Overview
Every user in the Pear Portal is assigned a role. Your role determines which pages and features you can see and use. Roles are set up by the Pear team. You can’t change your own role from within the portal.Available roles
| Role | Who it’s for | What they can access |
|---|---|---|
| User | Standard staff | Dashboard, extensions, queues, call flow, web phone |
| Manager | Practice or office managers | Everything in User, plus reports, call recordings, analytics, system recordings management, and dial plan visualiser |
| Multi-Site Manager | Managers responsible for multiple locations | Same access as Manager, across all assigned sites |
Not all roles may be visible in your organisation. The roles available depend on how your account is configured.
What your role controls
Your role affects which items appear in the left-hand menu. If you can’t see a section that a colleague can see, the most likely reason is that your roles differ. Common differences between roles:- Reports and call recordings: visible to Managers and above; not included in the base User role
- System recordings: manage hold music and announcements (requires Manager or above)
- Multiple sites: access to more than one location requires Multi-Site Manager
How to find out what role you have
Go to Account in the left menu. Your current role is shown in your profile.Requesting a role change or customisation
Roles are managed by the Pear support team. If you need more access, believe you’ve been assigned the wrong role, or need a custom role set up for your organisation, log a support case using the Support link in the left menu. When you log the case, include:- The access you need (e.g. “I need to see call recordings”)
- Your name and organisation
- The name of someone at your organisation who can authorise the change