Setting Staff Permissions in the Dialer
To manage staff permissions in the dialer:
Log in to the main application.
Navigate to Management → Platform Users.
Locate the staff member and click the key icon next to their name.
From there, you can edit their permission levels for each section.
Understanding Permission Levels
Edit (Full Access)
The user can view and make changes to settings, data, or configurations in that section. This includes creating, updating, or deleting items where applicable. Best suited for trusted admins or team leads.See (View Only)
The user can view all relevant information but cannot make any changes. Ideal for users who need oversight or access to reports and metrics without the ability to edit settings.None (No Access)
The user cannot access or view the section at all. It will be completely hidden from their dashboard.
Agent Permissions
Dialer
Grants access to the Dialer interface and allows configuration of stat visibility:
Billable Stats — Indicates whether a call is billable.
Call Cost — Displays the cost associated with each call. Requires Billable Stats to be enabled.
Compliance — Provides agents with access to compliance-related information for each call and displays the Compliance Dashboard directly on their home screen.
Agent Performance — Allows agents to view their own key performance indicators (KPIs).
Analysis — Enables the Analysis tab.
Monitoring — Unlocks the Monitoring tab for call-by-call review.
Reporting
Grants access to the Reporting dashboard.
📌 No editable or advanced reporting tools—view only.
Commissions
Allows agents to view their commission reports, if available.
📌 This is read-only access to their own commission data.
Employee Permissions
General Access
Controls access to EnrollHere products beyond the dialer, such as user management and integrations.
No Access – Cannot view or interact with this section.
View Only – Can view data but not make changes.
Full Access – Can view and edit.
Dialer
Enables access to the Dialer admin features. Granular controls include:
Billable Stats
Call Cost
Compliance
Grants access to compliance scores.📌 To use Compliance Score Override, this permission must be set to Edit (not Show). See Compliance Score Override.
Agent Performance
Analysis
Dashboard
Supervise — Listen, whisper, or take over calls.
Monitoring — Real-time agent statuses.
Advanced Routing
Caller ID
Campaign
Number
Queue
Leads
Lead Lists
Script
Call Cap
Dispo Status
Skills
Appointments
Has Access to Tags
Limit admin and employee visibility to specific teams by assigning team tags.
⚠️ Important: Tag restrictions hide agents from this admin's view across the entire dialer, including reports, agent settings, monitoring, live calls, and Compliance dashboards. If an admin reports they "can only see one or two agents," check their tag restrictions first — they may have been over-restricted.
Reporting
Grants full access to the Reporting section: view performance by campaign, agent, or lead list; filter by time period, tag, or outcome; export reports.
User Management
All – Full visibility and control over all users.
Invite Users – Determines whether the user can see the Invite Users button.
None – No access to the invite feature.
Show – Access to the Invite Users button.
📌 See How to Invite Users to the EnrollHere Dialer for step-by-step instructions.
Commissions
View Only – Can review commission reports without making changes.
Full Access – Can configure commission structures, payouts, and view agent-level earnings.
📌 Tip: Start with View Only access for new admins, then upgrade to Full Access once they're fully trained.