Standard Data #

Standard Data refers to traditional Call Detail Records (CDRs) captured from the organization’s call server, providing call activity details such as date, time, duration, and phone numbers, along with call accounting functionality.

Standard Permissions #

• Role: Defines what actions the user can take in the product
  • No Access: User does not have access to Standard Data.
  • Full Access: User can administer and report on all Standard Data.
  • Elevated: User can create their own Dashboards, Reports, and Traffic Analysis Reports, and use Call Exploration to access assigned Standard Data. Elevated users can all set default Dashboard widgets and administer all Reports in their tenant. 
  • Standard: User can create their own Dashboards and Reports, and use Call Exploration to access assigned Standard Data. User has no admin permissions. 
  • Custom: Adds the Custom Role tab. Custom permissions can be assigned to the user.
• Data Access: Defines what data the user access to report on. This option is shown if Elevated, Standard, or Custom role is selected. If a user has Full Access they have access to all Standard Data.
  • All Data: User has access to all Standard Data.
  • Specific Data: Adds the Data Access tab. Customer data access can be assigned to the user.

Custom Role #

With Custom Roles, Admins can tailor access levels to specific user needs. This allows for more flexible permission settings beyond the default roles.

Dashboard #

• Dashboard: Users can create their own Dashboard and Widgets. Admins can also share Widget templates and set a Default Dashboard in Infortel Classic

Reporting #

• Reporting: Users can create their own Report Templates and Schedules using standard data fields. Admins have access to all data fields, as well as all user’s reports.
• Call Exploration: Users can run Call Exploration using standard data fields. Admins can run Call Exploration lookups against all data fields.
• Traffic Analysis: Allows users to run Traffic Analysis reports.

Administration #

• Alarms: Viewers can view Alarm definitions and use the Alarms widget to see fired Alarms. Admins are also able to create/update/delete Alarms.
• Connector: Viewers can view all Connectors and their configuration. Admins can create/update/delete Connectors.
• Directory: Users can create/update/delete Organizations, People, and Objects (Extensions, Devices, Cisco Logins, and Auth Codes). Admins are also able to create/update/delete/run Directory Imports and purge users from the directory.
• Extension Locations: Allows users to create/update/delete Extension Locations.
• Hunt Group Database: Allows users to create/update/delete Hunt Groups.
• Manage Pricing: Allows users full access to Call Routing and Rating functions.
• Phone Number IDs: Allows users to create/update/delete Phone Number IDs
• Phone Number Translations: Allows users create/update/delete Phone Number Translations
• Trunk & Gateway Inventory: Allows users to create/update/delete Facilities and Trunks/Routes.

Data Access #

Specific Data Access is set of Data Access is set to Specific Data. To set Data Access, navigate to the Data Access tab.

Organization Access #

• Entire Organization: Users have access to all users in the directory. This will give the user access to all data, within their Data Source Access.
• Specific Organization: Assigns access specific Org Units
  • Use the checkboxes in the tree to assign Org Units to the user
  • If needed, ‘Include Specific People’ can be enabled to assign a user access to specific people

Data Source Access #

• All Data Sources: Users have access to all Data Sources. This will give the user access to all data, within their Organizational Access.
• Specific Data Sources: Assigns access to specific Data Source
  • Use the checkboxes to assign access to a Data Source
  • Show only selected will filter the list to show only data sources the user has access to

Report Menu Access #

Report Menus allow you to restrict which templates a user has access to.

• All Report Menus: User has access to all Report Menus. This gives the user access to all Report Templates in the product.
• Specific Report Menus: Assigns access to specific Report Menus
  • Use the checkboxes to assign Report Menus to the user
  • Show only selected will filter the list to show only Report Menus the user has access to