How are the roles useful?

How are the roles useful?

Roles control who can access which features in your MyOperator account. Using the right role keeps data secure, speeds onboarding, and prevents accidental changes.

What each role is good for (at a glance)

  • Administrator — Full control for configuration and account management. Ideal for owners and senior admins.
  • Manager — Team oversight and reporting without full system control. Great for supervisors and team leads.
  • Call Agent — Handles calls and personal productivity tasks only. Best for front-line users.
Tip: Start with the least-privilege role that still lets someone do their job.

Prerequisites

  • You must be signed in as an Administrator to change a user’s role.
  • You need access to the MyOperator web dashboard.

Assign one of the predefined roles (Web)

  1. Sign in as an Administrator.
  2. Go to Settings → Users & Roles.
  3. Select the user.
  4. In Role, choose Administrator, Manager, or Call Agent.
  5. Click Save.

Result: The user’s permissions update immediately. They may need to refresh or re-login to see changes.

Optional screenshot:
Alt text: “MyOperator ‘Users & Roles’ page showing the Role dropdown with Manager selected.”

Limitations & notes

  • Custom roles: Not supported.
  • Editing permissions of predefined roles: Not supported.
  • Mobile/API: Role changes are supported on the web dashboard only. There is no API or mobile-only method for creating custom roles.

Troubleshooting

  • I can’t change a role.
    Confirm you are an Administrator. If not, ask your account owner to update your access.
  • I don’t see ‘Users & Roles’.
    Your current role may not include user management permissions. Ask an Administrator to review your access.

Examples

  • Team lead who monitors reports but doesn’t change settings: Assign Manager.
  • Agent who only handles calls and sees personal stats: Assign Call Agent.
  • Owner/admin who configures billing, users, and settings: Assign Administrator.

Feature request / next step

Need custom roles for compliance or least-privilege access? Submit a feature request with:

  • Your use case (e.g., “report-view only”)
  • The specific permissions required
  • The number of impacted users/teams

Escalation: Contact Support via your help portal or email support@myoperator.com.

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