Create a User Role

If the pre-defined roles can not meet your need, you can create a user role and grant permissions to the role. This topic describes how to create a user role.

Restrictions

Note: Only system super administrator can create a user role.

Create a new role

Based on an employee's job duty, you can create a user role and grant corresponding permissions.

  1. Log in to PBX web portal, go to Extension and Trunk > Role.
  2. Click Add to create a new role.
  3. In the Role Name field, enter a name to help you identify it.
  4. Grant permissions to the user role.

    For permission details, see User Role Permissions.

  5. Click Save.

Create a role by copying an existing role

You can create a role based on an existing user role, the new role automatically inherits permissions from the existing role. After copying permissions, you can add or remove permissions as needed.

  1. Log in to PBX web portal, go to Extension and Trunk > Role.
  2. Create a role.
    1. Click Copy Role.
    2. In the Choose a role to copy drop-down list, select a role.
    3. In the Role Name field, enter a name to help you identify the role.
    4. Click Save.

      The new role inherits permissions from the existing role.

  3. Update permissions for the newly created role.
    1. On Role list, click beside the role that you have created.
    2. Select or unselect the checkboxes of the desired permissions.

      For permission details, see User Role Permissions.

    3. Click Save.

What to do next

Assign a Role to a User.