Users, Roles & Permissions

VoicerCRM uses RBAC — role-based access control. Instead of setting permissions one person at a time, you give each user a role, and the role decides what they can see and do. It keeps things simple and secure as your team grows.

Roles

Typical roles include Call-Centre Agent, Outbound Sales, Sales Manager and Executive. Each role carries a set of fine-grained permissions (view/create/edit/delete on each kind of record), so people only touch what their job needs.

Dashboards that adapt

The interface is context-aware: it shows the right tools for your role, and even for what's happening right now. An agent's screen surfaces the caller card the moment a call comes in; a manager sees team performance. Same system, different view per person.

Sign-in & security

• Users sign in with email and password; the API issues a JWT token that carries their role.
• Multi-factor and single-sign-on options are supported for tighter security.