Role Management

Roles in Uniconnect

In any organization, users need access to different types of data to perform tasks such as sales, marketing, customer service, and inventory management. The data each user requires depends on their specific job responsibilities. As an Uniconnect system owner, your responsibility is to ensure users can access the customer data necessary for their work while restricting access to information they do not need.

Uniconnect allows you to create and assign roles to users according to their job functions. By default, the system includes System Owner and User roles. These default roles can be used as a foundation to create additional roles and build your organization's role hierarchy.

Who can see this?

Access to Role Management is managed through Role Configurations.

Configuration -> Role Management > Users > Role Configuration (link to Role Configuration)

Navigation Path

1. Go to Configuration
2. Click Role Management

Creating Role

By default, the System Owner and User roles are available in Uniconnect. Additional roles for users can be created based on their position within organization’s hierarchy and the features available in your Uniconnect license.

Note

• Users with an System Owner role have access to all data in the system.

To create new role,

1. Go to Configuration -> Role Management.
2. Click Create.
3. On the New Role page, complete the following:
   • Role Name – Enter a unique name for the role. Avoid using duplicate role names.
   • Add Permissions
4. Click Save.

Assigning Roles to Users

Once roles are created, role can be assigned to user to control their level of data access.

To assign a role to a user,

1. Go to Users.
2. On the Users page, click the name of the user you want to update.
3. In the user’s details page, click the Edit icon.
4. On the Edit User page, select the appropriate Role from the dropdown list.
5. Click Save.

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Editing Role

Existing roles can be updated whenever there are changes in the organization's hierarchy. While editing a role, you can perform the following actions:

• Rename the role
• Change Permission

When a role name is changed, all related data sharing rules are automatically updated. This means you do not need to manually modify data sharing rules or user details.

To edit a role,

1. Go to Configuration -> Role Management.
2. Select the Role.
3. Update the necessary role properties.
4. Click Save.

Deleting Role

Existing role cannot be deleted, without transferring the users to a new role.

To delete a role,

1. Go to Configuration -> Role Management.
2. On the Roles page, click the role you want to delete.
3. In the Role Details page, click Delete.

Permissions

Category	Permission	Purpose
AI Configuration	Manage Conversations	Manage and control AI-driven conversations
Calls	Make Outbound Calls	Place outbound calls from the system
	Access Call Logs	View call history
	Listen Call Recordings	Play back recorded calls
	Download Call Recordings	Save call recordings locally
Campaign	View Campaigns	Access campaign details
	Manage Campaigns	Create and edit campaigns
	Execute Campaigns	Run campaigns
	Manage Leads	Handle lead records
	View Leads	Access lead information
	Manage DNC List	Maintain the Do Not Call list
CRM Configuration	CRM Configuration	Create and modify modules and fields
	CRM Module Delete	Remove CRM modules
Email	Manage Email Templates	Create, edit, and delete email templates
	Send E-mail	Send emails from CRM
	View Sent Email	View previously sent emails
Groups	View Group	View only groups created by the user, or groups they belong to, or all groups depending on access level
	Create Group	Create new groups
	Update Group	Update only groups created by the user, or groups they belong to, or all groups depending on access level
	Delete Group	Delete only groups created by the user, or groups they belong to, or all groups depending on access level
Messaging	Send SMS	Send SMS from CRM
	View Sent SMS	View previously sent SMS
	Manage SMS Templates	Create, edit, and delete SMS templates
Status Management	Manage Status	Create, edit, and delete statuses
System Configuration	Global Configuration	Edit global system configuration
	Module Configuration	Edit module settings
	Theme Configuration	Modify application theme
	Logs/Task Queues	View logs and task queues
	Audit Logs	View only own audit logs, or audit logs of group members, or all audit logs depending on access level
	Active Session	View only own active sessions, or sessions of group members, or all sessions depending on access level
	System Update	View current and latest updates
	API	Manage API integrations
	Webhook	Configure and manage webhooks
	Log Purge	Purge system logs
Users	View Users	View only own profile and created profiles, or group members, or all users depending on access level
	Create User	Create new user accounts
	Update User	Update only own profile and created users (cannot change own role), or group members, or all users depending on access level
	Deactivate User	Deactivate only created users, or group members, or all users except own account depending on access level
	Enable Personal 2FA	Enable or disable two-factor authentication under user profile
	Role Configuration	Manage roles and define permissions
	Auto Answer Mode	Automatically answer incoming calls
	Auto Answer Delay	Ring first, then auto-answer after configured delay
Workflow Management	Manage Workflow	Create, edit, and delete workflows
	Manage System Workflows	Manage system-defined workflows
CRM Modules	View	View only own records, or group members’ records, or all records depending on access level
	Create	Create CRM records
	Update	Update only own records, or group members’ records, or all records depending on access level
	Delete	Delete only own records, or group members’ records, or all records depending on access level