> For the complete documentation index, see [llms.txt](https://support.portsip.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.portsip.com/portsip-communications-solution/portsip-pbx-administration-guide/2-portsip-pbx-management/administrator-management.md). # Administrator Management ### Built-in System Administrator By default, the PBX creates a built-in **System Administrator** account with the username **admin**. You can view this account by navigating to **Administrators** in the PBX web portal menu. Select the **admin** account and click **Edit** to configure its **Email Address** and **Display Name**. To change the administrator’s login name or personal profile information, click the **profile picture** in the upper-right corner of the web portal and update the profile settings.
*** ### Administrator Roles Starting with **PortSIP PBX v22.3**, the system supports **multiple System Administrators** and introduces **role-based access control (RBAC)** for administrators. The PBX includes three predefined administrator roles, each designed for different operational responsibilities. #### System Admin The **System Admin** has the **highest level of privilege** in the PBX. * Full access to all system functions and settings * Can manage all administrators, roles, users, tenants, trunks, and system configurations * Can create additional System Administrators > ⚠️ **Best Practice:** Creating multiple System Administrators should be done with caution and limited to trusted personnel only. *** #### Operation Admin The **Operation Admin** has slightly fewer privileges than the System Admin and is intended for day-to-day operational management. * Has full access to most PBX management functions * **Does not** have access to: * System.Settings * System.Users * System.Roles * System.Integrations All other permissions are equivalent to those of the System Admin. *** #### Site Admin The **Site Admin** has fewer privileges than the Operation Admin and is typically used for site-level or delegated administration. The Site Admin has access to the following permissions: * System.Information (View Only) * Analytics (Full Access) * System.Tenants * Trunks (Full Access) * System.Dealers * System.Features This role is suitable for administrators who manage specific tenants or operational areas without full system control. *** #### Viewing Role Permissions You can view the detailed permissions assigned to each administrator role by navigating to the menu: **Advanced > Roles** *** ### Creating New Roles In addition to the predefined roles, you can create **custom administrator roles** to meet your specific operational requirements. To create a new role: 1. Navigate to **Advanced > Roles** 2. Click **Add** 3. Enter a **Role Name** and **Description** 4. Assign at least one permission to the role 5. Click **OK** to create the role
*** ### Creating a New Administrator You can create additional administrators and assign different roles to distribute management responsibilities more effectively. To create a new administrator: 1. Navigate to **Administrators** 2. Click **Add** 3. Enter the **Display Name**, **Username**, **Password**, **Email Address**, and other required information 4. Select an appropriate **Role** for the administrator 5. Click **OK** to complete the creation
After the administrator is successfully created, they can sign in to the PBX web portal and manage the system according to the permissions granted by their assigned role. *** ### Permission List The following section provides a **detailed explanation of each administrator permission**, including access levels and functional scope. #### System.Information * **View Only**\ Allows viewing system status, version information, license details, and basic platform health data. No configuration changes are permitted. *** #### Analytics * **View Only**\ Allows access to dashboards and reports for monitoring system usage, call statistics, and performance metrics. * **Full Access**\ Allows configuring analytics settings, creating or modifying reports, dashboards, filters, and exporting data. *** #### System.Dealers * **View Only**\ Allows viewing dealers and associated information without making changes. * **Full Access**\ Allows creating, editing, disabling, or deleting dealers and managing dealer-related settings. *** #### System.Tenants * **View Only**\ Allows viewing tenant information and configuration details without modification. * **Full Access**\ Allows creating, editing, disabling, and deleting tenants, as well as managing tenant-level settings. *** #### Integrations * **View Only**\ Allows viewing configured integrations and their status. * **Full Access**\ Allows configuring, modifying, enabling, or disabling integrations with external systems and services. *** #### System.Devices * **View Only**\ Allows viewing of the phone device templates. * **Full Access**\ Allows adding and editing phone device templates. *** #### Trunks * **View Only**\ Allows viewing trunk configurations, status, and usage information. * **Full Access**\ Allows creating, editing, enabling, disabling, and deleting trunks settings. *** #### Features * **View Only**\ Allows viewing system features such as Audit Trail, Events. * **Full Access**\ Allows managing system features such as Audit Trail, Events. *** #### System Settings * **View Only**\ Allows viewing global system configuration and parameters. * **Full Access**\ Allows modifying global system settings that affect platform behavior and services. *** #### Roles * **View Only**\ Allows viewing existing roles and their assigned permissions. * **Full Access**\ Allows creating, editing, and deleting roles and configuring permission assignments. *** #### Users * **View Only**\ Allows viewing of administrators and related information. * **Full Access**\ Allows creating, editing, disabling, and deleting administrators, and managing their settings.