Security Access Groups

Who should read this article: Administrators

Create and modify custom user access groups (roles) to grant or restrict access to Voiso features.

Introduction

The Security Access Groups feature is available for Voiso Professional Plus customers. By default, Voiso provides the following system roles, which can be assigned to a user to grant access to sets of features that are relevant to their job. The roles are:

Voiso customers with the Professional Plus plan may create and assign custom access groups to fine-tune the permissions for an access group. For other plans, a limited number of user permissions may be modified when a user is created or edited.

The following tables provide descriptions of the permissions for each feature area:

• Administration
• CDR
• Inbound
• Messaging
• My Numbers
• Number masking
• Outbound
• Real-time dashboard
• Recordings
• Reports
• Users & Teams

Administration

CDR

Inbound

Messaging

My Numbers

Number masking

Outbound

Real-time dashboard

Recordings

Reports

Users & Teams

Creating a custom access group

If the default Security Access Groups do not meet your organization's needs, you can create custom root access groups. There are two approaches to creating new access groups: creating a new access group "from scratch" or clone and then modifying an existing access group. The first approach means that you have to consider every single setting. In contrast, the second approach means you only have to disable one or more settings to differentiate your custom access group from the existing one.

Creating a custom access group from scratch

To create a new custom access group beginning with all permissions enabled, follow these steps:

1. From the Voiso navigation bar, select Administration > Security access groups.
2. In the Security Access Groups page, click Add new access group.
3. All permissions are initially granted except for Enable hardware phone in the Create Security Access Group page.
4. Add a name in the Group name field.
5. Review each permission and de-select the ones you do not want to grant to the access group.
6. Click Save.
7. Assign the new access group to one or more users.

Creating a custom access group from a clone

When you clone an access group, you cannot add new permissions, and you can only disable permissions to make the new access group more restrictive than the cloned access group. To create a new custom access group based on an existing access group, follow these steps:

1. From the Voiso navigation bar, select Administration > Security Access Groups.
2. In the Security Access Groups page, hover your mouse pointer over the group to be cloned, then click Clone.
3. Add a name in the Group name field.
4. In the Clone Security Access Group: <access group> page, de-select the permissions you want to disable for the new access group.
5. Click Save.
6. The new access group appears on the Security Access Groups page as a sub-access group of the access group you cloned.

Exporting custom groups as a CSV

To enable you to copy your custom Security Access Groups from one contact center to another, follow these steps to export your custom Security Access Groups:

1. From the Voiso navigation bar, select Administration > Security Access Groups.
2. In the Security Access Groups page, click Export CSV.
3. A CSV file named security-access-groups-export.csv is downloaded to your computer. It contains a list of the configuration setting names on the first row and your custom Security Access Groups on subsequent rows in the following format, where y = enabled and n = disabled:

child_group_name,parent_group_name,n,n,n,n,n,n,n,n,n,n,n,n,n,n,n,n,n,n,n,n,n,n,n,n,n,n,n,n,n,n,n,n,n,n,n,n,n,n,n,n,n,n,y,y,n,y,n,n,n,n,y,n,n,n,n,n,n,n,n,n,n,y,n,n,y,n,n,n,n,n,n,n,n,n,n,n,n,n,n

Importing custom groups from a CSV

To enable you to copy your custom Security Access Groups from one contact center to another, follow these steps to import your custom Security Access Groups:

1. From the Voiso navigation bar, select Administration > Security Access Groups.
2. In the Security Access Groups page, click Import CSV.
3. Navigate to the location where you stored the Security Access Groups CSV you previously exported, then click Upload.
4. Click Process.
5. The message Done! displays when your imported Security Access Groups are ready to use.

Assigning an access group

When the Security Access Groups feature is enabled, all users must have a Security Access Group assigned (this is the same as the Role for Professional and Startup plans). By default, new users are created with the Agent security access group. To assign an access group to a user, follow these steps:

1. From the Voiso navigation bar, select Users > Users.
2. In the New User or Edit User page, select a Security Access Group from the Security access group menu.
3. Click Save.

Deleting a Security Access Group

You can delete custom Security Access Groups. To delete a custom access group, follow these steps:

1. From the Voiso navigation bar, select Administration > Security Access Groups.
2. In the Security access groups page, hover your mouse pointer over the group to be deleted, then click Delete.