Permissions is where you can configure the Authority level of this User Profile and therefore what access the User that Logs into this Profile has in the system. You can also configure certain controls in this heading such as adding IP restrictions so this User Profile can not be used to log into the system from another unconfirmed IP address.

Authority Level

Please click here to see the Authority Map that explains what each Authority Level has access to.

Global Account Search
If the Authority Level is set to a Restricted User (level 10 or less) this option will be visible in the heading. It gives Users the ability to use the quick search function within the New Account option in the Menu - without having the ability to create new Accounts.

User Type
User Type is the type of User logged into this profile i.e. Sales Person, Telemarketer or Team leader.
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Using the option Telemarketer makes the system store the Username on Accounts as they are saved. This ensures that the caller's name is always kept even if a salesperson or supervisor saves the Account later.

Telemarketer is the only User Type that is applicable to the Priority Callback operation and Automatic Dialing.

User Types can be applied to Responses. This means different types of Users can have a different list of Responses to select from. e.g. Telemarketer/Caller and Sales Person.

Login Type
This is set depending on what type of Licence you would like this User Profile to use when logging into the system. Should you set a Profile to have the Authority level of Restricted (a level less than 10) you will set the Login Type to Restricted as well so it will use a Restricted Licence rather than a Full/Regular Licence.

Show Export Menu Option
Controls whether this User Profile can access the Menu option File > Export.

Automatically Dial
This option overrides the Database Area Setting. The system will Dial automatically when an Account is opened, or when moving on to the next Account.

Allow Message Sending
Controls whether the User can use the internal messaging system - Menu option View > Messenger.

Idle Alert
If the Idle Alert is configured in the Database Area setup then if this User breaches the Idle Time limit then a Supervisor can be notified automatically.

Never Wrapup
Not used. This setting was only used in the legacy TMS system.

Allow Twitter Interaction

This means the User has access to the Twitter panel and can Edit as they wish.

Allow Gamification Participation

Allow this User Profile to use the Gamification feature in the system. This option is ticked 'On' by default but you will need to untick the option to remove access.

Dialing Method
Click the Configure button to set up the Dialing Method for this User Profile. Click here for more details.

Send CloudCall Device Parameters
On login, the system will update CloudCall with the User's current device as specified in the preset cache and cookie file. This function is needed if the user logged into this User profile will handle inbound calls.
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Listen to recordings

Allow the User logged into this User Profile access to listen to Call Recordings. You can set it so this Profile can access All Calls, Own Calls or no call recordings at all.

Report Permissions
Users with an Authority Level of below Power User (below level 50) do not have access to all Reports. You can set certain Reports to be visible for this User Profile. To set the permissions click the Configure button.

IP address
IP restrictions can be added so this User Profile can not be used to log into the system from another unconfirmed IP address. If they attempt to log in from another address then the system will display an error message. This list is a whitelist so you will need to add IPs that are OK to login with.