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Manage users and roles

Access to a Call Tracking project is controlled by roles. Give each person the smallest role that lets them do their job, and remove people who leave.

Project roles

Role Can
Owner Do everything an Editor can, plus invite and remove users and change roles.
Editor Create and change tracking sites, pools, numbers, routing, recording, integrations and reports, and edit call notes and labels.
Viewer View everything, including calls, recordings and reports. Can't change anything. Controls that need a higher role are shown disabled with the message "You do not have permission to perform this action."

The person who accepted the quote is the project's first Owner. Keep at least one Owner in the project at all times.

Having trouble? See You don't have permission to perform this action in the Help Center.

Enterprise accounts

The project's existing users keep their roles. Users are managed under Settings > Users, and the roles cover every Enfonica product in the project, with custom roles available. See Two kinds of accounts.

Invite a user

  1. In the Enfonica Console, open the project and click Users.
  2. Click Add user.
  3. Enter the person's email address, choose a role, and click Save.

The person has access straight away. If they don't have an Enfonica account yet, they receive an email with a Register link to set a password, and then see the project. If they already have an Enfonica account, no email is sent: tell them to sign in, and the project is there.

Change a role or remove a user

  1. Click Users.
  2. Next to the user, open the menu and click Edit roles to change the role, or Delete user to remove the user.

You can't change your own role or remove yourself. On your own row, Edit roles and Delete user are disabled with the message "You cannot modify your own account here." Ask another Owner.

Changes apply straight away. A removed user loses access to the project's sites, calls and recordings but keeps any other projects they belong to.

Agency access

If an agency set up the account, the agency's team members have access to the project through the agency, not as individual project users. Agency team members with the Owner or Editor role in the agency can configure the project; agency Viewers can only view it. See Invite and manage team members.

To remove an agency's access to your project, contact Enfonica support through the contact page. Your data, numbers and billing stay with you.

Billing access

Billing is managed separately from project roles. Billing roles are held on the account's billing account, and a project role, even Owner, doesn't give billing access.

Billing role Can
Billing Owner Do everything a Billing Editor can, plus change who has a billing role.
Billing Editor Open the billing portal from Billing in the user menu, to update the card, view invoices, change the plan or cancel, and restore service after the subscription ends.
Billing Viewer View the billing account, but not open the billing portal or restore service. Billing is disabled, with the message "Managing billing needs the Billing Owner or Editor role on this billing account."

The person who accepted the quote is the billing account's Billing Owner. For users with no billing role, Billing is disabled with the message "You don't have access to the billing account linked to this project." Agency team members don't have billing access to client accounts.

The Console has no page for changing billing roles on a Call Tracking account. To give someone a billing role, contact Enfonica support through the contact page. See Manage billing and your plan.

Enterprise accounts

Billing roles are managed on the billing account's Users page, where a Billing Owner can change them. See Two kinds of accounts.

Account security

Each user can change their password and turn on two-factor authentication from Account in the user menu. An organisation can require two-factor authentication for all its users.

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