Conquer's Workspace Permissions give administrators detailed control over user access within Workspace for Conquer Voice and Cadence. This improves security and allows customization of user functionalities. This article includes a table detailing each permission and its effects, along with key concepts like default permissions, granular control, User Groups based on Salesforce roles, and Conquer Roles for managing Workspace access.
Permissions are assigned in a hierarchical, top-down manner allowing administrators provide the precise level of access necessary for users' roles.
Notably, special permissions exist for end-users which allow them to access Workspace to view and configure their own settings without being able to impact, denoted with 'User' in the Role Permission name.
Denali Workspace (Conquer Voice)
| Role Permission | Description |
| Call Flows Admin | Grants View, Create, Edit, and Delete permissions to all pages within the Call Flows section |
| Flows Admin | Grants View, Create, Edit, and Delete permissions to the Flows page |
| Flows Viewer | Access to View Call Flows |
| Flows Creator | Access to Create and View Call Flows |
| Flows Editor | Access to Edit and View Call Flows |
| Flows Deleter | Access to Delete, Edit, and View Call Flows |
| Time Blocks Admin | Grants View, Create, Edit, and Delete permissions to the Time Blocks page |
| Time Blocks Viewer | Access to View Time Blocks |
| Time Blocks Creator | Access to Create and View Time Blocks |
| Time Blocks Editor | Access to Edit and View Time Blocks |
| Time Blocks Deleter | Access to Delete, Edit, and View Time Blocks |
| Queues Admin | Grants View, Create, Edit, and Delete permissions to the Queues page |
| Queues Viewer | Access to View Queues |
| Queues Creator | Access to Create and View Queues |
| Queues Editor | Access to Edit and View Queues |
| Queues Deleter | Access to Delete, Edit, and View Queues |
| Skill Groups Admin | Grants View, Create, Edit, and Delete permissions to the Skill Groups page |
| Skill Groups Viewer | Access to View Skill Groups |
| Skill Groups Creator | Access to Create and View Skill Groups |
| Skill Groups Editor | Access to Edit and View Skill Groups |
| Skill Groups Deleter | Access to Delete, Edit, and View Skill Groups |
| CRM Query Admin | Grants View, Create, Edit, and Delete permissions to the CRM Query page |
| CRM Query Viewer | Access to View CRM Queries |
| CRM Query Creator | Access to Create and View CRM Queries |
| CRM Query Editor | Access to Edit and View CRM Queries |
| CRM Query Deleter | Access to Delete, Edit, and View CRM Queries |
| Extensions Admin | Grants View, Create, Edit, and Delete permissions to the Extensions page |
| Extensions Viewer | Access to View Extensions |
| Extensions Creator | Access to Create and View Extensions |
| Extensions Editor | Access to Edit and View Extensions |
| Extensions Deleter | Access to Delete, Edit, and View Extensions |
| Extensions User | Grants View, Create, and Edit permissions to Extension(s) associated with the assigned User. Users cannot change the Assignment field of their Extension(s) to a different User |
| Extensions User Viewer | Access to View Extension(s) associated with the assigned User |
| Extensions User Creator | Access to Create and View Extension(s) associated with the assigned User. Users cannot change the Assignment field of their Extenions(s) to a different User |
| Extensions User Editor | Access to Edit and View Extension(s) associated with the assigned User. Users cannot change the Assignment field of their Extenions(s) to a different User |
| Voice Admin | Grants View, Create, Edit, and Delete permissions to all pages within the Voice section |
| Dispositions Admin | Grants View, Create, Edit, and Delete permissions to the Dispositions page |
| Dispositions Viewer | Access to View Dispositions and Disposition Groups |
| Dispositions Creator | Access to Create and View Dispositions and Disposition Groups |
| Dispositions Editor | Access to Edit and View Dispositions and Disposition Groups |
| Dispositions Deleter | Access to Delete, Edit, and View Dispositions and Disposition Groups |
| Phone Numbers Admin | Grants View and Edit permissions to the Phone Numbers page |
| Phone Numbers Viewer | Access to View Phone Numbers |
