Authorizations

The display of contact information in Favorites or on the monitor is dependent on what information the user is allowed to see. To be able to control this, authorizations are necessary.
Additionally to the visibility the authorizations defines the availability of contact related functions which are accessible for the user throu the ActiveContacts

Granting authorizations

Any user can give another user permissions to his own contact and own lines. These permissions are always in addition to rights already assigned by the Administrator. You cannot take any rights away from another user.

Authorizations can be awarded through the context menu of the ActiveContacts (in Favorites or monitor), menu point customize authorizations.

Autorizations apply to contact data of the user and to dynamic informations and functions, which are provided by the estos UCServer. The authorizations on the contact have a fixed definition.

Change authorization levels

The Favorites or the monitor will be able to view and change the authorizations once granted simply by using the context menu under Authorization Level:....

Table of user and contact authorizations

The authorizations which can be given to other users are differentiated in 5 levels:

  • Public:
    Public contacts see your name, title, company, business phone numbers and e-mail address.
  • Business:
    Business contacts will see certain contact information and also restricted information about your availability.
  • Team:
    Team colleagues see detailed contact information and differentiated presence information including notes.
  • Personal:
    Personal contacts see detailed contact- and presence information, inclusive a note ans private data.

The overview displays by which authorization level what contact data is transmitted to other users:

Information Public Business Team Personal
Display name X X X X
E-mail address X X X X
Stellenbezeichnung X X X X
Work phone X X X X
Mobile number X X
Private phone X
Other number X
Company X X X X
Office X X X
Business address X X X
SharePoint/Web-Site X X X
Note X X X

The authorisation levels restrict only the contact details exchanged through presence information. The authorization level does not influence the contact search. Contact details, such as e.g., the mobile call number, continue to be visible via a contact search, independently from the authorization levels.

Administratively pre-set authorizations and authorization levels

The administrator can specify authorization levels or individual authorizations. In this case, authorization levels set by the administrator can no longer be reduced. The authorizations entered by the administrator are always the minimum authorizations.

If single authorizations are administratively given instead of authorization levels, the authorization level can only be changed by the administrator.

In estos UCServer further information and functions are available to give authorizations to a contact.
The following definition is valid for standard authorization levels:

Authorization Public Business Team Personal
See presence X X X X
Set presence X X
See private appointments X
See public appointments X X X
First line See outgoing phone numbers X X X
See incoming phone numbers X X X
See diversions X X X
Set diversions X
Retrieve call X X
Second line See outgoing phone numbers X X
See incoming phone numbers X X
See diversions X X
Set diversions X
Retrieve call X

Version 7.3.1.5073