Effective management of users and their roles is crucial to ensuring productivity and information security. With Ringover, you can customize the access and permissions of each team member. This ensures that every user has the tools they need to complete their tasks while maintaining the confidentiality and security of sensitive data.
Prerequisites
- You must be the administrator of the Ringover account or have technical access to the Dashboard to use this feature 👨💼
Step 1: Create a User Role
- Click on the "User Roles" button located at the top left of your screen
- Select "Create a Role"
- Name the role (e.g., "Manager," "Sales Team," etc.) and select "Create Role" to proceed
- Define permissions
💡 Check out our article "User Permissions" to learn more about user permissions
- Check the boxes corresponding to the permissions you want to assign to this role. This can include access to certain features, user management, etc.
- 💡 Changes are saved automatically
Step 2: Assign a Role to a User
- In the top left menu, select "Ringover Users"
- Select the user to whom you want to assign a role
- Click on the user's name to access their profile
- In the "Role" section, select "Assign a Role"
- Select the role you just created
- 💡 Changes are saved automatically
That's it! Now you know how to create and assign a user role 🎉