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Managing Permissions for Contact Creation in Callbar

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To make sure that your team members have the desired permissions for contact creation, please follow these steps:

Managing_Permissions_for_Contact_Creation_in_Callbar_1.png

  1. Log in to your Talkdesk account as an Administrator.
  2. Select the Admin section [1].
  3. Select the Roles and Permissions tab [2].
  4. Select the role you wish to edit [3].

Managing_Permissions_for_Contact_Creation_in_Callbar_2.png

  1. Select the Permissions tab [4] and click on Edit [5].

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  1. Click to open the “Contacts” permission set [6].
  2. Make sure the desired scope is selected [7]:
    • Ring Group: Users can only see data relevant to the ring groups they are assigned to.
    • Agent: Users can only get the data relevant to their own usage. 
    • All: Users can see a combination of the two previously mentioned options.
  3. Make sure the Create permission [8] is selected.
  4. When you’re ready, click Save at the top of the page [9].

To learn more about Roles and Permissions, please read this article.

 

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