Telephony access permissions are available on all the commercial cloud plans and in Bitrix24 On-premise.

You can specify

• employees who can make outbound calls

• outbound calls directions available to employees (for example, employees will be able to call CRM clients only)

• who can listen to call recordings

• who can rent numbers or configure telephony settings, etc.

Account administrators can configure Telephony access permissions by adding roles in CRM > Add-ons > Telephony > Connection > Access permissions.

Roles

Access permissions are based on roles. By default, there are four roles available: Administrator, Chief executive, Head of department, and Manager.

Administrator role provides a maximum access level, Manager role - a minimum. Each role can be connected with individual users, a particular department and its employees, account administrators, etc.

The roles help you manage access to view the call statistics, listen to the call recordings, make outbound calls, configure use or telephony settings, and manage numbers.

You can set access permissions for these actions as any, personal, personal and department, or set access as denied.

Configure outbound call directions available to employees – any, only CRM clients, CRM clients & company employees, or set access as denied. You can also specify which CRM clients can be accessed in the CRM access permissions section.

By default, administrators have Administrator role and other users have Manager role. But you can set your own access permissions for different user categories by clicking Add access permission.

Add roles

You can add new roles by clicking Add button.

Enter the name of the role and specify access permissions that this role will give to users.

Also, you can edit existing roles. Access permissions settings are the same as when creating a new role.