Set up user roles & privileges

Your Zylinc solution has two fixed user roles: Administrator (full control) and User (no administration rights).

In addition to the fixed roles, administrators can add dynamic roles for users who should have special privileges, for example call center supervisors who should be able to monitor other agents' calls.

  1. In the Administration Portal, select USERS > Admin Roles & Privileges.

  2. Below the lists of fixed and dynamic roles, click the Add Dynamic Role link.

  3. Give the new role a Role Name and a Description.

  4. In the Available Privileges column, select required privileges, and move them to the Selected Privileges column.

    When you select a privilege, you can view a short description of it above the two columns.

  5. When ready, click Save.

    Now you can assign the role to required users.

  1. In the admin Administration Portal, select USERS > Admin Roles & Privileges.

  2. In the Dynamic Roles list, click next to the required role.

  3. In the Available column, select required users, and move them to the Included column.

  4. When ready, click Save.

    If the users include people who currently work in their ZyDesk clients, ask them to restart their ZyDesk client for the new privileges to take effect.