Under Extension and Trunk > Role, you manage the user roles of the Cloud PBX. Roles define which menu items and features are visible and available to the assigned extensions. This allows you to set up different permission levels for various user groups — e.g., administrators with full access, employees with restricted visibility, or specialized roles such as reception or accounting.
Access Role Management
- Log in to the Cloud PBX administration portal.
- Navigate to Extension and Trunk > Role.
Role List
The role list displays all existing roles with their name and available actions:
| Column | Description |
|---|---|
| Role Name | The name of the role. |
| Operations |
Default Roles
The PBX comes with the following predefined roles:
| Role | Description |
|---|---|
| Administrator | Full access to all menu items and features of the PBX. |
| Supervisor | Access to most management functions, typically for team leaders. |
| Operator | Permissions for reception and call routing tasks. |
| Employee | Default role for regular employees with restricted access. |
| Human Resource | Specific permissions for human resources management. |
| Accounting | Access to billing-related features. |
| Hotel Manager | Specialized role for hotel environments. |
Actions
Add a Role
Click Add to create a new custom role. In the editing dialog, you can set the role name and configure the permissions via four tabs:
- Menu Visibility: Determines which PBX menu items are visible to users with this role.
- Extension Visibility: Defines which other extensions are visible to users with this role (e.g., in the phonebook or for BLF keys).
- Contact Visibility: Controls which contacts are visible to users with this role.
- Settings: Additional role-specific settings.
Copy a Role
Select an existing role using the checkbox and click Copy Role to create a duplicate. This is useful when you want to create a new role that is similar to an existing one — copy the existing role and adjust only the differences.
Delete a Role
Select one or more roles using the checkboxes and click Delete, or use the trash icon in the row of the respective role. Note that roles that are still assigned to extensions cannot be deleted.
Edit a Role
Click the edit icon (pencil) in a role's row to configure its permissions. The editing dialog contains the four tabs described above.
Assign a Role to an Extension
Role assignment is not done on this page but in the extension settings. Navigate to Extension and Trunk > Extension, edit the desired extension, and select the desired role from the Role dropdown in the User tab.
Important Notes
- Customize default roles: The predefined roles can be edited and adjusted to your requirements. It is recommended to review and customize the default roles before assigning them to extensions.
- Impact: Changes to a role take effect immediately for all extensions assigned to that role.
- Search: Use the search field in the top right to quickly find a specific role when you have many roles.
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