Xencall Support

User Roles

Want to apply a set of permissions to a User when you create them, or apply permissions via Folders? Roles are the way to go.



User Roles


User Roles contain a pre-selected set of Permissions. You can learn which permissions are part of each Role by reviewing the Permissions for User Roles below.


Note: In order to modify Permissions for a User, your own User Account must be enabled with one of the following:

  • An "Administrative" Role
  • The "Administrators" Group
  • The "Team - Modify security" Permission


If you do not have one of these enabled, contact your System Administrator or Technical Support for assistance.



Applying Roles


Roles can be applied to Folders, or directly to a User. When a Role is applied to a Folder, the Users in the Folder can inherit their permissions from the Folder.


Note: When working within Folders, User Roles are labelled as "Organization Units".


To apply Roles to a User, please see Creating Users.


To apply a Role as an Organizational Unit to a Folder, please see Share Settings.



Permissions for User Roles


The following User Roles are available to choose from:

  • Administrative
  • Users
  • Sales
  • Users-Limited Access
  • Users-Openers
  • Users-Closers


The pre-selected set of Permissions for each of these Roles are listed in the table below. Once a Role has been assigned to a User, Permissions listed as Disabled or N/A can be modified on an individual User basis as needed.



AdministrativeUsersSalesUsers-Limited AccessUsers-OpenersUsers-Closers
Callback ManagementEnabledN/AN/AN/AN/AN/A
CCS BillingEnabledN/AN/AN/AN/AN/A
Application ManagerEnabledN/AN/AN/AN/AN/A
Sign-inEnabledN/AEnabledN/AEnabledEnabled
AI LeadsEnabled: Manage leads, Export leads, Manage playlistsDisabled: Manage leads, Export leads, Manage playlistsDisabled: Manage leads, Export leads, Manage playlistsDisabled: Manage leads, Export leads, Manage playlistsDisabled: Manage leads, Export leads, Manage playlistsDisabled: Manage leads, Export leads, Manage playlists
AutomationEnabled: Allow Automation

Disabled: Integration Features
Disabled: Allow Automation, Integration FeaturesDisabled: Allow Automation, Integration FeaturesDisabled: Allow Automation, Integration FeaturesDisabled: Allow Automation, Integration FeaturesDisabled: Allow Automation, Integration Features
CCS ProfileEnabled: Play Recordings, Write email templatesDisabled: Play Recordings, Write email templatesDisabled: Play Recordings, Write email templatesDisabled: Play Recordings, Write email templatesDisabled: Play Recordings, Write email templatesDisabled: Play Recordings, Write email templates
CCS ReportsEnabled: Call log, Productivity, Sales, Live call reportDisabled: Call log, Productivity, Sales, Live call reportEnabled: Call log
Disabled: Productivity, Sales, Live call report
Disabled: Call log, Productivity, Sales, Live call reportEnabled: Call log
Disabled: Productivity, Sales, Live call report
Enabled: Call log
Disabled: Productivity, Sales, Live call report
CommunicationEnabled: SIP, Manage VOIP, Add IVR, Add Queue, Set Caller ID, Configure default email, Configure individual emailDisabled: SIP, Manage VOIP, Add IVR, Add Queue, Set Caller ID, Configure default email, Configure individual emailEnabled: SIP
Disabled: Manage VOIP, Add IVR, Add Queue, Set Caller ID, Configure default email, Configure individual email
Disabled: SIP, Manage VOIP, Add IVR, Add Queue, Set Caller ID, Configure default email, Configure individual emailEnabled: SIP
Disabled: Manage VOIP, Add IVR, Add Queue, Set Caller ID, Configure default email, Configure individual email
Enabled: SIP
Disabled: Manage VOIP, Add IVR, Add Queue, Set Caller ID, Configure default email, Configure individual email
File systemEnabled: Search all leads, Search all profiles, Search all usersDisabled: Search all leads, Search all profiles, Search all usersDisabled: Search all leads, Search all profiles, Search all usersDisabled: Search all leads, Search all profiles, Search all usersDisabled: Search all leads, Search all profiles, Search all usersDisabled: Search all leads, Search all profiles, Search all users
FoldersEnabled: Folder toolsDisabled: Folder toolsDisabled: Folder toolsDisabled: Folder toolsEnabled: Folder toolsEnabled: Folder tools
TeamEnabled: Create user, Modify security, Create group, Modify group, Manage deleted usersDisabled: Create user, Modify security, Create group, Modify group, Manage deleted usersDisabled: Create user, Modify security, Create group, Modify group, Manage deleted usersDisabled: Create user, Modify security, Create group, Modify group, Manage deleted usersDisabled: Create user, Modify security, Create group, Modify group, Manage deleted usersDisabled: Create user, Modify security, Create group, Modify group, Manage deleted users
xIMEnabled: Start IM, Broadcast IMDisabled: Start IM, Broadcast IMDisabled: Start IM, Broadcast IMDisabled: Start IM, Broadcast IMDisabled: Start IM, Broadcast IMDisabled: Start IM, Broadcast IM
AI DialerN/AN/ADisabled: Self-pauseN/ADisabled: Self-pauseEnabled: Self-pause




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