We suggest you follow the following configuration steps:

• check the default Roles provided by Vidaoo and, if they don't meet your needs, create new custom Roles
• create the Vidaoo Users and define, for each of them, the Role corresponding to the functions they have in the organization

Roles

In this section you will find all the existing Roles, both the predefined ones and those created by you, for your Account:

Each Role is a set of permissions that will be applied to Vidaoo Users who are part of it (remember that it is mandatory to choose a role when adding a user to the system).

Here you can create new Roles, view and change custom Roles, and so on.

You can use the command bar on the up right side in order to:

• Create: create a new role 
• Edit: edit and eventually update the role selected from the list (this action is not allowed on default roles)
• Delete: permanently delete the role selected from the list (this action is not allowed on default roles)
• Refresh: refresh the table rows view
• Filter: hide/show filters
• Export: export the current table rows in a csv file

Default Roles

Before creating new custom Roles, have a look to the already existing Roles you find in Vidaoo (they are tagged with in the column Default).

Default Roles cannot be deleted or modified, but new and flexible roles can be easily created in order to customize the list of permissions that you want to grant to Vidaoo users.

Here you find the list of the Permissions allowed to each existing default Role (you can inspect them by selecting a Role line and then click on  Edit):

Each authorization refers to the context in which it is applied (for example: Join, Meeting, Buttons, Automations, etc.) and to the specific action granted (for example: Create, Close, Remove, Update, etc.) when a User who is part of this Role is operating in it. See the info box Permission List below for additional information.

Custom Roles

Since the default Roles are not editable, you may find it useful to create a few that best suit your organization.

Let's use the command (on the up right side of the Role panel) Create to define a new Role:

• Choose a Name for the role
• Select (among those available in the list) the Permissions to be assigned to the Role (click one by one on all those chosen)

At the end, click on Save and your Role will be created  

Custom Roles will be tagged with  in the Column Default.

Custom Roles can be edited and modified anytime. 

Go to the List of Roles, select the one you want to delete or modify and click on :

Now choose if you want to Update (e.g. change the permissions of the role) or Delete it:

Users

In this section you will find all the Vidaoo Users already created for your account or you can create new ones:

You can use the command bar on the up right side in order to:

• Create: create a new user
• Edit: edit and eventually update the user selected from the list
• Delete: permanently delete the user selected from the list
• Refresh: refresh the table rows
• Filter: hide/show filters
• Export: export the current table rows in a csv file
• Reset Password: set a new password for the selected User
• Key: You can create a key to use in your integration as X-APIKEY

Create a User

Click and enter the User details:

• Username
• Email
• Password
• Roles (even more than one, selected from the list of the existing custom and default Roles):

At the end enable the User switching the red toggle  and the User becomes active  and Save.

Anytime you want to temporarily disable a User you can switch this selector off.

Edit a User

Select the user and then click on :

Now click on Update and you will be able to modify the User Role:

At the end the changes.

You can also Delete a user here or use the specific icon  in the User list.

Generate API Token

Vidaoo Administrators (with Token Access Permission enabled) can generate API Tokens for each User.

API tokens can be used to as part of APIKEY authentication for integrations.

You can view, add, delete and manage API tokens for each user in the users list. Select a user and click Image Modified on the command bar and then Create Image Modified:

Image Modified

Insert the name (Label) of the Token and click Generate:

Now it is very important you copy the Token ID (this is the only time you can do it!) and paste it carefully somewhere:

Now your token is ready to be used for integration purposes.

Tickets

The Tickets environment allows you to create and monitor your trouble tickets on Vidaoo:

Image Removed

On the right top side of the window you find the available commands:

Image Removed

Click on:

• • Image Removed create a new ticket 
  • Image Removed to refresh the list
  • Image Removed to export the list contents in a csv file.

When you Create a new ticket, you will be prompted to enter the reported problems in a form (the more accurate is the description, the better!):

Image Removed

At the end Save it and now you'll see your ticket is added in the tickets list:

Image Removed

and you will receive an email from the Vidaoo TT system that will inform you about this:

Image Removed

and from now on, any changes will take place in the status of your ticket, you will receive an email.

The initial Status is To Do, but as soon as the ticket is processed the Status changes (remember to Image RemovedRefresh the list view):

Image Removed 

The Ticket Status progression is:

• • To Do
  • Pending
  • In Progress
  • Done (final)

Click on the funnel icon on the Status filter in order to display only a subset of tickets:

Image Removed

Logs

This section displays the list of the Response Logs associated to the Automation Actions:

Image Removed

On the whole list you can operate clicking the buttons:

• • Image Removed to refresh the list
  • Image Removed to show/hide the filters that can be applied on the list (see info box* below)
  • Image Removed to export the list contents in a csv file.

*When the search fields are enabled, you can click on the bucket icon Image Removed near each column search field to narrow the selection to one or a list of logs:

Image Removed

In order to inspect the Request and the Response Log details, click on it.

Here you find the Request/Response corresponding information, shown in two columns:

• • Log Request Id/Log Response Parent Id
  • Partent Service Id
  • Service name (<version>.<service>.<method>)
  • Message Summary/Message Summary Response Log
  • Data output message log (data or string)
  • Level of severity
  • Created At Date

Click Previous or Next to go back and forth in the logs list.

Image Removed

.