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🛡️ Roles Management

The Roles section is your central hub for defining and managing user roles with granular permissions. Create role-based access controls to ensure users have exactly the permissions they need for their specific responsibilities.

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🔍 Overview

The Roles management interface provides comprehensive control over user access across your entire system. It allows you to:
  • 🎭 Define custom roles with specific permission sets
  • 🔐 Assign granular permissions across all system modules
  • 📊 Monitor role usage and modification history
  • ⚡ Streamline user management with role-based access
  • 🛡️ Enhance security through principle of least privilege
Roles Management Overview

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📋 Role Information & Fields

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🗂️ Core Role Data

FieldDescriptionPurposeFormat
🎭 Role NameUnique identifier for the roleRole identification and displayText (up to 50 characters)
📅 Created AtRole creation timestampAudit trail and trackingMM-DD-YYYY HH:MM format
🔄 Updated AtLast modification dateChange tracking and historyMM-DD-YYYY HH:MM format
👥 Assigned UsersNumber of users with this roleUsage monitoringNumeric count
⚙️ ActionsAvailable role operationsRole management controlsEdit/Delete/Permissions

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⚙️ Role Management Actions

➕ Add Role

  • Purpose: Create new custom roles
  • Use Case: Define roles for new departments or functions
  • Workflow: Name role → Assign permissions → Save

🔐 Assign Permissions

  • Purpose: Configure role capabilities
  • Use Case: Define what actions users can perform
  • Access: Granular control across all modules

✏️ Edit Role

  • Purpose: Modify role name and basic details
  • Use Case: Update role names or descriptions
  • Impact: Changes apply to all assigned users

🗑️ Delete Role

  • Purpose: Remove obsolete roles
  • Use Case: Clean up unused or outdated roles
  • Safety: Confirmation required before deletion

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🔐 Permissions Management

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🗝️ Comprehensive Permission Categories

The permissions interface provides granular control across 20+ system modules: Permissions Management Interface
Smart Permission Selection: When you select “All Modules”, all individual module permissions are automatically enabled. Similarly, when you select any individual module, all sub-permissions within that module are automatically selected, streamlining the permission assignment process.

📊 Dashboard Access

Permissions Available:
  • View Dashboard
  • View Leader Board
Smart Selection: Selecting the Dashboard module automatically enables all dashboard-related permissions for streamlined access control.Use Case: Control access to analytics and performance data

👥 User Management

Permissions Available:
  • View Users
  • Add Users
  • Edit Users
  • Delete Users
Smart Selection: Selecting the User Management module automatically grants all user-related permissions, ensuring complete administrative access.Use Case: Manage user account lifecycle and administration

🎭 Role Management

Permissions Available:
  • Assign Role Permission
  • View Role
  • Add Role
  • Edit Role
  • Delete Role
Smart Selection: Selecting the Role Management module automatically enables all role and permission management capabilities.Use Case: Control who can manage roles and permissions

📞 Phone Numbers

Permissions Available:
  • View Phone Numbers
  • Purchase Phone Numbers
  • Delete Phone Numbers
Smart Selection: Selecting the Phone Numbers module automatically grants all telephony management permissions.Use Case: Manage telephony infrastructure and costs
Permissions Management Interface
Smart Permission Selection: When you select any individual module, all sub-permissions within that module are automatically selected.

📋 Disposition Management

Permissions Available:
  • View Disposition
  • Add Disposition
  • Edit Disposition
  • Delete Disposition
  • Only Assign Role
Use Case: Control call outcome and disposition tracking

💬 SMS Templates

Permissions Available:
  • View SMS Template
  • Add SMS Template
  • Edit SMS Template
  • Delete SMS Template
Use Case: Manage messaging templates and content

📝 Contact Fields

Permissions Available:
  • View Contact Fields
  • Add Contact Fields
  • Edit Contact Fields
  • Delete Contact Fields
Use Case: Customize contact data structure

📚 PowerLists

Permissions Available:
  • View PowerLists
  • Add PowerList
  • Edit PowerList
  • Delete PowerList
  • View All PowerLists
  • Download PowerList
Use Case: Manage contact lists and data import/export

👤 Contacts

Permissions Available:
  • View Contacts
  • Add Contact
  • Edit Contact
  • Delete Contact
  • View All Contacts
Use Case: Control contact data access and management

🔗 Webhooks

Permissions Available:
  • View Webhooks
  • Add Webhook
  • Edit Webhook
  • Delete Webhook
  • View All Webhooks
Use Case: Manage system integrations and automation

📈 Reports

Permissions Available:
  • View Call Reports
  • View Users Timesheet
Use Case: Control access to analytics and reporting data

👥 Teams

Permissions Available:
  • View Teams
  • Add Team
  • Edit Team
  • Delete Team
  • Assign Users
  • View Data Only Assign Users
Use Case: Manage team structure and user assignments

💳 Billing

Permissions Available:
  • Manage Subscription
  • Transaction History
  • Usage History
Use Case: Control financial and billing access

