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Creating a Reporting Group Role

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Creating a Reporting Group Role


The Reporting Group role can be used either as a stand-alone user, or as an additional role for any agent, supervisor, or admin. First create the new group by clicking the Add New Group button under the User Accounts>Edit Groups menu. Name the new group Reporting, give it a brief description, then click Save. Then click the Edit Permissions link for the Reporting group.

Listed below are the permissions that need to be checked when creating the Reporting Group (uncheck all others):



















Note: You will still see “Campaign Visualizer” listed on the Reports menu, however there seems no way to get rid of it.

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