User Settings Policies

User Settings Policies allow Company Admins to create user settings policies, controlling which settings users can modify. Available through the Enterprise Support (ES) Platform, this feature standardizes permissions, ensures compliance, and streamlines management at scale.

Admins can define policies at the Company, Office, or User level, making unselected settings read-only to prevent unauthorized changes. With bulk policy management and hierarchical control, Access Control Policies enhance security, efficiency, and governance while reducing administrative workload.

Who can use this

User Settings with Access Control Policies is currently in an Early Adopter Program.

Once released, this feature will be available to Dialpad Support users on an Advanced or Premium plan, as well as our legacy Enterprise offering.

If you’d like to join this Early Adopter Program, please contact your Customer Success Manager.

User settings permission sets

Dialpad offers 10 unique user settings permission sets that can be used with User Settings Policies, giving (or denying) users access to specific settings that might not be available within the traditional scope of their Dialpad user role.

Company Admins can:

• Create, edit, and delete policies within their organization.

• Allow users to configure their own Dialpad Ai settings.

• Assign and unassign policies to specific users in selected Offices.

• Allocate different policies to users in different Offices.

Let’s look at what each permission set does.

Access the Enterprise Support Portal

Once your account has been enabled for the User Settings Access Control EAP, it's time to head to the Enterprise Support (ES) portal.

Here, Company Admins can create and manage User Settings Policies.

1. In your browser,  go to https://dialpad.com/es

2. Navigate to Companies, and select your company name
   

Here, you can create and manage User Settings Policies at the Company, Office and User level.

All users within a specified target level (Company, Office, or User) will have their access restricted or extended based on the selected User Settings Policy.

Note

The policy hierarchy works in reverse—User policies override Office policies, which override Company policies—ensuring more granular control where needed.

Create a user settings policy - company level

To create a User Settings Policy that applies to the entire company, you’ll need to create it from the Company page in your Enterprise Support Portal.

1. In your browser,  go to https://dialpad.com/es

2. Navigate to Companies, and select your company name

3. Select User Settings Policy
   

4. Select Create

   

5. Choose which settings you want to allow users to change, then select Apply the changes

Create a user settings policy - office level

To create a User Settings Policy that applies to a specific office, you’ll need to create it from the office’s page in your Enterprise Support Portal.

1. In your browser,  go to https://dialpad.com/es

2. Navigate to Companies, and select your company name

3. Select Offices

   

4. Select the desired office

5. Select User Settings Policy
   

6. Choose which settings you want to allow users to change, then select Apply the changes

Create a user settings policy - user level

To create a User Settings Policy that applies to specific users, you’ll need to create it from the user’s page in your Enterprise Support Portal.

1. In your browser,  go to https://dialpad.com/es

2. Navigate to Companies, and select your company name

3. Select Users
   

4. Select the desired user

5. Select User Settings Policy
   

6. Choose which settings you want to allow users to change, then select Apply the changes

Delete a User Settings Policy

User Settings Policies can be deleted at any time.

To delete a User Settings Policy, go to https://dialpad.com/es

1. Navigate to Companies, and select your company name

2. Go to the User Settings Policy

   1. Depending on whether the policy is set at the User, Office, or Company level, it will be located on the corresponding User, Office, or Company page.

3. Select Delete, and confirm

Edit a User Settings Policy

User Settings Policies can be edited at any time.

To edit a User Settings Policy, go to https://dialpad.com/es

1. Navigate to Companies, and select your company name

2. Go to the User Settings Policy

   1. Depending on whether the policy is set at the User, Office, or Company level, it will be located on the corresponding User, Office, or Company page.

3. Make your changes

   1. Check/uncheck a permission set

4. Select Apply the changes

   

Frequently asked questions

How does the policy hierarchy work in Access Control?

The policy hierarchy works in reverse — User policies override Office policies, which override Company policies. This ensures more granular control, allowing admins to set broad policies at the company level while making specific adjustments at the office or user level as needed.

Is there a cost to join this Early Adopter Program?

No, there is no cost to join an Early Adopter Program. Please contact your Customer Success Manager if you’d like to sign up.

How can I share my feedback?

A huge part of the Early Adopter process is getting your feedback on what’s working and what needs more attention before we publicly launch the feature.

To provide feedback, please reach out to our Customer Care team, or your Customer Success Manager.

Please note that we may use your responses in marketing promotions for the product launch (don’t worry, we will ask for approval before doing so).