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Grant Group Managers access to conversation overview

IT_Tom

We can currently grant Group Managers the ability to review their group members call history and call recordings. They can also review the message reports, but they cannot view the conversation overview which they need for training when their team members are using SMS/MMS to communicate with a customer.

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Status: New

Comments

GlennD

@IT_Tom I have new information and I have updated my previous reply. The ability to review group messages and more is planned for next year.

IT_Tom

This is what I expected would work but it does not. These users get an error message only when accessing the Conversation Overview even with the permissions you mention. They also cannot Export the messages report data with the mentioned permissions although I do not really need them to have that ability for our use case.

GlennD

Hi @IT_Tom, welcome to the community.

I have shared this with the team and if you assign these Group Managers an Admin and Billing role with these permissions:
• Access user history, usage, and data (View and export user history, usage and data.)
• Access call recordings (View, listen, and export call recordings)

They will be able to ~~perform these actions on the teams they manage~~ access call records and data, but not messages for now. (edited 9/4/26 GlennD)

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