Roles allow you to assign privileges and profiles that specify what a user can see and do within a Freshcaller account. When you add new users to your account, you also assign a role to the user. Based on the role assigned to the user, they can see/access the features within their account.
User Requirements: Only an admin or account admin can add users and assign roles.
Freshcaller provides the following user roles:
- Account admin
The following table provides details on the permissions and privileges available for each role:
|If you are the first person to sign up for an account, you will be an account admin by default.
The account admin has full control over the account and can perform the following functions:
An admin usually can perform all the functions of an account admin with the following exceptions:
|The default access permissions given to a supervisor are:
However, if you are a Garden+ customer, you can configure data scoping for supervisors.
Data scoping allows you to selectively control and restrict the scope of data a supervisor can access within their account.
An agent can perform the following functions:
Also, as an account admin, you can send us a request to give live dashboard access to the agents.
Now that you know the different roles in Freshcaller, you can add users and assign roles to each user/agent. For details, see Adding new Agents.