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 | Team Leader | User | Notes |
|---|---|---|---|---|---|
Home | ✓ | ✓ | ✓ | ||
✓ | x | x | |||
Recording Access Page | ✓ | x | x | ||
Event Logs page | ✓ | x | x | ||
Error Logs page | ✓ | x | x | ||
User Home | x | x | ✓ | Link in this page opens user's profile as available in Natterbox Users tab. | |
✓ | x | x | This includes editing skills and uploading sounds. | ||
Natterbox Users | ✓ | x | x | ||
✓ | x | x | |||
User search / edit | ✓ | x | x | ||
Edit existing users | ✓ | x | ✓ - own only | User accesses page via User Home tab link. | |
Access voicemail recordings | x | x | ✓ - own only | User accesses page via User Home tab link. | |
✓ | x | x | |||
✓ | x | x | |||
✓ | x | x | |||
Groups | ✓ | ✓ | x | ||
✓ | x | x | |||
Dial Lists | ✓ | ✓ | ✓ | User can only create Personal lists, but can view/edit any list they are an admin for. | |
✓ | ✓ | ✓ - own only | |||
Call Status (legacy) | ✓ | ✓ | x | ||
✓ | ✓ | x | |||
✓ | ✓ | x | For more information on wallboard permissions, see this guide | ||
Webphone | ✓ | x | ✓ | The webphone is not a tab but the permissions are held within the app. | |
CTI | x | x | ✓ | Permission granted via licence assignment. The CTI is used as a front end for the webphone - it has no specific permissions within the app except to be accessed via licence, and is used with the app in conjunction with the webphone. | |
✓ | x | x | |||
Insight Search | ✓ | ✓ | ✓ | For more information on Natterbox AI permissions, see this guide. |