| Phone Numbers Editor | Access to Edit and View Phone Numbers |
| Phone Numbers User | Grants View and Edit permissions to Phone Number(s) with an Extension that is associated with the assigned User. Users cannot change the Destination Type or Assignment of their Phone Number(s) |
| Phone Numbers User Viewer | Access to View Phone Numbers which are associated to an Extension that a User is Assigned to |
| Phone Numbers User Editor | Access to Edit and View Phone Numbers which are associated to an Extension that a User is Assigned to. Users cannot change the Destination Type or Assignment of their Phone Number(s) |
| AI Admin | Grants View, Create, Edit, and Delete permissions to all pages within the AI section |
| Battle Cards Admin | Grants View, Create, Edit, and Delete permissions to the Battle Cards page |
| Battle Cards Viewer | Access to View Battle Cards |
| Battle Cards Creator | Access to Create and View Battle Cards |
| Battle Cards Editor | Access to Edit and View Battle Cards |
| Battle Cards Deleter | Access to Delete, Edit, and View Battle Cards |
| Recordings Admin | Access to View, Mark As Reviewed, and add Comments to all Recordings |
| Recordings Viewer | Access to View all Recordings |
| Recordings Editor | Access to Edit and View Recordings, Mark as Reviewed, and add Comments to all Recordings |
| Recordings User | Access to View, Mark as Reviewed, and add Comments to Recordings owned by the Assigned User |
| Recordings User Viewer | Access to View Recordings owned by the Assigned User |
| Recordings User Editor | Access to Edit and View Recordings, Mark as Reviewed, and add Comments to Recordings owned by the Assigned User |
Cadence Management
| Cadence Admin | Grants View, Create, Edit, and Delete permissions to all pages within the Cadences section |
| Cadence Builder Admin | Grants View, Create, Edit, and Delete permissions to the Cadence Builder page |
| Cadence Builder Viewer | Access to View Cadences and download Cadence PDFs |
| Cadence Builder Creator | Access to Create, Copy, and View Cadences. Can also download Cadence PDFs |
| Cadence Builder Editor | Access to Edit and View Cadences. Can also download Cadence PDFs |
| Bulk Enrollment Admin | Grants View, Create, Retry, and Export permissions to the Bulk Enrollment page |
| Bulk Enrollment Viewer | Access to View the Bulk Enrollment Page |
| Bulk Enrollment Creator | Access to Create and View Bulk Enrollment Jobs |
| Bulk Enrollment Exporter | Access to Download Bulk Enrollment files |
| Email Admin | Grants View, Create, Edit, and Delete permissions to all pages within the Email section |
| Template Admin | Grants View, Create, Edit, and Delete permissions to the Templates page |
| Template Viewer | Access to View Templates and Folders |
| Template Creator | Access to Create and View Templates and Folders |
| Template Editor | Access to Edit and View Templates and Folders |
| Template Deleter | Access to Delete, Edit, and View Templates and Folders |
| Layout Admin | Grants View, Create, Edit, and Delete permissions to the Layouts page |
| Layout Viewer | Access to View Layouts |
| Layout Creator | Access to Create and View Layouts |
| Layout Editor | Access to Edit and View Layouts |
| Layout Deleter | Access to Delete, Edit, and View Layouts |
| Footer Admin | Grants View, Create, Edit, and Delete permissions to the Footers page |
| Footer Viewer | Access to View Footers |
| Footer Creator | Access to Create and View Footers |
| Footer Editor | Access to Edit and View Footers |
| Footer Deleter | Access to Delete, Edit, and View Footers |
| Management Admin | Grants View, Create, Edit, and Delete permissions to all pages within the Management section |
| User Auth Admin | Grants permission to all actions within the User Authorization page |
| User Auth Viewer | Access to View the User Authentication page |
| Permissions Admin | Grants View, Create, Edit, and Delete permissions to the Permissions page |
| Permissions Viewer | Access to View Permissions |
| Permissions Editor | Access to Edit and View Permissions |
| Permissions Deleter | Access to Delete, Edit, and View Permissions |
| Permissions Creator | Access to create Permissions |
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