Enabling Call Preferences

Overview

Users will only have access to the default Call Preference unless their manager changes this preference through the Playbooks Manager’s app. You want to provide your Team with permission to change their own Call Preferences.

Users can change their Calling Preferences to whatever option(s) they have permissions for. When they select their Calling Preference, the drop-down menu only shows those option(s).

 

Solution

Managers can assign Phone-based calling or Computer-based calling to users through the Playbooks Manager’s app. Managers should ensure the user has been granted the proper permission for whichever calling preference is being assigned. Users must have Permission for the assigned calling preference before they’ll be able to use it to place calls.

If a manager changes a user’s call preferences to an option they can’t switch to on their own, the user momentarily sees both calling preference options. Once they switch to the calling preference they have access to, they will no longer see the other option in the drop-down menu. This is a purposeful and expected function.

 

Setting Call Preferences Permissions

To Enable Calling Preferences for a Team:

1. Log into the Playbooks Manager app.
2. Navigate to the Settings.
3. Select Permission Group.
4. Create a new Permission Group or Edit an existing Permission Group.
5. Navigate to the Phone Settings
6. Select which Calling Preferences you want users to be able to select.
7. Click SAVE.

 

Available Call Preference Permissions