This screen is used to administer and manage user access within Kerauno.
Permission Groups appear on the main screen and can be sorted by name. Click the respective Permission Group hyperlink to view more details. The right side of the screen contain links to + Add Permission Group and frequently accessed Permission Groups.
Kerauno recommends using the four default Permission Groups explained below to maintain controlled and consistent access across an organization.
- Department Management
- System Admin
Only add additional Permission Groups to handle exceptions.
Note: Users cannot belong to more that one Permission Group. A custom group may be needed to accommodate specific permissions such as Call Recordings.
Default Permissions Groups
The User group is the most basic level of access with the least amount of permissions possible. Users can view and interact within the following features:
- User Panel
- Find Me
- Kerauno Presence
When new users are created in Kerauno, they are assigned this permission by default.
Note: Access to Chat+ is handled at the individual User access level via Users & Devices > Users.
The Department Manager group includes all permissions defined in the User group, along with Conference Rooms and Reporting menus.
This additional access allows Department Managers the ability to monitor call records and quickly create Conference Rooms to handle important issues. Managers can also access Ring Group calls as needed without the requirement of being part of the Ring Group. New users added as a Department Manager from User & Devices > Departments are assigned this permission by default.
The System Admin group includes all permissions defined in the User and Department Manager groups above, along with Users & Devices, System Admin, and Interaction Routing menus.
These additional permissions allow a System Admin the ability to manage Call Flows, User Configuration, and Devices with Kerauno.
The Installer permissions group has the highest level of access in Kerauno. An installer includes all permissions of a System Admin, along with access to the Systems & Settings menu where Network, Trunking, and Alerts are established within Kerauno. Many of the settings handled by this level of access are addressed during the initial installation.
Adding User to a Permission Group
Select the appropriate Permission Group from the right side of the screen. Click Users and select employees to add to the group from the drop-down menu. Click Update Permission when finished.
Creating Custom Permissions Groups
Click + Add Permission Group to create a new Permission Group with custom Permissions outside of the four default groups.
Reminder: Kerauno recommends using these four Permission Groups to maintain consistent access across an organization. Only add additional Permission Groups to handle exceptions.
Description / Users Tab
From this tab, name the new Permission Group and select users to add to the group from the Users drop-down menu. Click Create Permission when finished.
Application Permissions Tab
Use this tab to manage Permissions for the active Permission Group. Mark the checkbox next to each item to grant access for the section within the Permission Group.
Permissions are organized by Kerauno section and functions such as Workflow Tools, User Panel, Interacting Routing, and Reporting.
|Create and manage Active Directory credentials and establish sync settings for Users, and Departments. Note: Appropriate licenses required.
|Generate API Key, add Post API URL, View API & Config Documentation. Note: Appropriate licenses required.
|Create and manage conditional configurations for use in a Call Flow.
|(Call Flow Management) Workflow Conditions
|Insert Workflow Conditions in a Call Flow.
|Workflow Contact Groups
|Create and manage Contact Groups for use in a Call Flow.
|Create and manage individual Contacts for use in a Call Flow.
|Manage integrations with Episys, Corelation, and FiServ. Note: Appropriate licenses required.
|Create and manage Workflow Forms for use in Flows.
|Dual Server Config
|Configure and manage a secondary server for backup safeguards. Note: Appropriate licenses required.
|(Call Flow Management) Workflow Gotos
|Create and insert Workflow GoTo’s in a Call Flow.
|(Call Flow Management) Workflow Inputs
|Create and insert Workflow Inputs in a Call Flow.
|Configure and manage Salesforce API, Sandbox Mode, Users, and Settings.
|(Call Flow Management) Workflow Tagging
|Create and insert Workflow Tagging in a Call Flow.
|Configure and manage VPN settings. Note: Appropriate licenses required.
|Create and manage Webhook Configurations to use in Flows.
|(Call Flow Management) Workflow Webhooks
|Create and manage Workflow Webhooks in a Call Flow.
|Workflow Tag Management
|Create and manage Workflow Tags in a Call Flow.
|Manage Zoom API credentials and Webhook. Note: Appropriate licenses required.
|Active SMS Interactions
|View active SMS interactions and end interactions as needed.
|Create and manage Custom Dial plans.
|Review a list of System Reserved Feature Codes and descriptions along with Application Speed Dials and descriptions.
