia Messages.
  • SMS Opt-In – Allows access to the Call and SMS recordings using the ADK.
  • In-App Messaging
  • Branding – Portal & Mobile App.

View settings

  • Company Profile – Provides Company details.
  • Invitation Templates – Provides options for SMS and Email Invitation templates.
  • Manage Alerts – Provides options for the Alerts to Administrators.
  • Domain Restriction – Provides the ability to restrict invitation access to domains.
  • Application Version – Provides details about the MultiLine application.
  • Two Factor Authentication – Provides an additional layer of security to control suspicious login activity.
  • Webhook Events
  • Number Management – Provides the options for managing the numbers allocated to an organization.
  • User Permissions – Provides the ability to define features available on the application.
  • Feature Settings – Manage Recording (Call Recording & Message Logging) - Provides options around Mobile Recording. 
  • Messages – Synchronization & Multimedia Messages.
  • SMS Opt-In - Allows access to the Call and SMS recordings using the ADK.
  • In-App Messaging
  • Roles and Privileges

    This section allows the administrator to:

    • View all the roles; 
    • Create a new role; 
    • Edit an existing role;
    • Delete an existing role.

    Help

    This section allows the administrator to View or Edit the help contents.

    Profile

    This section allows the administrator to:

    • View Administration Profiles and Sub-Organizations
    • Edit Administration Profiles and Sub-Organizations
    • Create Sub-Organization
    • Deletesub-organizations



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