Call Recordings: Limit a manager to only access specific users/queue

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  • Updated 5 months ago
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Need to be able to give managers access to only a subset of call recordings (not all company-wide recordings).

Sample Scenario:
I have a manager who currently has access to all users' call recording as it is enabled for all users.

Expected Resolution:
a way for me to limit the manager to only be able to listen to specific user's call recordings and not company-wide.

1. US
2. General Services
3. Call Recording access restrictions
4. Stated above
5. We would like this available in all our RingCentral accounts (we are an RC partner)
6. 30-40
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Posted 9 months ago

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Regie Simon

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Regie Simon

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This reply was created from a merged topic originally titled Permissions based Call Recording..

1.US account
2.Insurance Services 
3. Permissions based call recording
4. I want to be able to record everyone's calls but only want people to be able to listen to recordings of the people they manage and not anyone who they report to.  
5. This will enable managers to review calls for training of their employees but not be able to listen to their bosses call recordings.
6. 80
I already figured a work around for this.

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Brandon Arzillo

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What is the work around?
1. Create a new role or find an existing role that matches the settings you want for the manager
(I had to create a new one since I wanted something more custom that the existing manager role)

2. Create a new User Group

3. Add the manager and members (users who the manager can listen to) to the User Group

4. Promote/Assign a manager for the group and your done

Note: Only 1 manager can be assigned per user group


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Brandon Arzillo

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Can you create two similar groups to get around that bottom note
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Murray Keith

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To confirm

Create User role (custom role with what company call log and user call log permissions ?)
Assign team manager to that role
Create user group - add group members and manager
Then when group manager logs in they only see the groups recorded calls ?

I have set this up with Team Mangaer role permissions set for company call log (Access recordings and View Only) and User Call log (Access recordings, Download & Delivery and View Only)
When the team manager logs in they see all company recorded calls ?

i then changed the team manager role permissions to User Call log (Access recordings, Download & Delivery and View Only)
When the Team Manager logs in they can only see thier own recorded calls
NOTE: the team manager role also has the User Management (User) permission

Can you confirm what i am missing in the role permissions to restrict the team manager to only be able to access the group members recordings.

thanks

I had to create a custom role since we needed something specific for the manager but what is important in this custom role setting is that under "User Management", you have User Group enabled and under "User Call Log" you can set whatever is needed.

Here is a link to an image as to how we have this custom role setup: https://nimb.ws/3o0Pxd

And this is how the user group should look like if you have done it correctly: 
https://nimb.ws/itNAcQ
https://nimb.ws/H6oLWI
https://nimb.ws/Qn7zSU

If all is set correctly then the following statement is true,

The manager of the group will have access to the group members' user call logs. 
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Murray Keith

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thank you for the direction. Ringcentral now restrict access to the call logs as described. 
One more quick Q  have you used RingClone to archieve call logs / recorded calls ?
i believe it should sync the user permissions automatically but we dont seem to be seeing that happen. 
you are welcome. you do not need to use another service for archiving as RC is doing its best to have it all. we use RC's archiver and currently, we are archiving this to our Google drive.
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