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Table of Contents

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Create A New Role

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(1)Log in to Cloudfon CX Control Panel.

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(2)From the left navigation menu, go to People > Roles.

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(3)Click Add.

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(4)On the New Role page, add a Name for the role, and add the agents you want to assign the role.

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(5)Click Save.

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(6)Then you can edit or delete the role, and configure the role’s permissions.

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Configure Role Permissions

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To enable or disable role permissions, follow these steps:

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(1)Log in to the Cloudfon CX Control Panel.

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(2)From the left navigation menu, go to People > Roles. On the Roles page, a list of roles is displayed. 

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(3)Locate the role that you want to disable the permission for, and click the gear icon in the Permissions column.

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(4)Turn on or off the toggle keys of the corresponding permissions.

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(5)Click Save.