What permissions are assigned to each role?

What permissions are assigned to each role?

MyOperator Pro has three user roles with a clear hierarchy. Use roles to apply least-privilege access, keep data secure, and make audits simple.

Roles at a glance

  • Administrator (Admin / Super admin) — Full, account-wide control across all data and settings.
  • Manager — Department-level control. Can manage their own account and users/content within assigned department(s).
  • Call agent (Basic) — Entry-level access to their own items; cannot view other users’ panels; can change their own password.
Note: “Call agent” and “Basic” refer to the same role in MyOperator.

Default permissions by feature

Feature / Area

Administrator

Manager

Call agent (Basic)

Contacts

✅ Access all contacts

✅ Access all contacts

✅ Access all contacts

Exports (contacts, users, logs)

✅ Can export

✅ Can export

❌ Cannot export

IVR (multilevel/multiple IVRs, add departments)

✅ Full create/manage

❌ Not allowed

❌ Not allowed

Logs

✅ View & add/edit company-wide logs

✅ View & add/edit department logs

✅ View own logs only

Remarketing (SMS, Facebook integrations)

✅ Allowed

✅ Allowed

❌ Not allowed

Reports

✅ View all reports

✅ View all reports

✅ View all reports

Send SMS

✅ Allowed

✅ Allowed

❌ Not allowed

Users

✅ View, add/edit, delete users

✅ View, add/edit users

✅ View users only

API Integrations (e.g., CRMs → MyOperator)

✅ Allowed

✅ Allowed

❌ Not allowed

Scope rules: Managers act only within their assigned department(s). Call agents act on their own records. Administrators act account-wide.

Create or adjust custom permissions

Prerequisites

  • You are signed in as Administrator / Super admin.
  • Your plan includes multi-user roles & permissions.
  • If your organization enforces SSO/Directory Sync, some permissions may be controlled by your IdP.

Steps (Web)

  1. Log in to the MyOperator panel with super admin credentials.
  2. Click Manage (top navigation).
  3. Under Functionality, select Permission.
  4. For Administrator, Manager, or Basic, check/uncheck the boxes to grant or revoke permissions.
  5. Click Save.

Result: Updates apply immediately. A “Permissions updated” message appears, and the change is recorded in Audit Log.

Limitations & notes

  • You cannot remove or downgrade the last Administrator. Assign another Admin first.
  • Some checkboxes may be locked by plan limits or IdP policy (SSO/SCIM).
  • Permission changes can affect dependent features (e.g., disabling Exports removes CSV buttons in Reports).
  • Department changes alter what Managers can see/do; review department assignments after role or org changes.

Troubleshooting

  • “Permission” page missing or greyed out: You’re not an Admin/Super admin, or SSO policy controls permissions.
  • User can’t access a feature after change: Confirm both the role permission and the department scope.
  • Exports or SMS buttons not visible: Ensure the feature is enabled for that role and allowed by your plan.
  • Still stuck? Capture a screenshot and the Audit Log entry and contact Support.

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