Account Security Features
CallTrackingMetrics provides a number of features to keep your account and your call data secure. Below is an overview of the features available with links to more information.
Users and Account Access
- Individual user accounts: you should create a unique login for every person who needs to access your account. Every account can create an unlimited number of users, and there is no charge per user.
- Two-factor authentication: two-factor authentication (via SMS or Google Authenticator) can be enabled for each individual user to provide additional login security.
- Automatic logout: agency accounts can enable a setting to automatically log out users after a set period of inactivity.
- Last login: administrators and agency administrators can see how long ago each user in the account logged in on the account users list page.
- User roles: each user is assigned a role that determines what they will be able to see and change in the account.
- Access control groups: agency accounts can create access control groups to customize what features and data are available to the users assigned to the group. Access Controls can only be applied to agents, call managers, and report managers.
- Teams (phone settings): Contact Center accounts can create teams of agents using phone settings to customize their phone features, including the ability to transfer calls and access to recordings and live listening.
- Change history: most changes are logged in a version history, including a timestamp and the ID of the user that made the change. A collection of all logged account changes can be found on the change history page.
- Redaction: agency plans can use redaction to remove personal information from records of calls, texts, and forms in your account. Redaction can be done manually or automatically.
- GDPR: CallTrackingMetrics offers a number of tools and recommended configurations to help you comply with GDPR requirements.
- HIPAA: Review our list of recommended settings for customers with HIPAA concerns.
- Secure Transcriptions: enable secure transcriptions to detect when credit card information, social security information, or phone numbers are spoken during a call, tag the call appropriately, and redact that information from your call transcriptions and associated call recording.
- Protected Recordings: enable password-protected recordings on your Account Settings or Agency Settings page (found in the Settings menu) to require a PIN to access call audio.
- Time-limited Recordings: set a number of days that links to call audio files will be valid in your Account Settings or Agency Settings.
- Deleting Recordings: call recordings can be deleted individually or in larger batches by date range.
Exports, Downloads, and Notifications
- Included Fields: call log exports and notifications allow you to select which call fields are included, allowing you to limit what information is distributed outside of the CallTrackingMetrics platform.
Email Notifications about Your Account
- Billing Notifications: account billing notifications are sent to all administrators on the account. If your account has agency administrators, you can change this preference in each agency administrator’s user profile.
- It is not possible for all agency administrators to opt out of receiving billing notifications. If all agency administrators turn off billing notifications in their profiles, all agency administrators will receive billing notifications.
- New Admin Alert: whenever a new administrator is added to your account, an email alert will be sent to all existing administrators.
- New Login Alert: if you log in to your account from a new IP address, an email alert will be sent to notify you.
- Stopping Incoming Calls
- Transferring Accounts (Moving Accounts into or out of Agencies)
- CallTrackingMetrics Tools for GDPR Compliance
- Canceling an Account or Agency
- Pausing the Tracking Code
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