Business settings in permission profiles

Who’s it for: Tech admins
Where to go: Company settings > People > Permission profiles

This article outlines which permissions are included when checking Manage general business settings in the permission profile.

Calls

  • View, edit, and delete call filters (searches)

Briefs

  • Create and manage call and account briefs (coming soon)

Automation rules

  • Create automation rules to export call data

Library management

  • Delete an archived call

  • Delete an archived folder

  • Restore an archived call

  • Restore an archived folder

Trackers

  • Manage trackers & quantity trackers

Custom vocabulary

  • Manage the custom vocabulary

Call categories

  • Manage call categories

Access business settings

  • Access to business settings on the company settings page

Whisper

  • Manage Whisper for interaction stats