Admin Permissions in Dialpad
    • 17 Sep 2024
    • 3 Minutes to read
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    Admin Permissions in Dialpad

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    Article summary

    Dialpad offers 6 types of Admin permissions: Company Admin, Office Admin, Department Admin, Contact Center Admin, Contact Center Supervisor, and Coaching Team Coach. Company Admin has full access, while Office Admin can manage specific offices. Department Admin controls department settings, and Contact Center Admin manages contact centers. Contact Center Supervisor oversees agents, and Coaching Team Coach trains users. Admins can assign roles, manage users, set up devices, and access analytics. Multiple admins can be assigned, but Office Admins cannot change individual user settings.

    Dialpad makes it easy for administrators to set up and manage their teams. 

    Share responsibility and configure your team the way you need — Dialpad provides 6 different types of Admin permissions.

    • Company Admin
    • Office Admin
    • Department Admin
    • Contact Center Admin
    • Contact Center Supervisor
    • Coaching Team Coach 

    Let's take a closer look at what each permission type means. 

    Company Admin

    As the first person to sign up for your company, you're automatically made the Company Admin. Keep in mind that a Google Apps admin or a Microsoft admin also has the same level of access as a Company Admin in Dialpad.

    If your plan allows it, you can contact our Sales Team to add additional offices. Afterward, you can add Office Admin privileges to your team members

    Company Admins can control the following for each of their offices:

    Office

    • Adding/Removing team members
    • Buying devices (user phones & room phones)
    • Assigning team members as Co-Admins/Regional Admins
    • Update company CNAM
    • Proxy login to users account

    Main Line

    • Adding/removing phone numbers
    • Adding/removing fax numbers
    • Assigning operators & phones
    • Managing call handling
    • Setting business hours
    • Setting hold music

    Departments

    • Adding/removing phone numbers
    • Adding/removing fax numbers
    • Assigning operators & phones
    • Managing call handling
    • Setting business hours
    • Setting hold music

    Contact Centers (Advanced & Premium plans only)

    • Adding/removing phone numbers
    • Adding/removing fax numbers
    • Assigning agents & admins
    • Managing call handling/queue Handling
    • Setting business hours
    • Setting hold music
    • Create and manage Ai Playbooks 

    Executive-Assistant

    • Adding/Removing Executive-Assistant pairings

    Analytics

    Billing

    • Review billing summary
    • Manage payment history
    • Review billing history

    Office Administrator

    A Company Admin can assign any individual user to become an Office Admin.

    In cases where multiple offices are being managed across Dialpad, a Company Admin can assign a user as a specific Regional Admin (i.e. manager of more than one Office).

    Office Admins can control the following for their office(s):

    Office

    • Adding/removing team members
    • Buying devices (user phones & room phones)
    • Assigning team members as Co-Admins
    • Enabling and configuring integrations 
    • Adding failover numbers

    Main Line

    • Adding/removing phone numbers
    • Adding/removing fax numbers
    • Assigning Operators & phones
    • Managing call handling
    • Setting business hours
    • Setting hold music

    Departments

    • Adding/removing phone numbers
    • Adding/removing fax numbers
    • Assigning operators & phones
    • Managing call handling
    • Setting business hours
    • Setting hold husic

    Contact Centers 

    • Adding/removing phone numbers
    • Adding/removing fax numbers
    • Assigning agents & admins
    • Managing call handling/queue handling
    • Setting business hours
    • Setting hold music
    • Create and manage Ai Playbooks 

    Executive-Assistant

    • Adding/removing executive-assistant pairings

    Analytics

    Billing

    • Review billing summary
    • Manage payment history
    • Review billing history

    Coaching Teams 

    • Assigning Coaches & Trainees
    • Setting call recording, transcription and Dialpad Ai features
    • Setting call disposition list

    Department Administrator

    A Company or Office Admin can assign any individual user to become a Department Admin.

    As a Department Administrator, you can control the following for your Department(s):

    Departments

    • Adding/removing phone numbers
    • Adding/removing fax numbers
    • Assigning operators & phones
    • Managing call handling
    • Setting business hours
    • Setting hold music

    Analytics

    Contact Center Administrator

    A Company or Office Admin can assign any individual user to become a Contact Center Admin.

    As a Contact Center Administrator, you can control the following for your Contact Center(s):

    Contact Centers

    • Assigning Agents & Admins
    • Managing call handling/queue handling
    • Setting business hours
    • Setting hold music
    • Create and manage Ai Playbooks 

    Analytics

    Contact Center Supervisor

    A Company, Office, or Contact Center Admin can assign any Contact Center agent to become a Contact Center Supervisor.

    As a Contact Center Supervisor, you can do the following for your Contact Center(s):

    • Listen In
    • Barge In/Take Over
    • Set agents to available/unavailable
    • View the Contact Center's analytics
    • Access your Contact Center's call recordings 
    Tip

    To see calls in Monitor All Contact Center, an Office or Company Admin must specifically grant themselves the administrator permission in each Contact Center they belong to. Otherwise, they will not see calls in this view.

    Coaching Team Coach

    A Company, Office, or Contact Center Admin with an Ai Sales license can assign any user as a Coach or Trainee.
    As a Coach, you can do the following for your Team(s):
    • Listen In
    • Barge In/Take Over
    • Create/edit Real Time Assist Cards
    • Create edit Custom Moments
    • Access Trainee's recordings
    • View and join live meeting
    • Create and manage Ai Playbooks

    Frequently asked questions

    Can a Dialpad account have more than one admin?

    Yes! The original account admin can also assign admin status to anyone else in the organization.

    Do Office Admins have access to individual user settings?

    Nope. Office Admins can do things like assign phone numbers to people and enable integrations, but they can't change your personal profile. 





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