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New Participant
August 4, 2025
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Call Recordings- Limitations

  • August 4, 2025
  • 6 replies
  • 1026 views

Is there a way I can create a role where the only access they have is call recordings for a specific set of users?

    Best answer by Mary-Community_Moderator

    Hello ​@landonw,

    That's a great question, and yes, you can absolutely create a role with that level of granularity in the RingCentral Admin Portal. This is a perfect use case for a custom role with limited administrative permissions.

     

    Part 1: Create the Custom Role

    First, you'll create a role that only has the permissions you need.

    Log in to the RingCentral Admin Portal at service.ringcentral.com as a Super Administrator.

    Go to Users > Roles and click on New Role. Select a role to use as a starting point. I recommend to choose Standard.

    Click Next , then give the role a name (e.g., "Recordings Auditor - [User Group Name]"). You may also add a description of the role.

    Navigate to the Permissions tab.

    Go through all the permission categories and disable every permission by default.

    Look for the permissions related to Company Call Log & User Call Log.

    For example, enable permissions like:

    Company Call Log: View Only

    • Company Call Log: Access Recordings
    • User Call Log - Access Recordings

    Make sure to leave all other permissions off. Click Save.

     

    Part 2: Limit the Scope of the Role

    This is the crucial part that ensures the role only applies to a specific set of users.

    In the same Roles section, find the new custom role you just created and click Edit.

    Go to the Assigned Extensions tab.

    Here, you can select the specific extensions that this role will have permissions over. You can add users individually or by group.

    Once you have selected the specific users whose call recordings the person in this role should be able to access, click Save.

    Finally, assign this new custom role to the user who needs the access.

    After this is set up, the user with this role will be able to log in to their RingCentral online account and access the call logs and recordings for only the users you specified, and they will not have access to any other administrative functions.

    Hope this helps you set it up!

    6 replies

    Mary-Community_Moderator
    Community Manager
    Community Manager
    August 5, 2025

    Hello ​@landonw,

    That's a great question, and yes, you can absolutely create a role with that level of granularity in the RingCentral Admin Portal. This is a perfect use case for a custom role with limited administrative permissions.

     

    Part 1: Create the Custom Role

    First, you'll create a role that only has the permissions you need.

    Log in to the RingCentral Admin Portal at service.ringcentral.com as a Super Administrator.

    Go to Users > Roles and click on New Role. Select a role to use as a starting point. I recommend to choose Standard.

    Click Next , then give the role a name (e.g., "Recordings Auditor - [User Group Name]"). You may also add a description of the role.

    Navigate to the Permissions tab.

    Go through all the permission categories and disable every permission by default.

    Look for the permissions related to Company Call Log & User Call Log.

    For example, enable permissions like:

    Company Call Log: View Only

    • Company Call Log: Access Recordings
    • User Call Log - Access Recordings

    Make sure to leave all other permissions off. Click Save.

     

    Part 2: Limit the Scope of the Role

    This is the crucial part that ensures the role only applies to a specific set of users.

    In the same Roles section, find the new custom role you just created and click Edit.

    Go to the Assigned Extensions tab.

    Here, you can select the specific extensions that this role will have permissions over. You can add users individually or by group.

    Once you have selected the specific users whose call recordings the person in this role should be able to access, click Save.

    Finally, assign this new custom role to the user who needs the access.

    After this is set up, the user with this role will be able to log in to their RingCentral online account and access the call logs and recordings for only the users you specified, and they will not have access to any other administrative functions.

    Hope this helps you set it up!

    Mary-Community_Moderator
    Community Manager
    Community Manager
    August 6, 2025

    Hi ​@landonw, Just checking in if you have you had a chance to try out my suggestion?
    If it worked for you, feel free to mark it as the Best Answer so others can find it too! 😊

    New Participant
    November 25, 2025

    So I tried to do this but after I created the role and assigned the user to have access I didn’t have a assigned extensions tab. I only have overview with the list of permissions and the assigned users. Help!

    Mary-Community_Moderator
    Community Manager
    Community Manager
    November 25, 2025

    So I tried to do this but after I created the role and assigned the user to have access I didn’t have a assigned extensions tab. I only have overview with the list of permissions and the assigned users. Help!

    Hi ​@cbates, I’m a bit confused about the issue. The Assigned Extension tab and Assigned Users refer to the same thing. Could you clarify what you’re seeing on your end?  

    New Participant
    November 25, 2025

    I think I figured it out. I had to go under user groups and create there so that managers could listen to subordinates calls within their department without being bombarded with all recordings for both of our stores

    Mary-Community_Moderator
    Community Manager
    Community Manager
    November 25, 2025

    I think I figured it out. I had to go under user groups and create there so that managers could listen to subordinates calls within their department without being bombarded with all recordings for both of our stores

    Got it, thanks for the update! Glad to hear you were able to sort it out. 😊