The Client Permissions screen allows you to create custom roles for use with external devices.
This is useful for restricting access to certain products, features, and actions.
To access this screen:
- Click on the Client Permissions button from Management.
Add client permissions
To add new client permissions:
- Click on the New button at the top.
- Configure the client permission settings.
- Then click OK.
The following settings can be configured:
- Name: Enter the name of the client permission (role).
- Account permissions: Click to edit and select permissions for Accounts.
- Booking permissions: Click to edit and select permissions for Booking.
- Management permissions: Click to edit and select permissions for Management.
- Telephony permissions: Click to edit and select permissions for the telephone system.
- Miscellaneous permissions: Click to edit and select permissions for miscellaneous options.
- Company filter: Click select which company this role is assigned to.
- Default booking template: If required, select which booking template should be loaded by default for clients with this role.
- Exclude calls from statistics: Check to remove calls made by clients with this role from the call statistics report.
- Show Booking Tags: Check to display booking tags to clients with this role assigned.
- Can only connect from IPs present on Valued List: Check if clients with this role can only connect to the system from IP addresses on the Valued List.