CallRex Call Recording Version 3.7 Administrator's Manual: Security - Telrex Manuals

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The Security subsection allows users with required rights to configure the security rights associated with each profile. By default, the Administrator profile has all the security rights assigned and it cannot be modified. The Profiles, Call Control, View, Reporting, Search, and Flag group boxes are grayed out when the Administrator profile is selected.

In this section:

• Viewing Security Profile Settings
• Creating a New Security Profile
• Adding or Removing Users from Security Profile

Viewing Security Profile Settings

You can view the rights assigned to a security profile.

To view security profile settings:

1. Select Configure > Security in the navigation pane.
2. Select the security profile name from the Security Profiles group box. The rights assigned to the selected security profile are displayed.

The Administrator profile has all rights, and the Profiles, Call Control, View, Reporting, Search, Flag, and Events group boxes are not available when you select Administrator as the security profile.

Creating a New Security Profile

You can create profiles for various roles such as administrator, agent, and manager. Specific rights can be assigned for recording and monitoring calls for each profile.

To add a new security profile:

1. Select Configure > Security in the navigation pane.
2. Click Add in the Security Profile group box. The Add Security Profile dialog box opens.
   
   
3. Enter the security profile name in the Profile Name field. The profile name can have a maximum of 20 characters.
4. Click Save. The profile name is added to the Security Profile.
   
5. Select the security profile name and assign the required security permissions in the Profiles, View, Call Control, Search, and Flag group boxes. The Call Control group box is grayed out if Phone is not selected in the View group box. For more information, refer to the security definitision section within the Administrator's Manual.
6. Add users to the security profile members list. For more information, refer to the Adding and Removing Users from Security Profile section of the Administrator's Manual.

Editing Security Profiles

To edit an existing security profile:

1. Select Configure > Security in the navigation pane.
2. Select the name of the security profile that you want to edit in the Security Profile group box. The configuration options for the profile are displayed.
3. Click Edit to change the profile name. The Edit Security Profile dialog box opens.
   
   
4. Make the required changes in the Profile Name.
5. Click Save to save the changes.
6. Edit the security rights to update the configuration options.
   
   

Deleting a Security Profile

You can delete a security profile. By default, all of the members of the deleted profile become members of the Agent profile.

To delete a security profile:

1. Select Configure > Security in the navigation pane.
2. Select the name of the security profile that you want to delete and click Delete. A confirmation message appears.
   
   
3. Click Yes to delete the security profile.

Security Definitions

Field	Description
Profiles	Add--Members can add a new recording group. Edit-- Members can edit a recording group if they are the owner. Delete--Members can delete a recording group if they are the owner. All Profiles--Members can add, edit, and delete all recording groups even if they are not the owner of the recording group.
Call Control	Monitor-- Members can monitor call of direct reports. Playback--Members can playback the recorded calls of direct reports. Record--Members can record the calls of direct reports. Delete--Members can delete a record of direct reports. Export--Members can export a record of direct reports. All Users--Members can monitor, plpayback, record, delete, and export calls of all users.
View	Phone-- Members can view activity in the Phone area of the search. Web--Members can view activity in the Web area of the search (for Computer Recording add-on only). Email--Members can view activity in the mail area of the search (for Computer Recording add-on only). Screen Shot--Members can view activity in the Screen Shot area of the search (for Computer Recording add-on only). Computer--Members can view the real-time computer activity (for Computer Recording add-on only). Calls recorded by trigger--Members can view all calls recorded by phone.
Reporting	View Pre-Defined Reports-- Members can view and use all pre-defined reports (for Computer Recording add-on only).
Search	All Users-- if selected, members can search the recorded or logged ACD calls of all users. If cleared, members can search only for recorded or logged ACD calls of their Direct Reports, or calls that have been recorded by the system. Inactive Users--If selected, members can search for inactive users.
Flag	Edit Flag-- Members can edit flags assigned to the calls. Managers define flags for their Direct Reports.
Events	View Events-- Members can only view the events of direct reports. Delete Events--Members can view and delete events of direct reports.

Adding or Removing Users from a Security Profile

You can move users from the Non-Members list to the Members list for the security profile or from Members to Non-Members.

To add or remove users:

1. Select Configure > Security in the navigation pane.
2. Select a security profile in the Security Profiles group box.
3. Select the users to be moved.
4. Click the button to move the users from the members list to the Non-Members list, or click the to move the users from the Non-Members list to the Members list.

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