If you’re here, you probably already know that just giving everyone full access isn’t a security plan—it’s a mess waiting to happen. Whether you’re running a sales team or trying to keep customer data locked down, you need to set up role-based access control (RBAC) so people only see what they should see. This guide is for folks who actually want to make Modjo work for their team, without ending up in permissions hell.
I’ll walk you through real-world steps to get RBAC working in Modjo, flag the pitfalls, and point out what’s worth your time (and what isn’t). Let’s get to it.
Why bother with role-based access control?
Let’s be honest: default settings rarely fit your team. Maybe you’ve got reps who shouldn’t see each other’s deals, or managers who need to review everything. RBAC lets you:
- Limit who sees what—so you don’t have private calls leaking out.
- Avoid “permission creep”—old team members with way too much access.
- Make audits and compliance a whole lot easier.
It’s not just about security. It’s about sanity.
Step 1: Map out who needs what access (before you touch Modjo)
Don’t jump straight into the settings. You’ll thank yourself later if you sketch out who needs what.
Typical roles you might want:
- Admin: Sets everything up, sees everything, usually IT or your ops lead.
- Manager: Can view and review calls for their team, but not tweak system-wide settings.
- Rep/User: Can only access their own calls and maybe their team’s calls.
- Custom roles: Sometimes you need something in-between—like a contractor who can only see a specific subset.
Pro tip: If you have a big team, actually write this out (pen and paper is fine). It saves you from guessing later.
Step 2: Get familiar with Modjo’s role system
Modjo’s RBAC is decent, but it’s not as granular as some heavy-duty enterprise tools. That’s actually a good thing; fewer knobs to break.
Here’s what you need to know:
- Modjo has predefined roles (Admin, Manager, User) and supports some customizations.
- Permissions are mostly about access to recordings, analytics, and settings.
- There aren’t endless toggles. If you want super-fine controls, Modjo might not be the tool for you.
- User management is in the Admin panel.
What doesn’t work? Don’t expect Modjo to handle every special snowflake scenario. If you need to restrict access by every possible field, you’ll hit limits.
Step 3: Set up roles in Modjo
Now you’re ready to actually do the work.
1. Log in as an Admin
You’ll need Admin rights. If you don’t have them, ask whoever set up your Modjo account.
2. Go to the Admin panel
- Click your profile or the gear icon (depends on your Modjo version).
- Choose “Admin” or “Settings.”
3. Head to “Users & Teams” or “User Management”
- This is where you’ll see everyone in the system.
- You can add, remove, or edit users here.
4. Assign roles
- For each user, select the correct role (Admin, Manager, User).
- Double-check you’re not giving out Admin rights like candy. Only give it to people you trust.
5. Set up teams (if you want call access to be team-based)
- You can group users into teams (regional, function-based, etc.).
- Managers can then be set to see only their team’s activity.
Pro tip: Don’t skip the team setup if you have more than one sales pod. It keeps things contained and clean.
Step 4: Fine-tune access for sensitive data
By default, Modjo isn’t built for locking down every piece of data. But you can tighten things up:
- Restrict call access: Make sure reps can’t see calls from other teams unless there’s a reason.
- Use private calls: For especially sensitive calls, mark them as private or restrict sharing.
- Limit analytics access: Not everyone needs to see the full dashboard.
What to ignore: Don’t waste time trying to set up super-complex hierarchies. If you feel like you’re fighting the system, you probably are. Stick to what Modjo does well.
Step 5: Review and test before rolling out
This is where most teams mess up—they set everything, then never check it.
- Log in as a regular user (or have someone else do it) and see exactly what they can access.
- Try sharing a call or report; make sure access is limited as you expect.
- Have a manager review their team’s access—sometimes things get missed.
Pro tip: Do this before you go live. Fixing access issues after the fact is a headache.
Step 6: Keep your roles and access up to date
RBAC isn’t set-and-forget. People leave, teams change, and before you know it, your access map is a mess.
- Schedule a quarterly review of user roles. Seriously. Put it on your calendar.
- Remove ex-employees right away (don’t wait for your next audit).
- If you add a new tool or workflow, double-check if you need to adjust roles in Modjo.
What gets ignored: Most teams forget to clean up after people leave. That’s a security risk—and it’s usually how data leaks happen.
Common pitfalls (and how to avoid them)
1. Too many admins: If everyone’s an admin, no one’s really accountable. Stick to the minimum.
2. Overcomplicating teams: Keep teams logical. If you split hairs, you’ll just confuse everyone.
3. Not testing with real users: Theoretical setups break under real-world use. Always test.
4. Ignoring documentation: Modjo’s help docs aren’t perfect, but they’re worth a skim, especially after updates.
A quick word on integrations
If you’re connecting Modjo with other tools (like your CRM), check what gets shared. Sometimes data leaks happen not inside Modjo, but through a poorly set up integration. Double-check permissions on both sides.
Wrapping up: Keep it simple, iterate often
You don’t get security by making things complicated. Set up roles to fit your actual team, test with real users, and review every few months. Modjo’s RBAC tools are good enough for most use cases—just don’t expect magic. Start simple, fix what doesn’t work, and your team will be safer (and a lot less confused).
If you’re stuck, ask for help early. Most RBAC disasters come from trying to do it all at once, or from ignoring it entirely. Neither is fun to clean up.
Good luck—and keep it practical.