Managing Permissions for Contact Creation in Callbar

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

• Log in to 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.

• 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