Overview
The Portal Permissions Tab controls what information clients can access in their portal for ping-post delivered leads. These settings enhance client experience by providing additional context and tools for lead management.
Portal Feature Configuration
Setting | Function | Client Benefit |
IVR Call Information | Displays call details for IVR leads | View call duration and recordings |
Show File Attachments | Enables file uploads/downloads | View attached documents or supplemental materials |
Show Analytic Data | Reveals lead analytics | Understand lead source context and performance |
Step-by-Step Configuration
Access the Portal Permissions Tab in your Ping-Post delivery method
Enable/disable IVR Call Information (if applicable)
Enable/disable File Attachments
Enable/disable Analytic Data Display
Once done with your settings, click Save
Best Practices
Client-Specific Configuration:
Enable IVR data for call center clients who receive IVR calls
Use file attachments for document-intensive industries (such as mortgage, insurance, etc)
Show analytics for marketing-conscious clients
Security Considerations:
Review file attachments for security risks
Consider data sensitivity when enabling analytics
Establish clear usage guidelines for clients
Performance Impact:
Monitor portal load times with enabled features
Disable unused features to optimize performance and declutter your client's Portal interface
Next article: Delivery Schedule Tab>