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Table of Contents


The Identity Access Management menu allows you to set up the process for identifying, authenticating and authorizing resources in your organization to have access to Vidaoo features.

Since some members of your organization may have limited access to specific functions, in this section you can create group profiles (roles) and users that belong to them.

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We suggest you follow the following configuration steps:

  • check the default

Roles provided
  • Roles provided by

Vidaoo and
  • Vidaoo and, if they don't meet your needs, create

new custom
  • new custom Roles

  • create the

Vidaoo Users and
  • 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:

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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:

  • Image ModifiedCreate: create a new role 

  • Image ModifiedEdit: edit and eventually update the role selected from the list (this action is not allowed on default roles)

  • Image ModifiedDelete: permanently delete the role selected from the list (this action is not allowed on default roles)

  • Image ModifiedRefresh: refresh the table rows view

  • Image ModifiedFilter: hide/show filters

  • Image ModifiedExport: export the current table rows in a csv file

Info

title

Filter View

Use the fields at the top of the columns to filter the list of items showing only those that meet certain conditions:

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Click Image Modified and insert the string to filter:

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When a filter is applied the funnel icon is displayed near the column name: 

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Remember to delete the filter when you don't need it anymore.

Default Roles

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

Default Roles cannot be deleted or modified,

but new

but new and flexible roles can be easily

created in

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 Image Modified Edit):

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column
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Developer

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Account

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Agent

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Kiosk

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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

s use the command (on the up right side of

the Role paneldefine

the Role panelImage ModifiedCreate

 to 

 to define a new Role:

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  • Choose

a 
  • Name

 for
  •  for the role

  • Select (among those available in the list)

the 
  • the Permissions

 to
  •  to be assigned to the Role (click one by one on all those chosen)

At the end, click

on 

on Save

 and

 and your Role will be created (thumbs up) 

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Custom Roles will be tagged with Image Modified in the Column Default.

Info
titlePermissions List

Permisions List

The permissions listed that you can choose belong to two groups:

Section Columnwidth50%

User Interface Permissions

(the function name is preceded by the $ sign)

name

allows to

$join.fullscreen

enable full screen mode

$join.startrecording

start recording a video conversation 

$join.screensharing

share the screen during video conversation 

$join.extrabuttons

show custom buttons

$join.close

close a video session

$join.capturepicture

capture a screen image during video conversation               

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General Permissions 

name

allows to

automations.create

create new automations

automations.list

list automation

automations.get

retrieve automation

automations.update

update automation

automations.remove

remove automation

buttons.create

create new/custom buttons

buttons.get

retrieve a button

buttons.list

list buttons

buttons.remove

remove buttons

buttons.update

modify buttons

devices.create

create devices

devices.get

retrieve a device

devices.list

list devices

devices.remove

remove devices

devices.update

modify devices

logs.get

retrieve log

logs.list

list log

recordings.create

create recordings

recordings.get

retrieve a recording

recordings.list

list recordings

recordings.remove

remove recordings

recordings.update

modify recordings

roles.create

create roles

roles.get

retrieve a role

roles.list

list roles

roles.remove

remove roles

roles.update

modify roles

sessions.create

create sessions

sessions.get

retrieve a session

sessions.list

list sessions

sessions.remove

remove sessions

sessions.update

modify sessions

meetings.create

create meetings

meetings.list

list meetings

meetings.get

retrieve meetings

meetings.update

update meetings

meetings.remove

remove meetings

meetings.close

close meetings

tickets.create

create tickets

tickets.get

retrieve a ticket

tickets.list

list tickets

tickets.remove

remove tickets

tickets.update

modify tickets

tokens.create

create tokens

tokens.get

retrieve a token

tokens.list

list tokens

tokens.remove

remove tokens

tokens.update

modify tokens

users.create

create users

users.get

retrieve a user

users.list

list users

users.remove

remove users

users.update

modify users

backgrounds.get 

create backgrounds

backgrounds.remove 

remove backgrounds

backgrounds.upload

upload images as backgrounds

monitoring

show the monitoring section

Note: the names in italics are present for compatibility with previous versions


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 Image Modified:

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

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Users

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

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

  • Image ModifiedCreate: create a new user

  • Image ModifiedEdit: edit and eventually update the user selected from the list

  • Image ModifiedDelete: permanently delete the user selected from the list

  • Image ModifiedRefresh: refresh the table rows

  • Image ModifiedFilter: hide/show filters

  • Image ModifiedExport: export the current table rows in a csv file

  • Image ModifiedReset Password: set a new password for the selected User

  • Image ModifiedKey: You can create a key to use in your integration as X-APIKEY


Info

Here you find a new filter in order to select the list of the values with the status equal to/not equal to Enabled:

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Info
title

Filter View

Use the fields at the top of the columns to filter the list of items showing only those that meet certain conditions:

Image Modified

Click Image Modified and insert the string to filter:

Image Modified

When a filter is applied the funnel icon is displayed near the column name: 

Image Modified

Remember to delete the filter when you don't need it anymore.


Create a User

Click Image Modifiedand enter the User details:

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  • Username

  • Email

  • Password

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

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At the end enable the User switching the red toggle Image Modified and the User becomes active Image Modified 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 Image Modified:

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

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At the end Image Modified the changes.

You can also Delete a user here or use the specific icon Image Modified 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:

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

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

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