Call2Teams - Customers
TABLE OF CONTENTS
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
Access to Admin Invitations, Admin Users, API Keys, External Links (Read Only), & Services. Able to start/review Sync Jobs. This is the default role for any Adminisrator.
Able to add/amend Subscriptions, Account creation and management. This is an essential role afforded to the Customer Services and Provisioning Managers at the Native Partner account level and is not a functioning role at the client account level.
- Subscription Viewer
Read Only access to Account configuration, Billing, Order History, Services and Subscriptions.
Able to 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, start/stop Sync Now jobs create and manage Service users.
Read Only access to Accounts, Admin Invitations, Admin Users, Calls, Documents, Services, Service Users & Sync Jobs
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.
Access to Accounts (Read Only), Services (Read Only) & Sync Now.
**Subject to availability dependant on product purchase
Note that roles can inherit rights from Administrators roles assigned to 'parent' accounts.
Roles can also have implied rights associated with other roles.