User Roles & Permissions

Administrator - Depending on your settings, you may or may not have access to CallPotential Reports. Note: Administrators can also be designated to work as an Agent. When designated an Agent, Administrators can also be assigned to queues.
Evaluator - Depending on your settings, you may or may not have access to CallPotential Reports. Note: Evaluators can also be designated to work as an Agent. When designated an Agent, Evaluators can also be assigned to queues.
Manager - Depending on your settings, you may or may not have access to CallPotential Reports. Note: Managers can also be designated to work as an Agent. When designated an Agent, Managers can also be assigned to queues.
Employee - Users exclusively assigned to an Employee role do not have access to CallPotential Reports and will need to access CallPotential via the downloaded app on their computer. Note: Employees can also be designated to work as an Agent. When designated an Agent, Employees can also be assigned to queues, given access to CallPotential Reports and access CallPotential’s web version.
None/Agent - This role provides the user the ability to work exclusively as an Agent in the system. Note: When assigning users to this role, you will need to make sure to add them as an Agent, otherwise they will have no permissions or visibility into the system.

Administrator	Evaluator	Manager	Employee	None/Agent
All CallPotential locations	Only the locations their Administrator has assigned	Only the locations their Administrator has assigned	Only the locations their Administrator/Manager has assigned	Only the locations associated with the queues their Administrator has assigned

	Call Center Dashboard	Agent Status and Performance	Report Suite
Administrator	Yes	Yes	Yes
Evaluator	No	Yes	Yes, with permission
Manager	Yes	Yes	Yes
Employee	No	Yes	No
None/Agent	No	Yes	No

	Locations	Users	Queues	General Settings
Administrator	Add, Edit, Archive all locations	Add, Edit, Archive all users	Add, Edit, Archive all queues	Full System Access
Evaluator	n/a	n/a	n/a	Evaluation Access
Manager	Access only assigned locations	Add, Edit, Archive only users at assigned locations	n/a	Evaluation & Security Access
Employee	Access only assigned location. If they are logging into the webapp, they have the same view as a manager for locations.	n/a	n/a	n/a
None/Agent	Access only assigned locations	n/a	Access only assigned queues	n/a

Note: All roles can access the Follow-up & All Leads list.

	Create Lead	Cancel Lead	Change Lead Status to Rented	Reactivate Cancelled Lead	Search for Lead	Access Script Card Designer	Move-in Leads	Complete Follow-up Tasks	Add Lead Notes	Take Reservation Payments	Delete a Lead	Create/Edit Lead Workflows	Create/Edit Lead Templates
Administrator	X	X	X	X	X	X	X	X	X	X	X	X	X
Evaluator	X	X	X	X	X		X	X	X	X
Manager	X	X	X	X	X		X	X	X	X
Employee	X	X	X	X	X		X	X	X	X
None/Agent	X	X	X	X	X		X	X	X	X

Note: All roles can access the Collection & All Customer list.

	Complete Collection Tasks	Take Customer Payment	Create/Edit Workflows	Create/Edit Collection Templates	Add Tenant Notes
Administrator	X	X	X	X	X
Evaluator	X	X			X
Manager	X	X			X
Employee	X	X			X
None/Agent	X	X			X

Note: All roles can access the All Interaction History & Unprocessed list.

	Grade Employees	Grade Locations	Add Calls to the Call of Fame	Create & Edit User Gradesheets	Create & Edit Location Gradesheets	Ad Hoc Grading Based on Evaluation Rules	Create/Edit Evaluation Rules	View Calls in the Call of Fame
Administrator	X	X	X	X	X	X	X	X
Evaluator	X	X	X	X	X	X	X	X
Manager	X	X	X			X	X	X
Employee						X		X
None/Agent						X		X