Overview
How do you allow an agent to access and listen to their own calls? This is easily achieved by making the agent a restricted user.
NOTE: A User is an individual who has login access to the call recordings stored in CallCabinet.
NOTE: Some environments automatically generate, update and populate agent and extension information in the system. Other environments however, may not. In these cases, an admin user is required to manually generate, update and populate agent and extension information in the system.
Requirements
Admin access to Main Menu → Settings User Management, Main Menu → Settings → Agent Management and Main Menu → Settings → Restricted User Roles within the customer’s CallCabinet Tenant Account.
Execution Steps
Step 1
Login to CallCabinet as an admin user.
Step 2
Navigate to: Main Menu → Settings → Agent Management It is on this view that you are able to identify your agent, indicated by 1 and extension information, indicated by 2.
Step 3
Navigate to: Main Menu → Settings → User Management.
Either add a new user, indicated by 1 or edit the user, indicated by 2, assigning this user the Restricted User role as illustrated by 3.
Step 4
Navigate to: Main Menu → Settings → Restricted User Roles.
In this view restrict the user access by clicking on the icon indicated by 1
and then restricting the user to their own agent profile, clicking on SAVE once done.
If you have any additional questions on how to use the platform, please visit our User Guide.
If you need any further assistance, please reach out to us at support@callcabinet.com.