To make sure that your team members have the desired permissions for contact creation, please follow these steps:
- Log in to your Talkdesk account as an Administrator.
- Select the Admin section [1].
- Select the Roles and Permissions tab [2].
- Select the role you wish to edit [3].
- Select the Permissions tab [4] and click on Edit [5].
- Click to open the “Contacts” permission set [6].
- 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.
- Make sure the Create permission [8] is selected.
- When you’re ready, click Save at the top of the page [9].
To learn more about Roles and Permissions, please read this article.