Manage Access to ACD Data

Data access works together with roles and permissions to determine not only what users can do, but what data and entities they can see. You can restrict data access by teams, campaigns, or both. For example, you may have a number of supervisors who perform similar tasks, but should only be able to do so for their assigned team. You can create a role for each team that has the same permissions, but restrict access to a different team for each role.

When you restrict data access for a role, you can choose from the following access levels for both teams and campaigns:

• All & Future — Allows access to data for all the teams or campaigns in your system, as well as any future teams or campaigns that are created. This is the default setting.
• None — Prevents users from accessing any data for teams or campaigns.
• Custom — Allows access to only the campaigns or teams that you define, and no others. If you choose this setting, you must remember to manually add newly-created campaigns or teams to which the role should have access. If you edit an employee that is outside of your custom access, then their profile will only update in Admin > Employees. It will not update in ACD > ACD Users.

1. Click the app selector and select Admin.
2. Click Security > Roles & Permissions.
3. In the roles list, click the role for which you want to restrict data.
4. Click the Permissions tab.
5. Click the ACD permissions category.
6. Click the Restricted Access tab.
7. For Campaigns, click the setting you want to use: All & Future, None, or Custom. If you choose Custom, select the specific campaigns.
8. For Teams, click the setting you want to use: All & Future, None, or Custom. If you choose Custom, select the specific teams.
9. When you are finished configuring data access, click Save.