Settings

The Settings tab in the Admin Portal serves as a destination for managing all roles within your portal. This allows administrators to create, edit, manage, and export role details as needed. 

Roles Settings

The Roles tab, nested under the Settings tab, provides a streamlined way to create, manage, and modify user roles efficiently. With configurable permissions and user management tools, administrators can ensure that access and responsibilities align with organizational needs. 

To access Roles settings:

1. Navigate to the Admin portal. 
2. Click on Settings from the left-hand toolbar and select Roles.
   
   
   
   
3. In the Roles page, if roles have already been created, they will be displayed here. Otherwise, you can create new roles.
   
   

By default, three roles are pre-configured: 

• Internal: Assigned to all internal users. 
• Client: Assigned to all client users. 
• Guest: Assigned to all guest users. 

Users cannot delete the default roles. 

Administrators can create additional roles based on specific needs. 

To create a new Role:

1. Click on New.
2. Enter the Role Name and Description.
   
   
   
   
3. Select the Role type: either Internal or Client. 
4. Next, configure permissions: 
   • Workspace Permissions: Enable access to required workspaces.
     
     
   • File Permissions: Specify file access levels.
     
     
     
     
   • Meeting Permissions: Enable or restrict features like scheduling, recording, and sharing meetings.
     
     
   • Contacts Management (if Role type selected is internal): Determine whether the internal role can view all client users.
     
     
     
     
5. Click Create Role to finalize the role creation process. 

Managing Roles

Once roles are created, they can also be managed within the Roles page inside the Settings tab in the Admin portal. This is where all roles are displayed along with their details, including Name, Description, Type, and assigned Users. Users can search for specific roles by Role Name or Role Type, making it easy to locate a particular role. By clicking on a role, you can view the users assigned to that role, providing a clear overview of the role's assignments. 

To move a user from one role to another: 

1. Click on the Users count for the specific role. 
2. Choose a user and click on the dropdown arrow. Then select Move Member. Alternatively, click on the '...' ellipsis icon to the right of the role, then select Move Member.
   
   
   
   
3. Choose a member to move to another role, then click Move.
   
   
   
   

To edit a role:

1. Click on the '...' ellipsis icon next to the role name. 
2. Select Edit Role.
3. Modify the Role Name, Description, and Permissions.
   
   
   
   
4. Click Save Changes.

The Role type cannot be edited once created.

To create a copy of an existing role: 

1. Click on the '...' ellipsis icon next to the role name. 
2. Select Duplicate Role.
3. Modify the Role settings if needed, then click Save.

To delete a role: 

1. Click on the '...' ellipsis icon next to the role name. 
2. Select Delete Role. 
3. Confirm the deletion. 

Export Role Data

Administrators can click on Export to extract role data, including:

• Role Details
• Role Summaries
• Role Members
• Role Permissions
  
  

This data can be used for external reporting and analysis.