Access Control Rules

Access control groups allow you to customize your users' access level within your account. You can use them to limit which numbers are visible for a particular user, hide information in the call log, and toggle access to certain features as needed. Access Controls can only be applied to Call Agents, Call Managers, and Report Managers. Account visibility cannot be restricted for Administrators (who can view all information on the account). Access Controls are available on Sales Engage, Enterprise, Growth, and Connect plans.

Creating Access Control Groups

1) Navigate to Settings → Access Control Groups.

2) Click New Access Controls in the upper right corner. (If you do not already have an access control group in your account, you will be taken directly to the setup page instead.)

3) Enter a name for this access control group so you will easily recognize it.

4) Users can be assigned by User, Role, or Team.

  • To add users by name, use the drop-down menu to choose User, then select the users you would like to assign to these access controls in the Users assigned to group field.Help-Access-Controls-Assign-by-Role-1.png

  • To add all users of the same role type, use the drop-down menu to choose Role, then select which role you would like to assign in the Roles assigned to group field. All users in the account with this role will be assigned to this access control group.Screenshot_2023-04-07_at_5.43.44_PM.png
  • To add users to a Team, use the drop-down menu to choose Team, then select the Team under Members of Team or Managers of Team. Please note that admins can be restricted if they are members of the Team selected. Please remove them from the Team if you do not want their usage in CTM restricted. Screenshot_2023-04-07_at_5.42.56_PM.png

5) If you need to restrict the user's view by number, tracking source, call status, or tags, use the Access Rules fields to refine the rules for which calls the users assigned to this group will see. Leave these fields blank to grant visibility to all calls.

TIP: The Access Rules fields use an "and" operator. If you specify a tracking number and a receiving number, the user can only see calls that meet both conditions.

6)The Log Column Access section will let you control which sections of the log are visible to the users in this group. By default, everything is turned off for a new access control group. Use the checkboxes to toggle visibility, and check the previewer at the top of this section to see what it will look like to the users in the group.

  • In the image below, the users in the control group would be able to see everything about a call except for the audio column, blocking them from listening to recordings of the calls.

Screenshot 2024-02-21 at 4.04.12 PM.png

7) If you use custom fields in your account, the Custom Field Access section will be visible. Custom fields listed on the right will be visible to users in this group, and fields listed on the left will be hidden.

8) The Filter Controlsection allows you to restrict filter options for the users in this group. You can also limit the schedules that they can see in the account.

9) The Feature Access section allows you to turn on or off features for the users in this group. Check the boxes in this section to further customize the parts of the account these users can use.

  • Prevent users within this group from answering calls out of the call log
  • Allow users within this group access to the call log export
  • Hide the browser phone
  • Allow access to call scoring
  • Allow access to blocked callers
  • Allow access to text messages
  • Allow enhanced caller ID lookups within the call log

10) Click Save Changes.


Assigning Users to an Existing Group

If you already have an access control group in your account, you can add a new user to the group during user creation. In the Assign Role section of the User Profile, when you select a role for a user eligible to be added to a control group, an Access Controls drop-down will appear. Use the menu to choose from any existing access control group on your account.

Screenshot 2024-02-21 at 4.21.08 PM.png

You can see which users are assigned to Access Control Groups by looking at the Access Controls column on the Manage Users page.

Screenshot 2024-04-18 at 4.10.44 PM.png

Was this article helpful?
0 out of 0 found this helpful



Article is closed for comments.