Managing Account Permissions

When in the Accounts screen (accessed from the Home drop-down menu), you can view account settings and make configuration changes for both your own account and any sub-accounts created beneath. The configuration options available are accessed through the left-hand menu:

Some options are only available for sub-accounts and not your own account

The menu options allow configuration of the following:

• Settings (for sub accounts only): Set the default settings for a sub-account such as:

  • Account name, account status, portal URL etc.

  • Service Manager access (including Dynamic Call Agent), FTP and CLI permissions

  • Call Recording permissions

  • Conferencing permissions

  • Routing - permitted destinations to which the customer can deliver calls to

• Users: Add/Edit users for the selected account

• Numbers: Provides access to the service numbers allocated to the selected account

  • Allows parent account administrator to add numbers from the Service Providers pool to a sub account

• Reports: Allocate custom reports to the selected account

• Email: Allows the configuration of custom email settings for Voicemail, Call Recording, Fax2Email, Missed Call Alerts and Scheduled Reports for the selected account

• Site Branding: Allows colour scheme, font and branding to be applied to the selected account, including an image/company logo. Logo specifications are:

  • GIF, JPG, PNG format

  • Maximum Width = 180px

  • Maximum Height = 80px

  • Maximum Size = 2mb

• Service Manager Permissions (for sub accounts only): Select which Service Manager permissions to grant or revoke from a sub-account

• FTP Settings: Enable and configure FTP settings for the selected account (menu only available if FTP access has been granted by the parent account)

• Add Sub Reseller/Customer: Create a new sub account underneath the account you have navigated to:

  • Reseller - Can add Sub-Reseller and Customer accounts and assign Service Numbers, Service Manager and feature related permissions.

  • Sub-Reseller - Can add Customer accounts and assign Service Numbers, Service Manager and feature related permissions.

  • Customer – will not be able to create accounts beneath them; they can create call routing Service Plans using Service Manager (capability available depends on the permissions granted by the parent account) against the numbers which have been assigned to their account.

For detailed information on the configuration settings in each menu option see the relevant pages in this section.

Other sections of this guide detail how to access your own account information, how to create sub-accounts and switch the account view to see any sub-accounts beneath your own.