Users & Roles • Updated April 9, 2026
Set user roles and team access in CallOrbit
Start from CallOrbit role defaults, then grant extra permissions only when a customer genuinely needs broader access.
Audience: Customer admins controlling portal access. This guide focuses on operational setup inside the CallOrbit platform.
Add customer admins, managers, supervisors, agents, and team assignments correctly.
- Choose the role first so the default permission boxes are preselected correctly.
- Set the assigned team, including custom team names created directly from the Users page.
- Only expand access beyond the role defaults when the customer wants more control.
Who this guide is for
Audience: Customer admins controlling portal access.
Add customer admins, managers, supervisors, agents, and team assignments correctly.
Use this guide when you want the setup to be correct the first time and easy for another admin, manager, or supervisor to verify later.
What this workflow helps you accomplish
Start from CallOrbit role defaults, then grant extra permissions only when a customer genuinely needs broader access.
This workflow matters because numbers, routing, access, and reporting in CallOrbit are connected. Skipping one setup detail usually creates avoidable support work later.
- Step 1: Choose the role first so the default permission boxes are preselected correctly.
- Step 2: Set the assigned team, including custom team names created directly from the Users page.
- Step 3: Only expand access beyond the role defaults when the customer wants more control.
Setup checklist
- Choose the role first so the default permission boxes are preselected correctly.
- Set the assigned team, including custom team names created directly from the Users page.
- Only expand access beyond the role defaults when the customer wants more control.
Operational follow-up
After you complete this flow, confirm the live experience from both the agent and customer side so ownership, routing, permissions, and reporting all match what the workspace expects.
If your team is rolling this out across multiple users, queues, or phone numbers, pair this article with the broader knowledge base and the relevant routing or numbers guides to keep deployment consistent.
- What is the CallOrbit Knowledge Base for? — It is the public help hub for how CallOrbit works, covering numbers, webphone setup, SIP, extensions, routing, users, roles, and billing basics.
- Can customers read this without signing in? — Yes. The Knowledge Base now lives on a public route so customers can read setup guidance before or after they enter the portal.
- Does the portal still have its own Knowledge Base page? — No. The signed-in portal navigation no longer carries a separate Knowledge Base page, and the old portal path now redirects to this public version.