In CallHippo, only Owner accounts can control which sub-users are allowed to download call reports from the dashboard. This permission ensures that sensitive call data is accessible only to authorized team members, such as Admins or Managers, who need it for performance tracking or reporting.
When enabled for a sub-user, the download option becomes available in their reports section. This helps maintain data security while allowing the Owner to customize access based on each user’s role and responsibilities.
How to Enable and Assign Call Recording Rights to Specific Users:
1. Log in to your CallHippo dashboard.
2. Click on the "Settings" option at the top of the dashboard.
3. Click on the ‘Reports Download Rights’ option.
4. Click on the toggle to enable the feature.
5. Select the role and name of the user, and then click on apply to confirm the changes.
6. You will be able to see the confirmation messages for the changes made in green.
7. Now, only the users listed below will have to right to download the call reports.
The users who are not listed below will not have to right to download the call reports.
Important points:
By default, all users in your account have the right to download the call reports.
When the Reports Download Rights feature is enabled, only selected users will have access to download the call reports.
You can assign Reports Download Rights to individual users across different roles.
Please note that Reports Download Rights cannot be assigned to a team.
Note: When a user who does not have the rights to download the Call Reports tries to download it, the error message “You don’t have access to download the activity feed” will appear.
Frequently asked questions:
Q: What are Reports Download Rights in CallHippo?
A: Reports Download Rights let the account Owner control which users can download call reports from the dashboard. This helps protect sensitive call data.
Q: I’m an Admin, but I can’t see the download button in the reports section. Why?
A: The Reports Download Rights feature may be enabled, and your access might not be granted. You’ll need the account Owner to give you permission.
Q: Why do I get an error saying “You don’t have access to download the activity feed”?
A: This error appears if the Reports Download Rights feature is turned on and you are not included in the list of users allowed to download reports.
Q: Can I give download rights to an entire team instead of individual users?
A: No, download rights can only be assigned to individual users, not to teams.
Q: What happens if the Reports Download Rights feature is turned off?
A: If the feature is disabled, all users in the account will automatically have access to download call reports.
Q: Can users with different roles, like Agents or Managers, be granted download rights?
A: Yes, the Owner can assign download rights to individual users across different roles, including Agents and Managers.
Q: I accidentally gave the wrong user download access. How do I fix it?
A: Go back to the “Reports Download Rights” section, deselect the user, and click “Apply” to save the changes.
Q: Will the user be notified when their download rights are updated?
A: No, the users are not notified when access is granted or taken away from them.
Q: Can I view a list of users who have download rights enabled?
A: Yes, the list of selected users appears below the toggle option in the Reports Download Rights section once the feature is enabled.
Q: I’m a new user and can’t download reports. Do I need to request access?
A: Yes, you’ll need to contact the account Owner and request them to assign you download rights through the dashboard settings.
I hope this helps. If you still face any queries, please feel free to reach out at [email protected]