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.

Lets dive into the details. 

Edit user permission requirements

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

1. Accepted their emailed Dialpad invites
2. Logged into Dialpad at least once

Once those steps are complete, you're ready to update their permissions. 

Add another admin

To give a user Admin permissions for an office, head to your Admin Settings from Dialpad.com 

1. Navigate to Office Settings
2. Select Users
3. Select Options beside the desired user
4. Select Admin
5. Select Add admin privileges 

Update or remove user permissions

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

1. Navigate to Office Settings
2. Select Users
3. Choose which user you'd like to update permissions
4. Select Options beside their name
   
   There are 4 categories where you can add, edit, or remove user permissions.

• 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 admin privileges (create another Office Admins)
  • Transfer user
  • Delete user
  • Edit email address
    
    To add, edit, or remove permissions, select the action from the drop-down menu, and your changes will be effective immediately. 

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, head to your Admin Settings from Dialpad.com 

1. Navigate to Office Settings
2. Select Users
3. Check the box beside the user you'd like to update permissions
4. Select one of the three quick-action icons
   1. Trashcan icon: Delete users
   2. Star icon: Add or remove admin permissions
   3. Trendline icon: Add or remove analytics permission