Roles and Permissions

Content

The ShoreTel Connect Portal features and functions available to you depend on the type of user you are and the roles and permissions assigned to you.

Users

Individual Users are all contacts within an organization that have one or more phone profiles assigned to them.

Users can use the ShoreTel Connect Portal to update their personal information and manage settings for phone-related features including voicemail, call routing, programmable buttons, contacts, and more. Users also have access to a personal homepage with visuals and statistics related to their phone usage. All users can access their own personalized features from the Home menu in the ShoreTel Connect Portal.

Team Managers

Team Managers are Group Owners. Groups are created by Authorized Contacts, and each group has a designated Group Owner.

Team Managers can use the ShoreTel Connect Portal to access phone-based business intelligence data and call activity reports for all members of each group they manage. Team Managers can access all team management features from the Team menu in the ShoreTel Connect Portal.

Authorized Contacts

Authorized Contacts are trusted people, both inside and outside your organization, who manage your phone system. Authorized Contacts are assigned different roles, depending on their rights and responsibilities within an organization.

NOTES:

Authorized Contacts can use the ShoreTel Connect Portal to manage features, settings, and configurations for their ShoreTel Connect CLOUD account and for all users on that account. Authorized Contacts can also access business intelligence data and call activity reports and use those reports to better manage service levels, staffing efficiency, and sales performance. Authorized Contacts share access to team management features available from the Team menu and have exclusive access to other account features available from the Organization and Phone System menus in the ShoreTel Connect Portal.

Roles

There should be at least one person assigned to each of the available roles. A description of each role is included in this section. For information about assigning Authorized Contact roles to users on your account, see Viewing and Assigning Roles and Permissions.

If no one is assigned to a role, the responsibilities for that role are reassigned as follows:

Decision Maker (DM)

The Decision Maker is usually a corporate officer and the person who signed the original order form with ShoreTel Connect Cloud. At least one person must be designated as a Decision Maker for an account at all times.

Rights

As a Decision Maker, you have the following rights:

Responsibilities

As a Decision Maker, you have the following responsibilities:

Phone Manager (PM)

The Phone Manager is responsible for the implementation and day-to-day management of the ShoreTel Connect CLOUD Phone System. A Phone Manager can be designated for a location, multiple locations, or the entire organization.

At least one Phone Manager should be designated for each location within an account.

Rights

As a Phone Manager, you have the following rights:

Responsibilities

As a Phone Manager, you have the following responsibilities:

Billing Contact (BC)

The Billing Contact is usually an employee within an organization that is responsible for accounts payable or is the controller. Some organizations also assign this role to an accounting department member.

At least one Billing Contact should be designated for an account.

Rights

As a Billing Contact, you have the following rights:

Responsibilities

As a Billing Contact, you have the following responsibilities:

Technical Contact (TC)

The Technical Contact is usually a network administrator or IT consultant. The Technical Contact is responsible for the implementation and day-to-day management of the Local Area Network (LAN) for a location, multiple locations, or the entire organization.

At least one Technical Contact should be designated for each location within an account.

Rights

As a Technical Contact, you have the following rights:

Responsibilities

As a Technical Contact, you have the following responsibilities:

Emergency Contact (EC)

The Emergency Contact is usually someone that is on-site at a particular location and is involved in the operations of the organization. The Emergency Contact is responsible for making decisions in case of an emergency. An Emergency Contact can be designated for a location, multiple locations, or the entire organization.

There should be at least one Emergency Contact designated for each location within an account.

Rights

As an Emergency Contact, you have the following rights:

Responsibilities

As an Emergency Contact, you have the following responsibilities:

Related Articles

ShoreTel Connect CLOUD Users
ShoreTel Connect CLOUD Team Managers
ShoreTel Connect CLOUD Account Management
Using the ShoreTel Connect Portal
How to Search the Knowledge Base
ShoreTel Connect Portal Documentation

ShoreTel Dates

Created Date 2016-08-12 - Modified Date 2017-04-17


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