Applies To:
Call2Teams - Customers
TABLE OF CONTENTS
Overview
The instructions below will explain how to invite an Administrator to an account or modify the associated roles.
Administrators of Client/Sub accounts are not able to make any changes that could result in financial or contractual changes.
Invite an Administrator
Navigate to the account to which the new administrator will be assigned.
From the Account Tab, click the blue Invite Administrative User
You may send the invite by Email or by copying and sharing a link:
A portal invitation will be sent to the email address you provide. This does not have to be an Office 365 email address. The invite will will contain an activation link to the portal. An Office 365 user account is required for access to the Call2Teams portal.
Unknown Account Error
If you have received an admin invite and receive the above error the following should be checked.
Logout from all Microsoft accounts
Try accepting the invite in a private Browsing Session
Use Chrome or Edge
You may also find that you have had admin access granted for a different client/tenant account.
Invite Not Received
Administration Invites are sent out when the account is created. These are unusually sent to the named Customer Services and Provisioning personnel.
After that, Administrators can add new Admins themselves as long as they have sufficient rights.
Please inspect your Junk Email folder in Outlook and the Office 365 spam quarantine to see if the message has been blocked:
Administrator Roles
You will need to assign one or more of the roles below for an Administrator to be able to perform certain functions in the portal.
Note that roles can inherit rights from Administrators roles assigned to 'parent' accounts.
Roles can also have implied rights associated with other roles.
| Admin Role | Implied | Access | Note |
| Account Owner | Service Contributor Service Viewer | Admin Invitations Admin Users API Keys External Links (Read Only) Services Start/review Sync Jobs | This is the default role for any Adminisrator. |
| Subscription Contributor | Subscription Viewer Account Owner (for child accounts only) | Add/amend Subscriptions Account creation and management. | Essential role afforded to the Customer Services and Provisioning Managers at the Native Partner account level Not a functioning role at the client account level unless a sub-contract exists. |
| Subscription Viewer | Read Only access to Account configuration Billing Order History Services and Subscriptions | A useful role for Accounts staff wishing to view the Invoice Summary and Breakdown reports. | |
| Service Contributor | Service Viewer | Create and view event logs View account configurations Set and read Teams presence information Create and manage Administration invitations Read API keys View user call log (and set diagnostic hold) Read PBX/Trunk templates Create and manage Service users. | Not a required role. Useful only if intending to restrict access to other areas for Administrators with limitations. |
| Service Viewer | Read Only access to Accounts Admin Invitations Admin Users Calls Documents Services Service Users Sync Jobs | Not a required role. Useful only if intending to restrict access to other areas for Administrators with limitations. | |
| Brand Contributor | Access to Accounts (Read Only) Admin Invitations (Reading Roles) Branding (Upload, Downlod & Delete) Company Logos Icons & External Links PBX Templates (Create, Read, Update & Delete) as well as hiding ancestor templates. | Required Role where management of Branding, Links or Service templates is required. This is required for Full branding or Branding Essentials | |
| Sync Contributor | Access t Accounts (Read Only) Services (Read Only) Sync Now. | Not a required role. Useful only if intending to restrict access to other areas for Administrators with limitations. |
