By default, Playvox comes with a set of default roles. These include:

  • Team Leader
  • Analyst
  • Super Admin
  • Agent
  • Admin

In addition to the default roles, you can create a new Playvox role at any time using the Roles Management area.

How to do so?

  1. Begin by clicking ➕ Create at the top right of the Roles Management screen.


This launches the roles creation screen.


2.
Give your new role a name and select the default role to start from.
Starting from a default role will assign all of its existing permissions. If desired, you can customize them. The setting you choose determines the type of notifications the role will receive within all other sections of Playvox’s Platform.
For example, if you select  Agent, the users assigned to this role will only receive the notifications Agents do. When selecting this property, keep in mind what kind of notifications the role you are creating will need. Currently, your options are as follows:

  • Super Admin
  • Admin
  • Team Leader
  • Analyst
  • Agent

Click Save when done.


If you would like to grant access to a specific module to those with this role, you’ll need to:

a. Click on the name of the module.
b.Scroll to the bottom of the module permissions page to see the [Module] Settings Permissions
c. Check the box next to Gives access to managing [Module] Settings.


When you add a module to a role, those assigned the role will receive the default set of permissions. You can, at any time, make any changes to the default set of permissions using this screen.

3. Repeat step 4 to add any additional modules’ permissions to your role.

4. Save your changes. If all was successful, you will see a banner at the top of your screen that says Changes have been saved.

Now that you've learned how to create and customize user roles, you can move onto Modifying Module Permissions Based on Roles.

Other User Roles' articles are:


Last Edited: 05.29.2019

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