Add, Edit or Remove User Permissions

Easily update administrative privileges and manage user permissions for accessing analytics, Ai Scorecards, international calling, fax line functionalities, and more. This not only streamlines your own processes but also boosts security by controlling access to sensitive features.

Let’s dive into the details.

Who can use this

Company and Office Admins can add or remove user permissions.

You must be a Company Admin to assign additional Company Admin permissions.

Before editing any user permissions, make sure that your users have:

• Accepted their emailed Dialpad invites

• Logged into Dialpad at least once

Once those steps are complete, you can update their permissions.

Add a Company Admin

To give a user Company Admin permissions for an office, go to the Dialpad Admin Portal

1. Select My Company

2. Select Administrators

3. Enter the user name in the search bar
   

4. Select their name, or press Enter

Add an Office Admin

To give a user Office Admin permissions for an office, go to your Dialpad Admin Settings.

1. Navigate to Office Settings > Users

2. Beside the user, select Options > Admin

3. Select Add admin privileges

   

Update or remove user permissions

To update or remove a user's permissions, go to your Dialpad Admin Settings.

1. Navigate to Office Settings > Users

2. Beside the user, select Options
   

   There are 4 categories where you can add, edit, or remove user permissions and numbers.

   Calling	Add Dialpad Meetings Add fax line Add desk phone Add extension Swap phone number Configure Integrations Manage phone numbers
   Groups	View user's analytics Make contact center Agent Make department operator
   Privileges	Give scorecard access (all contact centers) Give scorecard access (all coaching teams) Give scorecard access (contact center - office) Give analytics access (access to Charting Data only and not the entire Calls List; must be Company Admin to grant) Give proxy access Enable international service Give multi Contact Center Settings access
   Admin	Set retention policies Add or remove admin privileges (create another Office Admins) Transfer user Delete user Edit email address Proxy login (Enterprise only)

Bulk user updates

As your team grows, editing users one at a time becomes time-consuming. Specific actions can be done in bulk, which is especially useful after a round of promotions when you have many admin privileges to update.

The following actions can be completed in bulk:

• Delete users

• Add admin permissions

• Remove admin permissions

• Add analytics permission

• Remove analytics permission

To bulk update users, go to your Dialpad Admin Settings.

1. Navigate to Office Settings > Users

2. Check the box beside the users you'd like to update

3. Select one of these options:

   1. Manage user roles: choose what roles each user has in Dialpad

      1. Office Admin: Full access to the office the user belongs to

      2. Analytics Manager: Manages analytics tools and dashboards

      3. Call QA Analyst: Manages and monitors customer interactions to ensure compliance, improve agent performance, and enhance service quality

   2. Remove users: Delete users from Dialpad