Platform User Groups

Modified on Thu, 9 Jan at 3:21 PM

Manage groups of permissions for platform users.

Management > Platform Users > Groups

Platform users manage service provider accounts in the Admin Portal, so they have a greater level of access than end users. But why tediously go through every single user and assign a different set of permissions on what exactly they can do? Instead, set up a Platform User Group, assign what power and permissions will be available to members of that group, and just add the Product Users that will need those permissions to the group.

Groups can be sorted by name or user count. If you can't find the one you're looking for, use the search field.

Platform User Groups

Add a Platform User Group

Click [+ Add Group].
Enter the Name of the group.
Set each permission to the level needed for users in that group to accomplish their role.
- Granting more permissive rights will grant all lower permissive rights. For example, Create rights will also grant the Edit and View rights.
- Select Hide to keep the information indicated from being seen by the members of this group.
Click [Save].

Permissions

Highlight a group and click Edit to view or edit its information. Here, you can modify the name of the group and the permission level the users assigned to the group will have.

Use the following options to indicate if Platform Users in the group will be able to View, Edit, Create, Delete, or have the information in a given section hidden from them. Granting more permissive rights will grant all lower permissive rights (e.g. granting Edit rights will also grant View rights).

Field	Description
Account	Indicate if members of the group will be able to view, edit, create, or delete customer accounts.
Account Bulk Statuses	Indicate if members of the group will be able to view or edit the status of multiple accounts at one time using the Bulk Accounts Status Update tool. In order to enable the Edit rights to this permission, the Platform user must at least be given View rights to the other Product sections (Platform Calling Plan, Platform Groups, and Platform Users).
Account Call History	Indicate if members of the group will be able to see Call History of a customer's account.
Account History	Indicate if members of the group will be able to see the history of changes on a customer's account.
IP Allowlist	Indicate if members of the group can view or edit the Network Access allowlist.
Phone Number	Indicate if members of the group will be able to see the Number Management section. This must be set to the View right in order to enable the product user to see/edit Phone Number Inventory and Service Activation Events.
Phone Number Inventory	Indicate if members of the group will be able to adjust inventory thresholds and view the numbers in the inventory.
Phone Number Service Activation	Indicate if members of the group will be able to add, delete, or add phone numbers from customers' accounts.
Product	Indicate if members of the group will be able to see the entire Product section and its sub-sections: Calling Plans, Inbound Rate Plants, Platform Users/Groups, Local Calling Areas, Device Inventory, and Accounts.
Product Calling Plan	Indicate if members of the group will be able to view, edit, create, or delete/archive calling plans and inbound rate plans, and edit the local calling areas and device inventory.
Product Groups	Indicate if members of the group will be able to edit, create, or delete Platform User Groups.
Product Users	Indicate if members of the group will be able to edit, create, or delete a Platform User.
Reports	Indicate if members of the group will be able to see Reports on this account.
Route Plan	Indicate if members of the group will be able to change the route phone traffic takes. This should be left at the Hide or View rights level, as changing the route can impact a customer's ability to make calls.
SIP Credentials	Indicate if members of the group will be able to view or edit the SIP Username and SIP Password on a device's Device Lines.

Example Groups

Here are the permissions and a few examples of groups and the roles they play in an organization. The groups you create will be specific to the needs of your organization.

Admin

PlatformGroups-Admin

Customer Support

This group can access the portal to make adjustments to numbers and customer accounts (create accounts, submit ports, finish customer setup, etc.), but they can't edit calling plans or platform groups.

PlatformGroups-CustomerSupport

Limited Support

This group can make edits to voice customer accounts but can only view other parts of the account in order to answer any questions your customers may have.

PlatformGroups-LimitedSupport

View Only

This group can look up customers and pull reports from the portal, but they can't make any changes.

PlatformGroups-ViewOnly