Assistant distinguishes it's role based access by the following user levels:

  • SYSTEM ADMIN - manages high level system settings, organization units and defines users.
  • USER - directory-synched account created by an admin.  Can manage his presence call routing / forwarding settings and delegates.
  • MANAGER - a user elevated by admin. Can manage his own settings and (if granted) those of his manager(s). Can add further assistants and grant them permissions.
  • ASSISTANT - a user elevated by admin or manager. Can change settings of his manager (if granted) and name own further (sub)assistants, thus acting as manager himself. → See (info) below.

The table below is an "idealized" view of the roles in Assistant. If needed any user in Assistant can act in any of the roles below, e.g. an Admin also acting as "User, Manager and Assistant" at the same time.

Functionality Access / Permissions

System Admin




System Settings(tick)---
Organization Units(tick)- --
Add / Manage Users(tick)---
Routing Assistant Page Functionality
Define own Call Routings / Forwarding-(tick)--
Edit Delegates-(tick)--
Edit Team Call Group-(tick)--
Managers and Assistants Page Functionality
Add Manager(tick)► -(info)► (info)
Add Assistants(tick)-(tick)(tick)
Modify RA (Routing Assistant)(tick)-(info)(info)
Modify MA (Manager Assistant)


Modify BL (Blacklist)(tick)-(info)(info)

(tick) = Default Permission / (info)= Optionally Granted Permission that can also be granted ► to role at the right / ► received from role at the left

(info) A manager role is not exclusively given by Admins. Instead, if a user adds another user as an Assistant, that user will see the granting user as his/her Manager.
(lightbulb) Any Assistant can also be a manager by adding Assistants of his own. However, an Assistant may not pick his own Managers, nor are "circle-references" allowed.

These relations are configured on the Managers and Assistants page.