Basics about access roles

An access role includes a number of access functions, the possibility to create/modify other selected roles, as well as a number of access areas.

What a user is authorized to utilise is governed by

• the user’s access functions, included in an access role, configured in the Access roles window,
• the user’s authorization to administrate other users with various access roles, which is also defined per access role in the Access roles window, and
• the user’s access areas, defined in the User accounts window.

Under the Organise | Access roles menu choice, you administrate the access system in CallGuide.

Each CallGuide user shall be allocated an access role. The access role shows which functions in CallGuide the user in question is authorised to use. CallGuide prevents attempts to use functions that are not included in the user’s access role.

Users with the System manager access role configure the other access roles that shall exist in a CallGuide solution, and the access roles these roles should have. Only system managers can carry out modifications in the Access roles window.

System managers cannot delegate the Own access roles access function to other roles. The system manager access role cannot be deleted or changed. Other users can open the Access roles window but are only allowed to look at existing configurations.

In the Access roles window you can

• create new access roles by duplicating an existing role,
• delete access roles,
• specify the functions that shall be included in an existing or new role.

The allocation of access roles to particular users is then made in the User accounts window.