Table of Contents


Overview

Defining User access depends on their role in the organization. Each user can be configured to have their extension, working hours, voicemail prompt, hardware phone, and a couple more settings. You can view each agent’s activity or control their access to Aloware.


User Roles in Aloware

By default, all users have access to Aloware tools, however, their visibility is limited; meaning that the data they can see (or manipulate) changes based on their role.

Aloware supports two (2) main user roles that represent how your team members interact with Aloware, and with your data: as Admin and as Agent.

  • Admins - Admins have full access to everything. They can create Lines, add users, delete ring groups, change routing, or modify any contact

  • Agents - Agents have read access to all your lines, users, contacts, and sequences. Agents can make or take calls, and send or receive messages from your contacts. Agents can view ALL of your contacts. Most Aloware clients use this access level for their team members


How to Add User and Setup User's Profile

Adding a User

Admins can only add the users and initially set up its settings.

  • On the lower-right corner of the screen, click Add button , to add and set the user's settings

Setup User's Profile

  • In the Users tab, fill in the necessary new user information in the Profile Settings tab

    • Email - This serves as the user's username when logging in to Aloware

    • Roles - Assign user role as Admin or as Agent

    • Password Type

      • Manual Password - Aloware will not send an email notification to the user in the manual password setting

      • Auto-Generate - Aloware will send an email notification to the user with the link directed to Aloware

    • Answer Type:

      • Using Apps - A default behavior to answer calls using the web browser, desktop, or mobile apps

      • Using Phone Number - Commonly used for call tracking. This forwards all calls to the user-provided phone number (usually a cellphone or off-site landline)

      • Using IP Phone - Used for desk-phone replacement.

      • Will not answer - It doesn't answer the phone call at all. It is recommended for managers, controllers, and the like

    • Change Contact Ownership

      • Allowing this setting will let the user assign a new contact to his ownership

    • Allow Contact Ring Groups Modification - It is recommended for admin access only

    • Allow Call Barge and Whisper - this allows users to talk without the contacts hearing them

    • Can Broadcast - Allowing the user to send Bulk Messages and Bulk RVMs (Ringless Voicemail) to your contacts


How to Set up User's Visibility Settings

By default, users will see all communications from the contacts they have access to. But, Visibility Settings gives the admin the ability to manage users' access based on their role and permission set.

  • Contacts Visibility

    • This gives control to the set of contacts a user can see and interact with:

      • Everything - user will see all the contacts

      • Ring Group Only - user will only see contacts that have interacted with a Ring Group the user belongs to, essentially creating a Team view.

      • Owned Only - this shows the user's own contacts on their contact page

  • Communication Visibility

    • This gives control to the set of contacts a user can interact with:

      • Everything - users can see all communications they have access to

      • Owned Only - users can only see their own outbound communications and all inbound communications from the contacts that they have access to

  • Reporter Access

    • This access only allows users to monitor Aloware reports, graphs, and tables. It is not intended to interact with the contacts or make calls


How to Set up User's Personalization Settings

The Personalization tab is where you set your user automatically to "always available" after login.

  • Focus Mode

    • Enabling this will show contacts assigned to the user

  • Available by Default, But Allow Manual Changes

    • Put user on available status after login and disable idle mode detection

  • Wrap up duration

    • This gives the amount of time to the user before going back to the next available call


How to Setup Notifications Settings

The Notifications Settings tab is where Admin or user configures the notification of the following:

  • Communications Notifications - notifies the user if any of the communication types occurs

  • Event Notifications - Notifies the user if an appointment or reminder event occurs

  • Line Notifications - Notifies the user from selected lines

  • Notification Channels - notifies the user of selected communication channels

    • Admin or user can assign a specific number to receive a text notification message

    • Disabling the Text Message tab will also disable the Send Text to custom number feature

  • Once settings are done, click Save

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