HELP FILE

What is the difference between a role and a permission?

    A description of system defined user roles, custom roles you can create for your account, and a list of the available permissions that are associated with roles.

    Roles

    These are labels that you assign to a user to give them a pre-determined group of permissions. Here are the system defined roles:
    • Super Admin: User has all system permissions.
    • Admin: User has all system permissions except the ability to assign or manage other admins and manage billing information.
    • Member: User does not have any system permissions and cannot access the admin console. They are an end user only.

    If you need a role with different permissions than the system defined roles listed above, you will need to create a custom role.

    Fastpath: You can create custom roles as needed by selecting + Create role and enabling the desired permissions. Select Create role when completed.

    Permissions

    Here are the system permissions currently available:
    • Manage licenses: Allows user to assign and revoke product licenses.
    • Manage users: Allows user to add, delete, and edit user details.
      • Manage user product settings: A subset of the Manage Users permission that allows the user to make changes to product settings for other users.
    • Manage user groups: Allows user to add, delete, and edit user groups.
    • Manage device groups: Allows user to add, delete, and edit device groups.
    • Manage settings templates: Allows user to add, delete, and edit the settings templates.
    • Access user history, usage, and data: Allows user to view and export user history, usage and data.
      • Access call recordings: A subset of the Access user history, usage, and data permission that allows the user to access call recordings.
    • Access invoices: Allows user to access the billing portal to view invoices.
      • Pay invoices: A subset of the Access invoices permission that allows the user to pay invoices through the billing portal.