Hopefully somebody is able to advise on this as I’ve not been able to find the info online.
We work with a finance company who want to be able to access our call logs for audit purposes - is there any way to set up access for them to our call recordings without us giving them a full admin privileges?
Thank you for the help.
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Yes. I would set them up with a ‘mobile’ account, since they wouldn’t be making calls - that’s step 1.
Under Users - you will see Roles on the left side. There, you would create a specific role for say, Audit Only.
In the Role configuration, you can select exactly which things you want that account to do - calls, access, etc. Down near the bottom are the Call Log features.
Once you select which areas to give access to - in the actual user, under User Details - assign the role to that user. Test! :)
Hope that helps - if not, let us know what other bits are missing.
Good luck.
Hey, @JMHeatio Was @Joe Cache able to help you out with your question? If so, we’d appreciate it if you would mark it as “best answer” so we can ensure other customers can find this answer if they have the same issue. If not, how can we help further?