Below are the default roles you will find on your MaxContact system. These can be edited or cloned in the permissions page to allow you to fully customize roles within the portal to suit your business.
API Role
This is a default role for API users used to integrate with the Max Contact API, this role has all permissions enabled for the API but portal access is disabled so any user with this assigned role will not be able to use the provided user account to log into the portal and it can only be used via the API.
QA Role
Grants access to the QA section (recording playback and coaching/monitoring) of the product along with the record history page, by default the permissions to download recordings, coach and barge are disabled.
Agent Role
This is the default agent role which is used for users that should only have access to the web agent and no other areas of the product, by default this role has all agent permissions enabled apart from Stop/Start Recording
Team Leader Role
This role is setup so the user can only view, campaigns, teams and users that are assigned to the same teams as the user, this role provides access to the following areas to allow for team management, Dashboards/wallboards, Recording playback, coaching and monitoring, Callback Manager, Record history and campaign management (restricted so no changes can be made), this role also provides access to remove users from the system. This role also has the same permissions assigned to the web agent as the Agent Role.
Manager Role
This role grants access to the main areas of the product for day to day managing of the dialler system, it provides access to Dashboards, campaign and list management, user management (CTU), data management and reports but restricts access to certain areas for system configuration such as plans, IVR, DNIS mapping, result code admin and scripting.
Operational Role
This role provides access to all areas of the product apart from area code admin, system info and target settings and is used for users that manage and maintain the setup and configuration of the MaxContact system
SysAdmin Role
This role has access to all areas of the product by default and is used by the Max Support users and the SysAdmin user.
This is a default role for API users used to integrate with the Max Contact API, this role has all permissions enabled for the API but portal access is disabled so any user with this assigned role will not be able to use the provided user account to log into the portal and it can only be used via the API.
QA Role
Grants access to the QA section (recording playback and coaching/monitoring) of the product along with the record history page, by default the permissions to download recordings, coach and barge are disabled.
Agent Role
This is the default agent role which is used for users that should only have access to the web agent and no other areas of the product, by default this role has all agent permissions enabled apart from Stop/Start Recording
Team Leader Role
This role is setup so the user can only view, campaigns, teams and users that are assigned to the same teams as the user, this role provides access to the following areas to allow for team management, Dashboards/wallboards, Recording playback, coaching and monitoring, Callback Manager, Record history and campaign management (restricted so no changes can be made), this role also provides access to remove users from the system. This role also has the same permissions assigned to the web agent as the Agent Role.
Manager Role
This role grants access to the main areas of the product for day to day managing of the dialler system, it provides access to Dashboards, campaign and list management, user management (CTU), data management and reports but restricts access to certain areas for system configuration such as plans, IVR, DNIS mapping, result code admin and scripting.
Operational Role
This role provides access to all areas of the product apart from area code admin, system info and target settings and is used for users that manage and maintain the setup and configuration of the MaxContact system
SysAdmin Role
This role has access to all areas of the product by default and is used by the Max Support users and the SysAdmin user.