Assign a User Type to a Group Member

Every member of an extension group carries a user type, and that user type decides which features the member is allowed to reach. By choosing the right type for each person, you can hand out the same set of permissions to everyone who does the same job, or tailor access for an individual. This page walks through both approaches.

Tip

Reach for a built-in type (Manager or User) when several members share the same responsibilities, since it grants a common permission set in one step. Use Custom only when one person needs a mix that the built-in types do not cover.

Assign a built-in user type

Cloud Voice ships with two ready-made user types, Manager and User. Each one comes with its own preset list of permissions, so assigning them is a fast way to grant a common permission set to several members at once.

Note

Before you begin, review what Manager and User already grant in the group and adjust those presets so they match how you want the roles to behave. See View or change permissions for managers and users.

1. Sign in to the PBX (Private Branch Exchange, the phone system that routes your organization’s calls) web portal and go to Extension and Trunk > Extension Group, then open the group you want to edit.
2. In the Members section, click the edit icon next to the member you want to change.
3. Open the User Type drop-down list and choose Manager or User.
4. Click Confirm.

The member now inherits the permissions tied to the type you selected.

Caution

Changing a member’s user type changes which features that member can reach right away. Lowering their permissions can cut off access to tools they rely on, and raising them can expose sensitive settings, so confirm you have picked the right type before you save.

Assign a custom user type

When a member needs a different mix of permissions than the built-in roles provide, give them the Custom type and pick the exact permissions yourself.

1. Sign in to the PBX web portal and go to Extension and Trunk > Extension Group, then open the group you want to edit.
2. In the Members section, click the edit icon next to the member you want to change.
3. Open the User Type drop-down list and choose Custom.
4. Select the checkbox for each permission you want the member to have.
5. Click Confirm.
6. Click Save and then Apply.

Caution

Clicking Confirm only records your choice in the dialog. The custom permissions do not take effect until you click Save and then Apply, so do not skip the final step.

The member’s user type and permissions are updated to your custom selection.