This article provides a comprehensive overview of the functionalities associated with different roles-Admin, Manager, and User-within the Koncert application.
It outlines the specific actions that each role can perform, as well as any restrictions they may have. By understanding these role-based permissions, users can efficiently navigate the platform and make the most of its features.
Whether you are an Admin managing system-wide settings, a Manager overseeing team activities, or a User executing day-to-day tasks, this guide will help clarify your capabilities within the Koncert application.
Dialing Session
| Feature | Admin | Manager | User |
|---|---|---|---|
| Dialing Activities | ❌ | ✅ | ✅ |
| Upload Lists | ❌ | ✅ | ✅ |
| Modify Settings Summary Panel | ❌ | ✅ (General lists only) | ✅ (General lists only) |
| Modify Phone Field – Lead Pool Lists | ❌ | ❌ | ❌ |
| Apply Filters (e.g., Likely to Answer) – Lead Pool Lists | ❌ | ❌ | ❌ |
Lists
| Feature | Admin | Manager | User |
|---|---|---|---|
| Upload Lists | ❌ | ✅ | ✅ |
| Import Lists | ❌ | ✅ | ✅ |
| Upload, Edit, and Reset Lead Pool Lists | ❌ | ✅ | ❌ |
| Manage Own Lists (merge, delete, archive etc.) | ❌ | ✅ | ✅ |
| Export Lists | ❌ | ✅ | ❌ |
| Transfer Lists | ❌ | ✅ | ❌ |
| Audit History | ✅ (All) | ✅ (Own + Team) | ✅ (Own only) |
Analytics
| Feature | Admin | Manager | User |
|---|---|---|---|
| View Reports | ✅ (All) | ✅ (Own + Team) | ✅ (Own only) |
| Schedule Reports | ✅ | ✅ | ❌ |
Remote Coach
| Feature | Admin | Manager | User |
|---|---|---|---|
| Real time monitoring and coaching | ❌ | ✅ | ❌ |
Remote Salesfloor
| Feature | Admin | Manager | User |
|---|---|---|---|
| Access | ✅ | ✅ | ✅ |
| Roles (Host / Attendee / Observer) | ✅ | ✅ | ✅ |
Call Recordings
| Subtabs / Feature | Admin | Manager | User |
|---|---|---|---|
| Settings | ✅ | ❌ | ❌ |
| Permissions | ✅ | ❌ | ❌ |
| Call Recordings | ✅ (Full Access) | ✅ (Limited based on admin permission) | ✅ (Limited based on admin permission) |
| Library | ✅ | ✅ | ❌ |
| View Call Recordings | ✅ | ✅ | ✅ |
| Listen / Sort / Share | ✅ | ✅ | ❌ |
| Download / Tag | ✅ | ✅ | ❌ |
| Delete Recordings | ✅ | ✅ (if permitted) | ✅ (if permitted) |
| Transcriptions | ✅ | ✅ | ✅ |
Caller IDs
| Feature | Admin | Manager | User |
|---|---|---|---|
| Add/Purchase Custom Caller IDs | ✅ | ✅ | ✅ (if permitted) |
| Delete Caller IDs | ✅ | ✅ | ✅ (if permitted) |
| Assign Caller IDs | ✅ | ❌ | ❌ |
| Grant permission to Add / purchase and delete custom caller IDs | ✅ | ✅ | ❌ |
| View Subscription Limits | ✅ | ✅ (if permitted) | ✅ (if permitted) |
| Heat Map & Spam History | ✅ | ✅ | ✅ |
| Purchase Mapped Caller IDs | ✅ | ❌ | ❌ |
| Release and Download Mapped Caller IDs | ✅ | ❌ | ❌ |
| View Caller ID Details | ✅ | ✅ | ✅ |
Administration
| Feature | Admin | Manager | User |
|---|---|---|---|
| Third Party Integration | ✅ | Read-Only (if granted) | Read-Only (if granted) |
| Company Setup | ✅ | Read-Only (if granted) | Read-Only (if granted) |
| Call Dispositions (Default/Add/Edit/Delete) | ✅ | Read-Only (if granted) | Read-Only (if granted) |
| Import Custom Fields | ✅ | Read-Only (if granted) | Read-Only (if granted) |
| Manage Teams / Battlecards / Personas | ✅ | Read-Only (if granted) | Read-Only (if granted) |
| Parking Lot Rules | ✅ | Read-Only (if granted) | Read-Only (if granted) |
| Achievements | ✅ | Read-Only (if granted) | Read-Only (if granted) |
| Salesfloor Permissions | ✅ | Read-Only (if granted) | Read-Only (if granted) |
| Import Queue | ✅ | ❌ | ❌ |
| Privacy Deletion | ✅ | ❌ | ❌ |
| Administration Permissions | ✅ | ❌ | ❌ |
Settings
| Feature | Admin | Manager | User |
|---|---|---|---|
| Update Advanced Settings | ✅ | ✅ | ✅ |
| Configure AI Dialers | ✅ | ✅ | ✅ |
| Authorize/Connect 3rd Party Tools | ✅ | ✅ | ✅ |
| Import Queue | ❌ | ✅ | ✅ |
Please contact Koncert Support for any questions at support@koncert.com or 603-952-2505.
NOTE: The information provided here is for informational purposes only and should not be considered as a legal advice. Please consult your legal counsel regarding compliance with relevant laws.