Set up user roles & privileges

This information is primarily for administrators and/or people who manage Zylinc solutions

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. Log in to the Administration Portal as an administrator.

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

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

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

  5. 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.

  6. When ready, click Save.

    Now you can assign the role to required users.

  1. Log in to the Administration Portal as an administrator

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

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

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

  5. 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.

    If you use Internet Explorer on a Windows server, Internet Explorer Enhanced Security Configuration can cause lists of users and groups to take a very long time to load in the Zylinc Administration Portal. While the lists load, you'll see a loading indicator, like this:


    If it's allowed in your organization, you should switch off Internet Explorer Enhanced Security Configuration. The way you do that varies depending on your server version. Do a Google search for Internet Explorer Enhanced Security Configuration to learn how to do it on your server version.

    Alternatively, you can of course use another browser, for example Chrome or Firefox.