As an administrator you can set permissions and use roles across your organisation. This allows you and your team to have greater control over security and your organisation’s data. Before you set permissions please consider what role would serve your users best. To begin managing users and permissions, access the portal via the login button on www.speakservecloud.com.


You will be taken to the following page, where you can login with your account details.



Simply select ‘User manager’ from the main navigation menu.


The user manager screen will open and show all users including their name, contact details, user role and status.


 

To search for a user


Use the smart search bar to search by the following:


  1. Search by name

  2. Search by number

  3. Search by email

  4. Search by role

  5. Search by status - active/ inactive


To edit a user (one by one):


To edit a user, select the pencil icon

This will then open the user profile where you can make changes to the user




    To edit the user profile

  1. Edit first name
  2. Edit last name
  3. Edit time zone
  4. Remove or add profile photo  


   To edit user credentials  


    5. Edit email

    6. Edit password

    7. Change role

    8. Change team from drop down

    9. Edit phone numbers

   10. Delete phone number


To edit user permissions


If the user is a team manager, you can adjust the following permissions: (All of which are presented under options).

11. Set call recording: allow / disable users to turn call recording on / off

If the user is a user, you can adjust the following permissions: (All of which are presented under options).

12. Set call recording: allow / disable users to turn call recording on / off

13. Access recordings: allow / disable users to access call recordings / transcription

14. Manage rooms: allow / disable users to create or edit rooms

15. Log in as: manage the user’s contacts, rooms and schedule calls


Save changes.

If you have any further questions or queries, please don’t hesitate to contact our support team who are very happy to help.