Roles

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Roles allow you to assign Users, Teams, Devices and Workstation (locations) diverse permissions and functions.

Concept

Users, devices, teams and even locations can be assigned one or more roles. Roles themselves can be assigned with functions and permissions, which can be used to control telephony relevant tools such as, for example, whether or not a user is permitted to pickup calls from other users.

Roles are set up under > .

A special All Users role is available which is assigned to all users, devices, teams and locations per default and can not be removed.

A common use case (and our recommendation) is to create a role per department or team. For example, it is often wished that a user can only pickup and see calls in the pascom client that are from within their own department. To do this, simply remove the xmpp.group property from the All Users role and assign it to a new role e.g. Support and make all support employees members of the role group.

Creating Roles

Roles can be found under > .

To create a role, click the .

Provide the role with a name which corresponds to the intended role assignment or function / permission. Optionally, under the Description field you can also enter additional relevant information which provide insight into the purpose of the role.

Roles can have one or more role types added to them. Each role type offers differing functionality.

Role Type Description Impact
xmpp.supervisor Users with this role can manage all user calls. This is important when using the TAPI. Users
location.group This role determines which users can log into which locations. If this role is not configured, every user will be able to log into every work location. Once such a role has been added, users who are not members of a location.group role will no longer be able to login to locations. Users, Locations
pickup.group All members of this role group are permitted to pickup incoming calls to other group members. This can be done by either using /*8 on a desktop phone or by using the pascom client. Users, Call Groups and Queues
redirect.choice An identity with this role type will never be redirected by a server based call forwarding, but rather always calls the destination directly. Users
xmpp.group All identities assigned with the role type xmpp.group will be amalgamated into a XMPP shared group. Therefore, within pascom client contact list, these persons no longer need to add one and another but are rather immediately visible to each other. Should you assign the xmpp.group role type to the All Users role, then all users will always be able to see each other. Users
redirect.group All users with this role are permitted to set call forwarding for other users (via Function Codes) Users

Now you can assigned users, teams, devices and / or locations to your newly created role - depending of course what the defined role type affects.

Example Usage

Visibility in the Client

Should you wish to make teams visible in the Desktop and Mobile Client, a role with the role type xmpp.group is required.

Example:
Under > > add a new role with the name “Support-Team”.
Under the tab, add the xmpp.group role type to the role.
Under the tab, add all “Support” users.
Under the tab, add the “Support” team.
Click and apply the changes. Now all support users will see their own “Support Team” contact list within the pascom client and under the contacts filter drop down “Teams”, the “Support” queue will also be visible.

Should you wish to see who is calling with whom within the client, then you will need to the set the sys.xmpp.properties.roster.shownumbers property setting to “true” within the pascom phone system web UI. (Available since pascom 17.08)

Pickup

In principle, every user can use the /*8 code to pick up calls from any other user at least until a role with the role type “pcikup.group” has been added. From this point, the pickup permissions must be explicitly defined.

Within a team, it is possible to determine which employees receive inbound call pascom client pickup notifications.

If the Team pickup configuration options are not able to include all to be permitted users, you will need to create a pickup group.

With a pickup role with the type pickup.group it is also possible to configure users to be able to pickup incoming external and internal calls from one another.

Example:
Under > > add a new role with the title “Pickup Group”.
Under the tab, add the type pickup.group to the role.
Under the tab, assign the desired team.
Under the tab, assign the desired users.
Click and apply the changes.

Finally, you can specify in the Team to which the pickup role belongs, that the pickup group should be used as the control option.

Penetrate Call Forwards

If user ‘A’, despite a call forwarding being activated wishes to directly reach internal user ‘B’ without the call forwarding coming into affect, a role with the role type redirect.choice is required. Each user with this role breaks through (penetrates) the call forwarding rule and will be put directly through to the selected extension.

Example:
Under > > add a new role with the title “Boss Redirect”.
Under the tab, add the role type redirect.choice to the role.
Under the tab, add the user “Boss”.
Click and apply the changes.
Now the user “Boss” can always directly reach any user despite any active call forwards.

TAPI

Should you wish to use the pascom TAPI under your windows environment, then a separate role is required.

For this purpose, create a role with the role type xmpp.supervisor and in the case of a Terminal Server scenario, assign a user via which telephony should be managed.

Example:
Under > > add a new role with the title “TAPI-User”.
Under the tab, add the role type xmpp.supervisor to the role.
Under the tab, add the user “Superuser”.
Click and apply the changes.

Flexible Workstations / Locations

Should your employees not have fixed permanent workstations within your company or certain employees regularly change their work locations (e.g. branch locations or HomeOffice) it is advisable to not assign the corresponding pascom phone system devices directly to the users but rather to a Location.

Per default, each pascom phone system user can log into any location. Should you wish to prevent this and only allow users to certain locations, a role with the role type location.group is required.

This configuration is necessary for each user wishing to flexibly user different locations.

Example:
Under* > > add a new role with the title “Location Office Internship”.
Under the tab, add the role type location.group to the role.
Under the tab, add the user “Office Intern”.
Under the tab, add the available / permitted locations.
Click and apply the changes.
Now the user “Office Intern” can only log into the assigned locations.

Setting Call Forwards

If a user should have the permission to set call forwards for other users using Function Codes, a role with the role type redirect.group is required.

Example:
Under > > add a new role with the title “Call Forwarding”.
Under the tab, add the type redirect.group to the role. Under the tab, add the user “Secretary”.
Click and apply the changes.

Now the user “Secretary” will have the ability to use the function codes to set up call forwarding for other users. For example, should it be necessary, to set up a forwarding to the central switchboard (ext. 100) for the user with the extension 15 they can use the function code *7415#100.