Our Sales department requires access to the call logs, recordings and other statistics to perform various checks and run analysis. Within our sales department, we have multiple sale groups and each group is headed by a group manager. As such, we would like to give the group managers enough permissions under the user portal so that they only view their group members' call logs and call recordings.
As it currently stands, we can either give a user permission to view all user call logs and recordings or just their own.
Tested Solution (Unsuccessfully)
We come across “User Groups” and based on the description provided (screen shot attached) we should have been able to achieve this.
Description: “A user group gives a group manager access to its members' settings and call logs”.
Unfortunately, this has not helped. We have tried to set up a group where we made one user the group manager and assigned him a standard role under Admin Portal > Users > Roles. The group manager was only able to view his/her own call logs and recordings. Since there are no other permissions levels that we can manipulate under user groups, we tried other types of roles and even some custom roles to no avail. The group manager either had access to all the call logs and recordings or just his own. We could not narrow it down to just the group members. Being a group manager has no affect on permissions and access levels.
When creating user groups under Admin Portal > Users > User Groups –
If the group manager is set up as a standard user at site level, then his access at site level should be determined by that role but if he/she is a group admin at the same time, he/she should be able to access call logs and recordings of his/her own group members.
If the group manager has a higher role then his/her permission at the site level should be elevated accordingly. The group manager permissions should persist either way.