Support Center

User Groups

Last Updated: May 31, 2016 10:13PM EDT

What are User Groups?

User Groups are used for administrators to give restrictive access to users when using different parts of the Sharpen portal.

 

Why would I create User Groups?

User Groups allow you to customize how specific users are able to use the Sharpen portal. For example, you can give some users administrative access so that they can make routing changes or update sound files. You can also limit users to the End User dashboard if needed.

 

How do I set up a User Group?

  1. Login to the Sharpen Portal as an Admin

  2. Navigate to Admin > Settings > User Groups

  3. Click ‘New Group’

  4. Give the group a name

  5. Select the Parent Group

    1. The Parent Group has administrative access (can also be limited) over that specific User Group.

    2. This is the group that has access to the ‘listen’ feature while an agent under the current User Group is on a call

  6. Click the checkboxes to enable or disable tabs on an end user’s dashboard for:

    1. End User options

    2. Applications Options

    3. Configuration Options

    4. Settings Options

    5. Billing Options

  7. Click the checkboxes to enable or disable certain features within each tab

  8. Click ‘Save’

 

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