Manage User Roles

A role is a reusable set of permissions that you assign to users, so several people can share the same access rights. Roles are not fixed once you create them. As responsibilities shift, you can rename a role, change the permissions it grants, or remove roles that are no longer in use.

Note

“Roles” live in the PBX (Private Branch Exchange, your phone system) web portal under Extension and Trunk > Role. Both procedures below start from this same page.

Edit a role

Edit a role when the people who hold it need more or fewer permissions, or when you simply want to give the role a clearer name.

1. Sign in to the PBX web portal and open Extension and Trunk > Role.
2. In the Role list, find the role you want to change and click the edit icon .
3. Rename the role or turn permissions on and off to match what the role now needs. For a full breakdown of each permission, see User Role Permissions.
4. Click Save.

Caution

Any permission change you save applies to every user currently assigned this role, not just one person. Before turning a permission off, check who holds the role so you do not accidentally cut off access for someone who still needs it.

Delete roles

Delete a role once it has outlived its purpose. You can remove roles one at a time or several at once.

1. Sign in to the PBX web portal and open Extension and Trunk > Role.
2. Remove the roles you no longer need:
   • One role: Select it, click the delete icon , then confirm with OK.
   • Several roles at once: Tick the checkbox beside each role you want to remove, click Delete, then confirm with OK.

Caution

Deleting a role does not delete the users who had it. Those users keep their accounts but are left with no role definition, which can change what they are allowed to do. Reassign affected users to another role first, or confirm they are meant to have no role.