Telephony section contains a list of all calls. Configure access permissions to assign employees who will make outbound calls, listen to call recordings, rent numbers or configure telephony settings.
Go to the CRM section - Add-ons - Telephony - Connection - Access permissions.
Access permissions are based on roles. By default, there are four roles available:
- Administrator — can make calls, listen to call recordings, view the call list and configure telephony settings. He/she can't refill the balance.
- Chief executive— can make calls, listen to call recordings, and view the call list.
- Head of department — can make calls, listen to call recordings, and view the call list of his/her department.
- Manager— can perform actions with his/ her calls only.
Add and configure roles
You can add new roles by clicking the 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.
Employees will be able to view call details and statistics.
- only their own calls
- calls of your department
- any calls
- no access
Select what employees can listen to:
- recordings of their own calls
- recordings of the employees from his/her department
- any recordings
- no access
The call recordings can be found on the Call Details, Company Drive pages and in the client's CRM form.
Select employees who can make calls to:
A user with access to the telephony settings will be able to connect the phone and change numbers for outgoing calls.
There are the following levels of access:
- full access
- department settings
- own settings only
- access denied
You can give or deny access permissions to the employees to general telephony settings, a blacklist, access permission configuring, document upload, user group and voice menu.
Specify whether employees can change connection settings.
You can give or deny access to the telephony balance.
Select employees to work with telephony
Specify users who will work with the telephony and assign roles to them:
Users — a specific employee, one or several.
Departments — you can assign the same access permissions to the entire department.
User groups — this option is available only in the Bitrix24 On-Premise version. Configure the group and select it in the telephony settings.
Social network groups — add all group/project members to work with the telephony.
Assign roles to the selected users and save the changes.
If a user has several roles, the system compares the access permissions of these roles and give the highest access level.