Creating a new role and defining its permissions

By creating different roles for your users in Hipcall, you enable them to perform various actions such as viewing call logs, deleting a task, or editing contact directory information.

Creating a new role and assigning permissions in Hipcall

Hipcall includes a default role called "Administrator", which has full access to all permissions.
Administrators can create and manage custom roles for other users.

What are permissions?

Permissions in Hipcall define what users can access—such as "Account settings", "Central directory", "Tasks", "Sales", "Support requests", and other modules.
For example, if a user needs access to the call list, they must be granted the "View all records" permission under the "Communication" category.

How to create a new role

  1. Go to Roles under the "Account" section in "Settings"

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  1. Click the "New" button in the top right corner
    addanewrole.png

  2. On the role creation page:

    • Enter a "Role name"
    • Select the "Permissions" you want to assign
    • Choose the "Users" to assign this role to
    • Click "Save"

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