Who can see what: roles and visibility

What a user sees on the Dashboard is decided by their department role in 3CX. JEDWare reads the role from 3CX at every synchronization. You change access by changing the role in the 3CX admin console, not in JEDWare.

3CX roleSees on the Dashboard
User, ReceptionistTheir own calls only
Supervisor, Department AdministratorTheir own calls, plus the departments where they hold that role
Manager, Owner, System Admin, System OwnerEvery department in the system

Seeing who is in a department

Being able to see a department’s numbers and being able to see its people are two separate rights. The per-agent breakdown and the member list are shown only when 3CX grants the viewer the “can see group members” right for that department. A supervisor without that right still sees the department’s totals, but not who handled what.

Changing someone’s access

  1. Open the 3CX admin console and edit the user’s role in the department.
  2. Wait for the next synchronization (up to ~5 hours), or trigger a manual sync from JEDWare’s admin page.
  3. The user’s Dashboard updates the next time they load it.

Roles not listed above (for example Observer) don’t grant any call visibility in JEDWare beyond the user’s own statistics.

Contact:

JED IT- & Teleservice ApS

Bogensevej 90, DK-5270 Odense N, Denmark

VAT: DK-35653821

Phone +45 70 222 084

Mail: [email protected]