🏷️ Contact Tags

Permissions Available:
  • View Contact Tag
  • Add Contact Tag
  • Edit Contact Tag
  • Delete Contact Tag
  • Contact Tag Only Assign Role
Use Case: Manage contact categorization and organization

📋 PowerList Tags

Permissions Available:
  • View Powerlist Tag
  • Add Powerlist Tag
  • Edit Powerlist Tag
  • Delete Powerlist Tag
  • Powerlist Tag Only Assign Role
Use Case: Organize and categorize contact lists

⚡ Trigger Hooks

Permissions Available:
  • View Trigger Hooks
  • Add Trigger Hooks
  • Edit Trigger Hooks
  • Delete Trigger Hooks
  • Trigger Hooks Only Assign Role
Use Case: Manage automation triggers and workflows
Permissions Management Interface
Smart Permission Selection: When you select any individual module, all sub-permissions within that module are automatically selected .

🤖 AI Management

Permissions Available:
  • View/Create/Delete AI Knowledge
  • View/Create/Delete AI Agent
  • View/Create/Delete AI Number
  • View/Create/Delete AI Agent Prompt
  • View AI Dashboard
  • View All AI Agent
Use Case: Control AI features and agent management

🎙️ Voice Templates

Permissions Available:
  • View Voice Template
  • Add Voice Template
  • Edit Voice Template
  • Delete Voice Template
Use Case: Manage voice campaign templates

📱 10DLC Management

Permissions Available:
  • View/View All/Add/Edit/Delete 10DLC Profile
  • View/View All/Add/Edit/Delete 10DLC Brand
  • View/View All/Add/Edit/Delete 10DLC Campaign
Use Case: Manage SMS compliance and carrier requirements

📢 Voice Campaigns

Permissions Available:
  • View Voice Campaign
  • Add Voice Campaign
  • Edit Voice Campaign
  • Delete Voice Campaign
Use Case: Control outbound calling campaigns

📝 PowerList Notes

Permissions Available:
  • View/Add/Edit/Delete Powerlist Notes
  • View All Powerlist Notes
Use Case: Manage notes and annotations on contact lists

🛡️ Spam Protection

Permissions Available:
  • View Spam Protected Numbers
  • Assign (action button)
Use Case: Control spam protection settings and number management

🔄 Pipeline

Permissions Available:
  • View Pipeline
Use Case: Control viewing access to sales or workflow pipelines

💼 Marketing

Permissions Available:
  • View Marketing
Use Case: View or analyze marketing data and campaigns

📚 Knowledge Hub

Permissions Available:
  • View Knowledge Hub
  • Create Knowledge File
  • Edit Knowledge File
  • Delete Knowledge File
  • Build Knowledge Hub
  • Manage Knowledge File Assignments
  • Manage Knowledge Hub Categories
  • Admin Knowledge Hub
  • Manage Knowledge Hub Column
Use Case: Control all operations and management within the Knowledge Hub, including file CRUD (Create, Read, Update, Delete), assignments, categorization, building, and admin tasks.

🔎 Universal Search

Permissions Available:
  • View Universal Search
Use Case: Access and use global platform-wide search capabilities

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🔄 Role Management Workflow

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🧭 Complete Workflow Process

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📝 Step-by-Step Role Creation

1

🎭 Access Roles Management

Navigation: User Management → Roles
  • Location: Left sidebar navigation
  • Access: Admin-level permissions required
  • View: Complete list of existing roles
2

➕ Create New Role

Action: Click “Add” button
  • Purpose: Define new role for specific function
  • Naming: Use descriptive, clear role names
  • Examples: “Sales Agent”, “Team Lead”, “Administrator”
3

🔐 Assign Permissions

Configuration: Select module permissions
  • Method: Check boxes for allowed actions
  • Principle: Grant minimum necessary permissions
  • Categories: 20+ module categories available
  • Granularity: View/Add/Edit/Delete for each module
4

💾 Save Role

Completion: Apply role configuration
  • Validation: System validates permission set
  • Confirmation: Role created successfully
  • Availability: Role ready for user assignment

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📈 Role Statistics & Insights

🎭 Total Roles

Current Count: Track active roles Growth Rate: Monitor role creation trends Utilization: Measure role assignment rates

👥 Role Usage

Most Popular: Identify commonly used roles Underutilized: Find unused or obsolete roles Assignment Trends: Track role distribution

🔐 Permission Analysis

Permission Distribution: Analyze permission usage Security Gaps: Identify overly permissive roles Optimization: Suggest permission improvements

👥 Users Management

Connection: Users are assigned specific roles Navigation: User Management > Users Purpose: Apply roles to individual user accounts

👥 Teams Management

Connection: Teams can have role-based access Navigation: User Management > Teams Purpose: Organize users with similar roles

🔐 Permission Auditing

Connection: Track permission changes and usage Navigation: System logs and audit trails Purpose: Monitor security and compliance

📊 Access Reports

Connection: Generate role and permission reports Navigation: Reports section Purpose: Analyze access patterns and security