Xencall Support

User Groups

Looking for a way to easily add a set of permissions from your Users? Check out Groups.



User Groups


User Groups contain a pre-selected set of Permissions, similar to User Roles. Groups allow for quick customization of Permissions, as they can be applied and removed directly on the User level, and multiple Groups may be assigned to the same User.


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.



Assigning and Removing User Groups


Navigate to the User's Profile. On the Account Settings tab, scroll down to the User group/security information section.



Assign a User Group


To assign a Group, select it from the Add a group drop-down menu. You'll now see the Group assigned to the User, and Permissions will be updated accordingly.



Remove a User Group


To remove a Group, click the Remove group link. The Group will be removed, and Permissions will be updated accordingly.




List of Permissions for User Groups


The following User Groups are available to choose from:

  • Administrators
  • Sales
  • Shift Managers
  • Users


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


Permission TypeAdministratorsSalesShift ManagersUsers
Callback ManagementN/AN/AN/AN/A
CCS BillingEnabledN/AN/AN/A
Application ManagerEnabledN/AN/AN/A
Sign-inEnabledEnabledEnabledEnabled
AI LeadsEnabled: Manage leads, Export leads, Manage playlistsDisabled: Manage leads, Export leads, Manage playlistsEnabled: Manage playlists
Disabled: Manage leads, Export leads
Disabled: Manage leads, Export leads, Manage playlists
AutomationEnabled: Allow automation
Disabled: Integration Features
Disabled: Allow Automation, Integration FeaturesDisabled: Allow Automation, Integration FeaturesDisabled: Allow Automation, Integration Features
CCS ProfileEnabled: Write email templates
Disabled: Play Recordings
Disabled: Play Recordings, Write email templatesDisabled: Play Recordings, Write email templatesDisabled: Play Recordings, Write email templates
CCS ReportsEnabled: Call log, Productivity, Sales
Disabled: Live call report
Enabled: Call log
Disabled: Productivity, Sales, Live call report
Enabled: Call log
Disabled: Productivity, Sales, Live call report
Enabled: Call log
Disabled: Productivity, Sales, Live call report
CommunicationEnabled: SIP, Manage VOIP, Set Caller ID
Disabled: Add IVR, Add Queue, Add DID, Configure default email, Configure individual email
Enabled: SIP
Disabled: Manage VOIP, Add IVR, Add Queue, Set Caller ID, Add DID, Configure default email, Configure individual email
Enabled: SIP, Manage VOIP, Configure default email, Configure individual email
Disabled: Add IVR, Add Queue, Set Caller ID, Add DID
Enabled: SIP
Disabled: Manage VOIP, Add IVR, Add Queue, Set Caller ID, Add DID, Configure default email, Configure individual email
File systemDisabled: 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 tools
Disabled: Folder toolsDisabled: Folder toolsDisabled: Folder tools
TeamEnabled: Create user, Modify security, Create group, Modify group
Disabled: Manage deleted users
Disabled: Create user, Modify security, Create group, Modify group, Manage deleted usersEnabled: Create user, Manage deleted users
Disabled: Modify security, Create group, Modify group
Disabled: Create user, Modify security, Create group, Modify group, Manage deleted users
xIMEnabled: Start IM, Broadcast IMDisabled: Start IM, Broadcast IMEnabled: Start IM, Broadcast IMDisabled: Start IM, Broadcast IM
AI DialerN/AN/AN/AN/A


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