User groups (end-customer permissions)

Not to be confused with a reseller or accountant's own permissions — a User Group is a fine-grained permission template you can hand to end-customer ("user"-type) accounts, one area at a time.

Note

This is a different screen from Reseller Permissions / Accountant Permissions (the operator's own staff permission groups) — those are covered on the Administration section's System users & permissions page. User Groups are for the end customers below you, and any of Admin, Accountant or Reseller can maintain its own set.

Open it

In the sidebar, go to RESELLER > User Groups (the item sits in the Reseller menu even though it's about end customers, not resellers themselves — see The Reseller menu). An Admin or Accountant manages the operator's own set here; a Reseller signed in sees the same item for its own set only.

Create one

Fill in a Name and an optional Comment in the form at the top of the page, and select Create.

New permission group form: Name Demo User Group, Comment 'Demo group for the wiki screenshot set.', and a Create button; below it, 'No permission groups yet.' — The new-group form — before any group exists on this system.

Saving takes you straight to the group's own permissions page — one row per area, each with a dropdown:

Permissions: Demo User Group page, 0 Users, Name and Comment fields at the top, then a long list of areas (Personal details, Devices, Rates, Payments, Invoices, Financial statements, Subscriptions, Calls, Active calls, Graphs, Recordings, DIDs, CLIs, PhoneBook, Quick Forwards...) each with a 'No access' dropdown. — A new group starts with every area set to "No access" — nothing is granted by default.

Field	Meaning
`Name` / `Comment`	Shown wherever the group can be picked — on a user's own account, and in this list.
Each area row	One end-customer-portal feature (Personal details, Devices, Rates, Payments, Invoices, Financial statements, Subscriptions, Calls, Active calls, Graphs, Recordings, DIDs, CLIs, PhoneBook, Quick Forwards, and more further down the page) with its own No access / read / write choice — set independently, not an all-or-nothing switch.

The list

Back on User Groups, every group created so far is listed below the new-group form, with the number of end-customer accounts currently using each one:

User Groups list with one row: Demo User Group, comment 'Demo group for the wiki screenshot set.', User count 0, with Permissions and Delete buttons. — The User Groups list — the demo group, not yet assigned to anyone.

Once a group exists, assign it to an end customer from that user's own account — the assigned group's read/write choices then apply to what that one customer can do (for example, in its own customer portal) wherever the product checks this permission layer.

Check

After creating a group, open Permissions on its row and confirm every area still reads "No access" — grant only what that group of customers is actually meant to see, one row at a time.