Permission Levels Matrix

Although these permissions apply by permission sets (Assigning the Natterbox Permission Sets for full details), please remember that many users fall into more than one, for example, a Team Leader might be also be a User, and therefore they will have the combined permissions of the two users types, being able to both user and the CTI, and access Groups and Call Reporting.

Note: Having incorrect permissions causes pages to be displayed with the Insufficient Privilege Salesforce error page.

These are the defaults - as with all Salesforce permission sets, those with the appropriate levels of access can update these permissions to suit the needs of the company.

Tab	Section	Administrator (NBVC Administrator PermissionSet)	Team Leader (NBVC TeamLeader PermissionSet)	User (NBVC BasicUser PermissionSet)	Notes
Home		✅	✅	✅
Admin Home		✅	❌	❌
	Recording Access Page	✅	❌	❌
	Event Logs page	✅	❌	❌
	Error Logs page	✅	❌	❌
User Home		❌	❌	✅	Link in this page opens user's profile as available in Natterbox Users tab
Account Settings		✅	❌	❌	This includes editing skills and uploading sounds.
Natterbox Users		✅	❌	❌
	Create new users	✅	❌	❌
	User search / edit	✅	❌	❌
	Edit existing users	✅	❌	✅ - own only	User accesses page via User Home tab link.
	Access voicemail recordings	❌	❌	✅ - own only	User accesses page via User Home tab link.
	Licenses page	✅	❌	❌
Phone Numbers		✅	❌	❌
Devices		✅	❌	❌
Groups		✅	✅	❌
Routing Policies		✅	❌	❌
Dial Lists		✅	✅	✅	User can only create Personal lists, but can view/edit any list they are an admin for.
Call Logs and Recordings		✅ *	✅ *	✅ *	*Only the calls that the user is granted access to the recordings
Call Status (legacy)		✅	✅	❌
Call Reporting		✅	✅	❌
Wallboards		✅	✅ - own only	❌ - not in SF	All users can view wallboards outside of SF view read-only link. For more on wallboard permissions, see this guide.
Webphone		❌	❌	❌	Permissions granted from the Voice licence.
CTI		❌	❌	❌	Permission granted via licence (Freedom or SCV).
Call Center Configuration		✅	❌	❌
AI Advisor		✅	✅	✅	For more information on Natterbox AI permissions, see this guide.

Permission Levels Matrix

Products

Company