Security: call access rights
Set different call access permissions based on each person's role
Video
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Key points
- Restrict call access so each team only sees the calls that concern it: useful for large teams, multi-region organizations or independent units.
- There are two levels: a global access setting defined by the admin, and a per-call setting adjustable by participants, managers and admins.
- Configure global access in Settings > Security: for each role (admin, manager, user), choose the access type (full, by team or individual).
- With team access, a call is attached to the teams of its participants: a Sales + CSM call is visible to both teams according to the configured rights.
- Refine rights per team from Settings > Teams: access to all calls, to calls of several teams, or only to their own team.