Applies To:

Call2Teams - Customers


TABLE OF CONTENTS

Overview

The instructions below will explain how to invite an Administrator to an account or modify the associated roles.

Administrators of Client/Sub accounts are not able to make any changes that could result in financial or contractual changes.


Invite an Administrator

Navigate to the account to which the new administrator will be assigned.

From the Account Tab, click the blue Invite Administrative User


You may send the invite by Email or by copying and sharing a link:




A portal invitation will be sent to the email address you provide. This does not have to be an Office 365 email address. The invite will will contain an activation link to the portal. An Office 365 user account is required for access to the Call2Teams portal.

 

Unknown Account Error

If you have received an admin invite and receive the above error the following should be checked.


Logout from all Microsoft accounts

Try accepting the invite in a private Browsing Session

Use Chrome or Edge


You may also find that you have had admin access granted for a different client/tenant account. 


Invite Not Received

Administration Invites are sent out when the account is created. These are unusually sent to the named Customer Services and Provisioning personnel.

After that, Administrators can add new Admins themselves as long as they have sufficient rights.


There are occasions when the MS filtering can be over aggressive especially with new tenants where no traffic reputation has been built up.


Please inspect your Junk Email folder in Outlook and the Office 365 spam quarantine to see if the message has been blocked:


https://docs.microsoft.com/en-us/microsoft-365/security/office-365-security/find-and-release-quarantined-messages-as-a-user?view=o365-worldwide

If the message is not delivered then we recommend an existing Administrator sending the invite to another address (e.g. Gmail account) and then clicking the link to log in to Office 365 with the correct tenant user. The address that email is sent to has no bearing on the user that is logged in to accept the link in the email. 

If you are logged in with a different Office 365 user to the tenant you are trying to configure, you should right-click and copy the link in the email and paste this link into a private browsing session ensuring that you are currently NOT logged in to any Microsoft accounts. Alternatively, use the Share option from the Add Administrator page, to copy a link.

Administrator Roles

You will need to assign one or more of the roles below for an Administrator to be able to perform certain functions in the portal.


  • Account Owner

Access to Admin Invitations, Admin Users, API Keys, External Links (Read Only), & Services. Able to start/review Sync Jobs. This is the default role for any Adminisrator.

  • Subscription Contributor

Able to add/amend Subscriptions, Account creation and management. This is an essential role afforded to the Customer Services and Provisioning Managers at the Native Partner account level and is not a functioning role at the client account level.

  • Subscription Viewer

Read Only access to Account configuration, Billing, Order History, Services and Subscriptions.

  • Service Contributor

Able to create and view event logs, view account configurations, set and read Teams presence information, create and manage Administration invitations, read API keys, view user call log (and set diagnostic hold), read PBX/Trunk templates, start/stop Sync Now jobs create and manage Service users.

  • Service Viewer

Read Only access to Accounts, Admin Invitations, Admin Users, Calls, Documents, Services, Service Users & Sync Jobs  

  • Brand Contributor **

Access to Accounts (Read Only), Admin Invitations (Reading Roles), Branding (Upload, Downlod & Delete) Company Logos, Icons & External Links, PBX Templates (Create, Read, Update & Delete) as well as hiding ancestor templates. 

  • Sync Contributor

Access to Accounts (Read Only), Services (Read Only) & Sync Now.


**Subject to availability dependant on product purchase




Note that roles can inherit rights from Administrators roles assigned to 'parent' accounts.

Roles can also have implied rights associated with other roles.

  • Account Owner
    • Implies Service Contributor (and thus Service Viewer)
  • Service Contributor
    • Implies Service Viewer
  • Subscription Contributor
    • Implies Subscription Viewer
    • Implies Account Owner, but only for descendant accounts.