|Bulk Import files and download previously uploaded data.
|Music on Hold
|Create and manage Playlists for use within Kerauno.
|Create and manage system numbers and force trunk as needed.
|Add a System Connector to connect a Kerauno instance to another system.
|Create and manage Custom Extension Groups within Presence.
|Create and manage announcements for use within Kerauno.
|Add a new SIP Trunk to connect two different unified communication platforms.
|Create a voicemail blast to be sent as a voicemail to all Kerauno users.
|Ability to apply changes within Kerauno.
|Create and manage Ad-Hoc Conference Rooms that are available at all times.
|Create and manage Leader-Based Conference Rooms that require both a participant and leader PIN to operate.
|Review call history metrics.
|Review associated devices and extensions assigned to a Kerauno user.
|Ability to configure workflow forms.
|Send, receive, and review fax communications.
|Enable Find Me.
|Create and manage JIRA Account Manager accounts.
|View system generated reports.
|View User, Extensions, and Department listings. Access Phonebook PDF and Bolt directory.
|Toggles presence on/off for a user.
|Access and manage voicemail messages, establish greetings, and configure settings.
|View agent activity across all Ring Groups.
|Run reports on Call Detail Reports (CDR).
|Workflow Form Report
|Run reports on workflow forms.
|View outbound call information for logged in agents within a Ring Group.
|View call routing path through Kerauno.
|Listen to and download recorded calls.
|Ring Group Analytics
|View Ring Group and queue management metrics.
|Displays all scheduled reports.
|View SMS details by DID data and interactions by SMS Flow.
|View inbound and outbound call information by trunk.
|Generate and view wallboards.
|Call Ring Group Modifiers
|View/create Ring group Modifiers in flow module.
|View and create call announcements in flow module.
|Manage and add numbers to blacklist; meaning calls from these numbers will not be delivered.
|Create and manage call flows for use within Kerauno.
|View Call/SMS flow toggles in SMS Flows.
|Create and manage call routing settings for holidays and non-business hours for use within Kerauno.
|SMS Inbound Msg.
|Create and manage inbound SMS messages for use within Kerauno.
|View and create IVRs in flow module.
|SMS Messaging Group
|Create and manage SMS Messaging Groups for use within Kerauno.
|Call Inbound Routes
|View inbound routes in flow module.
|Call Parking Lots
|Create and manage Parking Lots for use within Kerauno.
|SMS Outbound Msg.
|Create and manage outbound SMS messages for use within Kerauno.
|Call Ring Groups
|Create and manage Ring Groups for multiple endpoints for use within Kerauno.
|Call Speed Dials
|Create and manage Speed Dial destinations for use within Kerauno.
|Call/SMS Time Conditions
|View/create Time conditions in Call and SMS Flows.
|Email & System Alerting
|Manage alerts for email and Ring Groups.
Establish backup settings for local as well as remote destinations. Perform backup restores as needed and manage backup alerts.
|Network & Firewall
|Create and manage Firewall Rules.
|View system health performance metrics and restart services as needed.
|View current license details and apply new licenses as needed.
|System Log report available for CSV export, print, or PDF.
|Create and manage Extension Aliases as needed. Toggle outbound routes over internal dialing.
|Create new remote destination and manage remote storage alerts.
|Access System Settings.
|View available system updates and edit server backup setting prior to update.
Users & Devices
|Create and manage departments for use within Kerauno.
|Create and manage devices on the Kerauno system. Find new devices and reboot as needed.
|Add user forwarding settings for use within Kerauno.
|Create and manage generic extensions within Kerauno.
|Create and manage generic faxes within Kerauno.
|Create and manage generic voicemails within Kerauno.
|Create and manage paging zones for use on the Kerauno system.
|Add users to default Permission groups. Add new permission groups only as needed.
|Create and manage users within Kerauno.
Recording Permissions Tab
The Call Recordings checkbox must first be checked under the Reporting section on the Application Permissions tab before the following permission option displays on the Recording Permissions tab.
|All Recording Permissions
|Record all calls for the active Permission Group.
Edit or Delete a Permission Group
Click on the Permission Group Name to edit, make the needed edits, and click Update Permission when finished.
To delete a created Permission Group, access the group and click Delete Permission.
Note: Default Permission Groups cannot be deleted.