Empower Your Team with Customized Roles and User Management in Atlas Call Tracking Software
In today’s fast-paced business environment, it’s essential to have the right people with the right access to your tools. Atlas Call Tracking Software’s Roles and User Management features give you the control and flexibility to ensure that your team members have exactly what they need—no more, no less.
Customizable Roles: With Atlas, you can create tailored roles that match the specific needs of your organization. Define permissions at a granular level, ensuring that each user can only access the features and data relevant to their role. Whether it’s creating new campaigns, managing targets, or viewing reports, you have the power to control every aspect of user access.
Detailed Permission Control: Atlas provides an in-depth permission system that allows you to grant or restrict access to specific actions within each module. Whether you want a user to have full control over a module or limit them to viewing data only, you can customize their permissions to fit your organization’s security and operational requirements.
Seamless User Management: Adding new users is quick and easy with Atlas. Simply enter their details, assign them a role, and they’re ready to start using the platform. Need to make changes? Atlas makes it simple to update roles, reset passwords, or deactivate users as your team evolves.
Secure and Scalable: As your organization grows, Atlas scales with you. Easily manage access for an expanding team, ensuring that your call tracking operations remain secure and efficient at every stage of growth.
Optimize your team’s productivity with Atlas Call Tracking Software’s robust Roles and User Management features. Secure, scalable, and tailored to your needs, Atlas puts you in control.
In the Atlas Call Tracking Software, the Roles and Users sections play a critical role in managing permissions and access controls across the platform. These features ensure that each user has the appropriate level of access to the various functionalities within the software, helping organizations maintain security and streamline operations.
Roles Management
The Roles section allows administrators to define and customize roles that determine what actions users can perform within the system. The screenshot provided illustrates the following key elements:
Role Name
Administrators can create new roles by specifying a unique role name. This name will be associated with a specific set of permissions that define what users assigned to this role can do within the platform.
Permission Granularity
The platform provides a granular permission system, allowing administrators to control access at a detailed level. For each module (such as Dashboard, Campaign, Manage Target, etc.), administrators can specify whether users with that role can create, update, delete, or view data. This level of control ensures that users have access only to the features necessary for their role, reducing the risk of unauthorized actions.
All Permissions Option
For roles that require full access to a particular module, the “All” option can be selected, automatically enabling all available permissions (create, update, delete, view) for that module. This is particularly useful for higher-level roles such as administrators or managers who need comprehensive access to manage the system effectively.
User Management
The Users section is where administrators can add and manage the individual users who will be accessing the Atlas Call Tracking Software. The following features are highlighted in the screenshot:
User Creation
Administrators can create new users by filling in essential details such as first name, last name, email address, and password. Each user must be assigned a role, which determines their access level and permissions within the system.
Role Assignment
When creating a new user, administrators must select the appropriate role for that user. The role assigned will dictate what the user can do within the software, based on the permissions configured in the Roles section. This ensures that each user has access to the tools they need while maintaining overall security and control.
User Management
The system allows administrators to manage existing users, including updating their details, changing their assigned role, or removing them from the system if necessary. This flexibility ensures that user access can be adjusted as organizational needs evolve.
Frequently Asked Questions
Role-Based Access Control (RBAC) in Atlas allows administrators to assign specific permissions to different user roles, ensuring that each team member has the appropriate level of access to the platform based on their responsibilities.
Yes, Atlas Call Tracking Software allows you to create custom roles with specific permissions tailored to the needs of your organization. You can define what each user can view, edit, create, or delete within the platform.
When adding a new user to Atlas, simply assign them a pre-defined role. The role will determine the level of access the user has within the software, based on the permissions configured for that role.
Yes, you can easily update a user’s role in Atlas Call Tracking Software. Simply navigate to the user management section, select the user, and assign them a new role as needed.
Atlas provides granular control over permissions, allowing you to manage user access to specific modules such as campaign creation, target management, and reporting. You can control actions like viewing, editing, creating, and deleting data for each module.
Yes, you can assign view-only permissions to users, ensuring they can access necessary information without the ability to modify or delete any data.
Atlas is designed to scale with your organization, allowing you to easily add and manage users while maintaining security. Role-based permissions ensure that even as your team grows, each user only has access to the appropriate parts of the software.
Yes, you can deactivate users from the user management section, preventing them from accessing the platform while preserving their data and history for future reference.
The ‘All Permissions’ option grants a user full access to a specific module, enabling them to create, edit, delete, and view all data within that module. This is typically used for higher-level roles like administrators.
Yes, Atlas provides an audit trail that allows administrators to track actions taken by users, ensuring accountability and security across the platform.
Empower Your Team with Custom Permissions
Simplify team management by controlling who can view, edit, or access critical data. With flexible roles and permissions, Atlas ensures your team has the right tools while keeping sensitive information secure.
