User Roles and Access

User Roles

Each User is assigned one or more Roles to ensure proper access to Marketing Edge features.

Role

Description

administrator

The user will have full administrator privileges for the organization.

org_group_admin

Same Privileges as the Administrator user but limited to the Org Level domain assigned to the user

ordering

The user can create and configure campaigns and order call tracking numbers.

reporting

The user can view analytic data and create reports. Read Only.

browse_inventory

The user can browse available number inventories but cannot order numbers.

view_stop_call_data

Users can view all call data for campaigns and tracking numbers that have been put on hold using the Stop Call feature.

call_record_listen

The user can listen to call recordings.

rescue

The user will only have access to Sales Rescue calls and data. Users with this role can modify the rescue outcome. This role is intended for users who will attempt to rescue lost leads.

User Access

The Call Detail Level assigned to a user determines which attributes of the call and caller are visible to the user when generating reports.

Call Detail Level

Description

full

Access to all Call and Caller information

no_caller

Access to Call information only, all caller PII will not be viewable except for caller number

no_call

Access to all Call information will be removed, user will only be able to view Campaign info

Users can be granted access to multiple domains (org groups) or advertisers. When a user is assigned access to both Org Groups and Advertisers, the user will have full access to both entities. You cannot restrict access to advertiser records within a specific org group.