How it works
Get2Dial has three built-in roles:
Underneath the three roles is a finer-grained capability system: around two dozen
resource areas (carriers, queues, campaigns, DNC, recordings, live monitoring, API keys, and
more), each set to none, read, or write for a given user. A role is only a
starting set of these capabilities — assigning “Supervisor” to a user sets their
capabilities to the supervisor defaults, and you can then adjust any individual capability
for that person without changing their role label.
You can also define a custom role: a named, reusable set of capabilities you build once
and assign to any number of users. Assigning a custom role replaces a user’s individual
capability overrides rather than merging with them — the custom role becomes the sole
source of that user’s access.
When to use it
Use the built-in roles as-is for most of your team — they match how a contact center is actually staffed. Reach for a per-user override when one person needs an exception (a senior agent who needs to see reports, for example). Reach for a custom role when the exception applies to a group of people you’ll be creating repeatedly — it’s one definition instead of repeating the same overrides on every account.What it affects
Capabilities gate both what a user can see in the workspace and what their API key (if they have one) can do — the same capability model applies to both. Narrowing access is the main lever for satisfying an internal security review or audit.Change a user’s role or capabilities
1
Go to the user's profile
In the left navigation, select Users, then select the person.
2
Change their role, or edit individual capabilities
Choose a different built-in or custom role, or open Capabilities and set an
individual resource to None, Read, or Write.
3
Save
Select Save. The change applies the next time they load a screen that depends on it
— no sign-out required.