How to Grant Phone Number Access to Agents with Custom Role In DoubleTick

To allow an agent to read phone numbers, you can create a custom role tailored to this task. Follow these steps to configure the necessary permissions:

1. Go to Settings: Navigate to the Settings section from your dashboard

2. Create a Custom Role:

   Under the Roles section, click on Create Role under organisation role to begin the process of setting up a new role.

   
3. Select Permissions:

   From the list of available permissions, choose Read Phone Number. You can also select any additional permissions you want to grant based on the tasks the agent needs to perform.

4. Assign the Role:

   Once the role is created, assign it to the relevant agent(s) by selecting their name from the list of users.

   This will provide your agent with the necessary permissions to access phone numbers while allowing you to maintain control over other access settings.