Admin vs Member Roles in Power Dialer: Understanding Access and Responsibilities

Power Dialer campaigns in Calilio operate on a role-based system that separates management responsibilities from execution tasks. Understanding the distinction between Admin and Member roles is crucial for organizing your team's calling operations effectively.

Admin Role: Campaign Management and Control

Admins are the architects of your Power Dialer campaigns. They have full control over campaign creation, configuration, and oversight.

What Admins Can Do

Campaign Management

• Create new calling campaigns from scratch
• Edit campaign settings and parameters
• Start, pause, and stop campaigns
• Delete campaigns when no longer needed
• Assign campaigns to teams or individual members

Contact and List Management

• Import contact lists via CSV files (up to 10 MB)
• Access and download contact templates
• Manage multiple contact lists
• View valid contact counts and import status

Disposition Setup

• Create disposition categories for call outcomes
• Define how call results are tracked and organized
• Manage existing dispositions across campaigns

Configuration Control

• Select outbound caller ID numbers
• Set preview duration (time agents review contact info before calls)
• Configure post-call duration (wrap-up time between calls)
• Assign campaigns by team or individual

Real-Time Monitoring

• Access the Active Session dashboard
• View campaign performance metrics (total calls, connected, failed, live calls)
• Monitor which team members are currently on calls
• Track campaign progress and connection rates

Member Role: Campaign Participation

Members are the front-line agents who execute the calling campaigns. Their access is focused on making calls and managing their individual performance.

What Members Can Do

Campaign Access

• View campaigns assigned to them
• Switch to "Member" view in the Campaign tab
• See their personal campaign assignments

Call Execution

• Make calls within assigned campaigns
• Review contact information during preview duration
• Select appropriate call dispositions after each call
• Complete wrap-up tasks during post-call duration

Performance Tracking

• Access their personal Call History tab
• View completed calls and outcomes
• Track their progress within assigned campaigns

What Members Cannot Do

Members have restricted access to protect campaign integrity:

• Cannot create new campaigns
• Cannot edit campaign settings
• Cannot start or stop campaigns
• Cannot import contact lists
• Cannot manage dispositions
• Cannot assign campaigns to others

Viewing Your Assigned Campaigns as a Member

If you're a team member assigned to a campaign, follow these steps to access your work:

1. Log in to your Calilio account
2. Navigate to Power Dialer in the left sidebar
3. Click the Campaign tab
4. Toggle to Member view in the top right corner

You'll see two sections:

• Campaign tab: All campaigns assigned to you
• Call History tab: Your individual calling records

Why This Role Separation Matters

Prevents Accidental Changes: Members can't accidentally modify campaign settings while focused on making calls.

Maintains Quality Control: Admins ensure consistent campaign setup, contact list quality, and disposition standards.

Enables Accountability: Clear role separation makes it easy to track who manages campaigns versus who executes them.

Scales Efficiently: Admins can manage multiple campaigns while members focus exclusively on customer conversations.

Protects Data: Contact lists and campaign strategies remain secure with admin-only access.

Quick Reference: Who Does What

Understanding these role distinctions helps your team leverage Power Dialer efficiently. Admins focus on strategy and optimization, while members concentrate on what matters most—connecting with contacts and achieving campaign goals.

Need to adjust user roles? Contact your Calilio account administrator or reach out to Calilio support via live chat for assistance with role assignments and permissions.

Updated on: 28/11/2025