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Managing Permissions for Contact Creation in Callbar

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To make sure that your agents have the desired contact creation permissions in Callbar, please follow these steps:

Callbar_Contact_Permissions.png

 

  • Log into your Talkdesk account as an Administrator.
  • Select the 'Admin' section [1].
  • Click the 'Roles' tab [2].
  • Click the pencil icon in the Permissions column of the Agent role [3]

Note: If there are other agent-level roles configured in your account, you need to check their contact creation permissions too.

Callbar_Contact_Permissions-2.png

 

  • Select the "Contacts tab" (2nd from the left) [4] .
  • Uncheck the box in the 'Create' permission if you don't want to allow your agents to create contacts [5]. Or check the box if you want to allow this.
  • Click 'Save' [6]. The changes will be applied to both Callbar and Talkdesk main web application.

And that’s it!

For more information, please reach out to your Customer Success Manager or support@talkdesk.com

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