User Role Permissions

This topic describes all the available permissions that can be granted to a role.

Available permissions on Yeastar P-Series Software Edition are as follows:

Extension and Trunk

Specify the extensions that users with the role assigned can manage, and whether users can manage extension group, client permission, trunks, and role.

Module Permission
Extension Manage Extensions
  • All Departments: View and manage all the departments.
  • All Extensions: View and manage all the extensions.

    For example, grant the permission to a human resource. If there are changes of employees, the human resource can update extensions timely.

  • All the other extensions of the same Extension Groups: Manage or send Linkus welcome emails to all the other extensions in the same extension group except the one that contains all the extensions.

    For example, grant the permission to a supervisor. The supervisor can view and manage his or her subordinates' extensions.

  • All other extensions of the same department: Manage or send Linkus welcome emails to all the other extensions in the same department, excluding those in the associated sub-departments.
  • Specific Extensions: Manage or send Linkus welcome emails to specific extensions.

    For example, grant the permission to a leader. The leader can view and manage different departments' extensions.

  • Extension itself only: Manage or send Linkus welcome emails to his or her own extension.
Manage Extension Operation Permission
  • Linkus Clients: Set whether users can view and manage settings for the enabled Linkus clients.
    • Linkus Mobile Client
    • Linkus Pad Client (SDK)
      Note: This option is available only when Linkus SDK (Path: Integration > Linkus SDK) is enabled.
    • Linkus Desktop Client
    • Linkus Web Client
  • Assign User Role: Set whether users can assign or change user role for extensions.
  • Emergency Outbound Caller ID: Set whether users can configure emergency outbound caller ID for extensions (Path: Management Portal > Extension and Trunk > Extension > User > Outbound Caller ID (DOD) > Emergency Outbound Caller ID).
    Note: To specify whether the extension users can edit the emergency outbound caller ID on their own Linkus clients, go to Management Portal > Extension and Trunk > Client Permission > Preference Settings.
Extension Group Manage extension groups.
Client Permission Manage users' permissions to view or manage specific extensions/contacts.
Trunks Manage trunks.
Role Manage user roles.

Contacts

Specify whether users with the role assigned can manage the following features:
  • Company Contacts
  • PhoneBooks
  • LDAP Server

Auto Provisioning

Specify whether users with the role assigned can manage Auto Provisioning.

Call Control

Specify whether users with the role assigned can manage the following features:
  • Inbound Route
  • Outbound Route
  • AutoCLIP Route
  • Business Hours and Holidays
  • Emergency Number

Automation Workflow

Specify whether users with the role assigned can manage the following features:
  • Call Flow Designer
  • Message Flow Designer

Call Features

Specify whether users with the role assigned can manage the following features:
  • Voicemail
  • Feature Code
  • IVR
  • Ring Group
  • Queue
  • Conference
  • Speed Dial
  • Paging/Intercom
  • Recording
  • PIN List
  • Call Disposition
  • Blocked/Allowed Numbers

Outbound Call Center

Specify whether users with the role assigned can manage Outbound Call Center.

AI

Specify whether users with the role assigned can manage the following features:
  • AI Receptionist
  • AI Toolbox (including AI Text-to-Speech and AI Transcription)

Messaging

Specify whether users with the role assigned can manage the following features:
  • Message Channel
  • Message Queue
  • Message Campaign

PBX Settings

Specify whether users with the role assigned can manage the following features:
  • Preferences
  • Voice Prompt
  • SIP Settings
  • Jitter Buffer

System

Specify whether users with the role assigned can manage the following features:
  • Network
  • Date and Time
  • Email
  • Storage
  • Archive
  • Event Notification
  • Remote Management
  • SNMP
  • High Availability
  • SD-WAN PBX Networking
  • Onsite Proxy

Security

Specify whether users with the role assigned can manage the following features:
  • Security Rules
  • Security Settings

Maintenance

Specify whether users with the role assigned can manage the following features:
  • Upgrade
  • Backup and Restore
  • Reboot
  • Reset
  • Operation Logs
  • Troubleshooting
  • Activation
  • System Logs

Integration

Specify whether users with the role assigned can manage the following features:
  • Collaboration
  • CRM
  • Helpdesk
  • PMS
  • Speech to Text
  • AMI
  • API
  • Database Grant
  • Linkus SDK
  • Fax
  • WebSocket Audio Streaming

Hotel Management

Specify whether users with the role assigned can manage the following features:
  • Hotel Settings
  • Room Management
  • Wake-up Service

Reports and Recordings

Specify users with the role assigned can view or manage which extensions' CDR and recordings, and whether users can access call reports and external chat logs.

Module Permission
CDR

Specify users with the role assigned can view which extensions' CDR.

  • All Extensions: View all extensions' CDR.
  • All the other extensions of the same Extension Groups: View CDR of all the other extensions of the same group except the one that contains all the extensions.
  • All other extensions of the same department: View CDR of all the other extensions in the same department, excluding those in the associated sub-departments.
  • Specific Extensions: View CDR of specific extensions.

Specify how users with the role assigned can manage CDR.

  • Download
  • Delete
  • Schedule Download
Recording Files

Specify users with the role assigned can view which extensions' recordings.

  • All Extensions: View all extensions' recordings.
  • All the other extensions of the same Extension Groups: View recordings of all the other extensions of the same group except the one that contains all the extensions.
  • All other extensions of the same department: View recordings of all the other extensions in the same department, excluding those in the associated sub-departments.
  • Specific Extensions: View recordings of specific extensions

Specify how users with the role assigned can manage recording files.

  • Play
  • Download
  • Delete
Call Reports My Reports Access Permissions Specify users with the role assigned can access which call reports.
  • All
  • Created by Myself
  • Created by Myself and Specific Extension/Extension Group
Call Report Operation Permission

Specify how users with the role assigned can manage call reports.

  • Download
  • Schedule Download
  • Rate
Call Report Data Permission Specify users with the role assigned can view which call reports and the data scope.
  • Queue Call Reports
  • Extension Call Reports
  • Other Call Reports
External Chat Logs Specify whether users with the role assigned can access external chat logs.

Plan

Specify whether users with the role assigned can buy or enable free trial of Yeastar-provided plan/add-on service.