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:
Navigate to Advanced > Roles
Click Add
Enter a Role Name and Description
Assign at least one permission to the role
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:
Navigate to Administrators
Click Add
Enter the Display Name, Username, Password, Email Address, and other required information
Select an appropriate Role for the administrator
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.
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