You are here: Set up Phone Systems > Add-On Features > Branch Overview > Assign Branch Privileges

 

Define a Branch Administrator

You can grant branch-specific privileges to an administrator role. The branch administrator can oversee configuration of an assigned branch only. A branch administrator can view the regular extensions and service extensions assigned to the branch. Additionally, they can assign the unassigned regular and service extensions if they have the right privileges. They can access call recordings of extensions that are assigned to their branches only.

To assign branch-specific privileges:

  1. Click Accounts in the top navigation bar.
  2. Under the Accounts menu, click Privileges.
  3. Click Assign New Privileges to manage user profile privileges.
  4. Select an administrator from the existing user profiles.
  5. Select desired privileges for the administrator.
  6. Select the branch office under PBX.
  7. Click Add.

    You can assign multiple branch offices to an administrator.

View Branch Specific Extensions

When a branch administrator logs in to Account Manager, they can view regular and service extensions assigned to the branch. If they have privileges to the service extension features, they can create and assign service extensions to the branch they manage. For example, if the branch administrator has privileges to manage ring groups, they can create a new ring group and assign it to the branch.

In the branch page view, the branch administrator can view:

In the service extensions (ring groups and call queues) page view, the branch administrator can view:

Access Call Recordings

Branch administrators are allowed to access call recordings of extensions assigned to their branch(es) only.

To download call recordings:

  1. Click Phone System in the top navigation bar.
  2. Click Download Call Recording.
  3. Select your filtering options. Enter the desired date range, time zone, and select the desired extensions. If you are a branch administrator, you will see the extensions assigned to the branch only.

    Note: You must select at least one extension.

  4. Click Search.
    The search results are displayed.
  5. Select the check box next to the recording(s) you want to access.
  6. When you access the recordings:

 


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