Access to reports and Lead search options for users

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Access to reports and Lead search options for users

Postby rahat651 » Wed Aug 05, 2020 8:01 am

Hi,
To have a user access the reports and leads only this is what we have done:
    - Created an user group with option to access some of the reports
    - Created an user account of level 8
    - Have set the admin interface options view/download/export reports to 1

Now the user can login and see the reports only. However having the following two issues:
    - In the real time reports the user can see the top part of the report but not the bottom part where it displays which agents are now available/incall etc.
    - The user cannot search for leads and access audio records. It says "You do not have permissions to search leads"

Wondering how we can have the above two options available for the users.
Vicibox 9.0.2
Vicidial 2.14-761a, Build 200708-1033
SVN 3265, DB Schema 1600
Asterisk 13.29.2-vici
mysql Ver 15.1 Distrib 10.2.32-MariaDB, for Linux (x86_64), No Extra Software
Virtual Machine, 16GB RAM, Duel Intel Xeon Processor (Skylake, IBRS) 2.0 Ghz
rahat651
 
Posts: 41
Joined: Mon Jun 22, 2020 4:07 am

Re: Access to reports and Lead search options for users

Postby williamconley » Wed Aug 05, 2020 2:25 pm

1) Vicibox version has more than a single digit. You have "9". Add the rest ... Otherwise have done an excellent job posting your specs. Well done.

2) This is not a general discussion, it's a support request. Moving to the support board accordingly.

3) I presume you've verified that modifing all user ADMIN INTERFACE OPTIONS to 1 gives the user access to the missing items ... so it's merely a "process of elimination" to find out which one(s) are needed to see agents in the real time and search for leads?

For instance ... anything with "Lead" or "User" in it would be a good place to start, but honestly I like to fire up all of them to verify the sledgehammer approach will work and then start in on halves until I narrow it down to the right one(s).
Vicidial Installation and Repair, plus Hosting and Colocation
Newest Product: Vicidial Agent Only Beep - Beta
http://www.PoundTeam.com # 352-269-0000 # +44(203) 769-2294
williamconley
 
Posts: 19730
Joined: Wed Oct 31, 2007 4:17 pm
Location: Davenport, FL (By Disney!)

Re: Access to reports and Lead search options for users

Postby rahat651 » Thu Aug 06, 2020 6:40 am

Ok, Found the option "Modify Leads" to be set to 1 to enable Lear search. Unfortunately there is nothing called "Lead View". For now will have to give full access to Lead I think.

Have not found any solution for the other issue - Real time report's bottom part.
Vicibox 9.0.2
Vicidial 2.14-761a, Build 200708-1033
SVN 3265, DB Schema 1600
Asterisk 13.29.2-vici
mysql Ver 15.1 Distrib 10.2.32-MariaDB, for Linux (x86_64), No Extra Software
Virtual Machine, 16GB RAM, Duel Intel Xeon Processor (Skylake, IBRS) 2.0 Ghz
rahat651
 
Posts: 41
Joined: Mon Jun 22, 2020 4:07 am

Re: Access to reports and Lead search options for users

Postby williamconley » Thu Aug 06, 2020 3:33 pm

I will repeat my sledgehammer suggestion. First, prove that it's about the user settings by enabling all of them. If that doesn't fix the problem ... then user settings was obvioiusly not the problem.
Vicidial Installation and Repair, plus Hosting and Colocation
Newest Product: Vicidial Agent Only Beep - Beta
http://www.PoundTeam.com # 352-269-0000 # +44(203) 769-2294
williamconley
 
Posts: 19730
Joined: Wed Oct 31, 2007 4:17 pm
Location: Davenport, FL (By Disney!)


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