Permissions

Admin & Security

Permissions

Control exactly what each agent, supervisor, or admin can access, see, and do inside Nectar Desk with granular role-based permissions.

Nectar Desk permissions let admins define exactly what each user role can access — which queues, reports, CRM records, and settings are visible or editable. Role-based access control ensures agents see only what they need and sensitive data stays protected.

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Role-Based Access

Assign permissions by role — Agent, Supervisor, Manager, Admin — with different visibility per role.

Queue Restrictions

Limit which queues each agent can join, view, or transfer calls to.

Report Access

Control which analytics reports and dashboards each user role can view or export.

CRM Data Security

Restrict CRM record visibility so agents only see contacts in their assigned territory or team.

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