The admin portal supports multiple logins with configurable roles. A full admin can do everything. A restricted admin might see reports but not recordings. An office manager might see only their department. Roles are per-user and per-company.
Adding a new admin login requires support. Restricting or removing an existing login is self-serve inside the portal.
Roles at a glance
- Full admin. Everything. Add users, edit routing, view all reports, listen to all recordings, manage billing.
- Restricted recording access. Sees reports and call logs but cannot play recordings. Useful for managers who should see volume without hearing content.
- Read-only reports. Can view dashboards and call journeys but cannot change system settings.
- Partial access. Specific modules toggled on or off per user.
Pick the least privilege that still lets the person do their job. It is easier to add access later than to explain why someone saw something they should not have.
Module toggles
Inside each user's settings, the Modules section controls what they see on the Reports dashboard. Toggleable modules include:
- Tiles. Big number stats on the dashboard.
- Statistics. Detailed metric breakdowns.
- Charts. Volume and trend graphs.
- Live calls. The real-time active call view.
- Call logs. Journey-based call history.
Toggle a module off and that user never sees it. Useful for stripping down the interface for a user who only needs one view.
Adding a new admin
Adding a new login is not self-serve. Email support or call 718.395.1550 with:
- The person's full name.
- Their email address.
- The role you want assigned.
- Any modules to restrict.
We create the login, email the person their credentials, and confirm with you. Usually same day.
Removing access
Removing is self-serve. Go to Users, click the person, and toggle their access off or delete the login. Their data stays. Their ability to sign in does not.
Do this the moment someone leaves the company. Former employees with active logins are a bad look during an audit.
Resetting a password
A user can reset their own password from the sign-in page. If an admin needs to force a reset, that also sits inside the user's profile page in the portal.
The user gets a reset email. The new password must be set within 24 hours or the reset token expires and you will need to send a new one.
Seeing who did what
The portal keeps an audit log for sensitive actions. Recording playback, user changes, and billing updates are all tracked with timestamp and user. Contact support if you need an audit export.