Document name iPECS Cloud – Call recording groups Author  Jess Portugal Publish Date 16/10/2018 Version  1.1 Reference  

 

 

1. Version Information 

 

 

Date Author Update Information  Version 16/10/2018 Jess Portugal 1st draft 1.0 15/02/2021 Jess Portugal 2nd draft 1.1

 

 

2. Document Purpose & History

 

This document is intended to provide the reader with the necessary steps on how to setup call recording groups

 

Alternatively, please find the video here. 

 

 

 

iPECS Cloud – Call recording groups

 

 

Call Recording groups can now be configured, this will allow restricted access to multiple users call recordings from the customer manager portal.  This will allow team leaders or managers to have access to only certain users call recordings.

 

First you need to set the members that you will be able to see, under Recording Group, in the Customer Manager portal.

 

Clicking add will give you the option to add members, as in the picture bellow:

 

   

 
 

Next you need to set the people that will be able to see this group and what access they will have either Read Only or Read and Delete.

 

 

 

When logged in to the User portal for the manager accounts you will then be able to see recordings for the selected users.

 

 

 

 

 

 

 

 

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