Access to Call Recordings

[User3Inc]

Hi,

Is it possible to give a manager access to their "Departments" call recordings without giving them the manager role? We don't want them to have access to the administration settings.

Thanks!

 

[DimitrisL_3CX]

Hello @User3Inc,

The User roles are fixed and cannot be changed. So for a User to have access to the reports the Manager, Owner or System Owner must be assigned as per our guide User Access Roles Explained

 

[NicholasP_3CX]

Hi,

Is it possible to give a manager access to their "Departments" call recordings without giving them the manager role? We don't want them to have access to the administration settings.

Thanks!

If you have a CRM you can give them access through the CRM. We send the recording link, transcription and summary to the CRM for each call, allowing you to view the users' activity through the CRM.

 

[maggah_zw]

i think 3cx needs to revisit flexibility interms of access roles. We cant have the system having fixes roles and giving people more access to features that wont be neccesary. It would be a great help if they look into it and allow us to edit what roles can have access to.

 

[maggah_zw]

i think 3cx needs to revisit flexibility interms of access roles. We cant have the system having fixes roles and giving people more access to features that wont be neccesary. It would be a great help if they look into it and allow us to edit what roles can have access to.

ALso the documentation states the manager and owner can see recordings and reports but in V20 the system owner is the only one having access to both recordings and reports what might be the issue?

 

[NicholasP_3CX]

A manager has access to recordings for their department through their web client as a user, not through the admin console.

Before giving access





After giving access

 

[VoIPTools]

I encourage you to take a look at our 3CX Recording Manager tool. With our tool you assign managers to specific departments in the same way we did in V18. We provide a huge number of AI features not otherwise available. For those organizations in big call centers that need to analyze agent's handling of calls, or only analyzing calls with min/max lengths, or only every X number of recordings, or have different prompts for different departments, or agent + human scoring..., etc. look no further. We are releasing new AI features on a weekly basis. I cannot begin to keep our manuals, website, and YouTube channel up-to-date. Ask me for a demo. AI is a call center game changer.