The Security Settings tab is where you configure multi-factor authentication, set email contacts for incident reporting, and manage global user access permissions, such as call download and sharing capabilities.
Two Factor Authentication: Determines the multi-factor authentication option. Options currently available are App MFA (recommended), Email MFA, or No MFA.
Business Contact: The customer's business distribution email account. CallCabinet uses this to send business incident emails.
Important
Use a distribution email account, not an individual's email address, to ensure that emails are always received regardless of staff changes.Compliance Contact: The customer's compliance distribution email account. CallCabinet uses this to send compliance incident emails.
Important
Use a distribution email account, not an individual's email address, to ensure that emails are always received regardless of staff changes.
Finance Contact: The customer's finance distribution email account. CallCabinet uses this to send finance incident emails.
Important
Use a distribution email account, not an individual's email address, to ensure that emails are always received regardless of staff changes.
Disable Classic Login: By selecting this checkbox, a user will not be able to log in using their email address and a password. This allows for single sign-on (SSO) using services such as Microsoft, Ping Identity, SAML SSO, where the user's username matches their specified email address in CallCabinet.
Download Calls: By selecting this checkbox, a user with the download permission (assigned via their user role) will be able to download call recordings from the Call Listing and Call Details pages.
Email Calls: By selecting this checkbox, users with the requisite licensing will be able to email the call ID and other metadata directly from the Call Listing and Call Details pages.
Be Idle For: Defines, in minutes, how long a user who is logged into CallCabinet may be inactive on a screen. Once the time limit has expired, the user is automatically logged out for security purposes.
Share Calls: By selecting this checkbox, users with the requisite licensing will be able to compliantly share a call recording and selected metadata from the Call Listing and Call Details pages.
Manual Transcription And Summary: By selecting this checkbox, you can enable users to manually edit or input the call transcription and summary if the automated version is unavailable or needs correction.
Require Sentiment Approval: By selecting this checkbox, you can enable the ability to approve or reject agent sentiments directly from the Call Listing page. The sentiment approval status is visible on the Call Details page.
Approved User Domains: Select this checkbox to restrict login access to users with email addresses from a predefined list of approved domains. This helps ensure that only users from trusted or authorized organizations can access the platform.
Note
Download Calls, Email Calls, and Share Calls features may result in a compliance violation depending on the regulations governing your industry and your organization. Check with your Compliance Officer or legal department about your specific security needs before using these features.
If a user makes changes to any of these fields, the Update button is automatically enabled, allowing the user to save these changes.