Allow changing of status for other users

[kseba77]

Is there a way to allow other people to change the extension/user status without giving that person "Perform receptionist operations.." access?
I have a problem giving people assign and clear extension rights that come with that setting.
If there is no way to do this currently, can these feature be separated in the future releases of the software?
We have receptionists who are def. not qualified to have clear extension rights but quite often need to change status of other people who either forgot to do it or simply did not come to the office because of sickness, etc.

 

[Evolute IT]

You can actually use the CFD if you want now.

Make a callflow with a user input to grab the extension number, a second menu to choose the status to assign and then use the SetExtensionStatus component (v18 only) to set it. No need for any rights and just give the ext number of that callflow to those authorized.

Or, even better, use the authentication to authorize who can change a status.

 

[kseba77]

You can actually use the CFD if you want now.

Make a callflow with a user input to grab the extension number, a second menu to choose the status to assign and then use the SetExtensionStatus component (v18 only) to set it. No need for any rights and just give the ext number of that callflow to those authorized.

Or, even better, use the authentication to authorize who can change a status.

That makes sense but I am not on v18 yet (will be in few weeks). When I switch I will def. try your recommendation.
Not fully understand you 2nd option. What do you mean authorize who can change the status? The only place where I saw I can do that is giving the user "Perform receptionist operations.." rights which I do not want to do due to clear and assign permissions linked to that setting. Did I miss something?
thank you
s

 

[Evolute IT]

The CFD is like programming. You can customize the flow of the call as long as it is in the CallFlow App.

To authorize, you could have a queue in the system that is just to have a list of authorized users, then, in the CFD, you can grab the extension from either a User Input component or simply the "session.ani" variable, and with this you can decide if that user has the right to change a user status.

 

[kseba77]

The CFD is like programming. You can customize the flow of the call as long as it is in the CallFlow App.

To authorize, you could have a queue in the system that is just to have a list of authorized users, then, in the CFD, you can grab the extension from either a User Input component or simply the "session.ani" variable, and with this you can decide if that user has the right to change a user status.

I see so it really relates to the Call Flow App solution. Yet another reason to upgrade to 18.

With that said a message to 3cx dev team! Please separate the permissions for extension clearing and assignment away from other options for the receptionists. Just make is a separate checkbox
Once again thank you Frederick!

 

[Evolute IT]

I see so it really relates to the Call Flow App solution. Yet another reason to upgrade to 18.

With that said a message to 3cx dev team! Please separate the permissions for extension clearing and assignment away from other options for the receptionists. Just make is a separate checkbox
Once again thank you Frederick!

If you need that CFD built for you, let us know! It wouldn't be an expensive job

 

[kseba77]

If you need that CFD built for you, let us know! It wouldn't be an expensive job

@Frederick Marcoux interesting proposition
I actually was going to look for help integrating 3CX with another software in order to control the status of the extension based on time clock entries. can you help with that?

 

[ChrisC_3CX]

@kseba77

control the status of the extension based on time clock entries

For this you could look into the Profile Status auto switch functionality which will have extensions automatically switch Profile statuses based on time conditions.

With Auto switch enabled, the following will apply:

Out of Office hours: switches extension to "Do not Disturb"
Lunch time: switches extension to "Away"
In Office hours: switches extension to "Available"

You can enable profile status auto-switching for an extension under "Extensions >> Edit >> Forwarding Rules".

Is there a way to allow other people to change the extension/user status without giving that person "Perform receptionist operations.." access?

You can actually also do this by calling the special menu(default:999). You will only need the extension's number and their voicemail PIN.

1. Dial 999
2. Press #
3. Enter extension number. The one for which you want to change the profile status.
4. Enter that extension's voicemail PIN and then press #.
5. Press 9 for Options
6. Press 1 to change profile status.
7. Make the desired selection.