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.
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
| Info |
|---|
Filter ViewUse the fields at the top of the columns to filter the list of items showing only those that meet certain conditions: |
 Click |
 When a filter is applied the funnel icon is displayed near the column name: |
 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 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):
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Developer
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Account
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| Column | ||
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Agent
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| Column | ||
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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 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.
| title | Permissions List |
|---|
Permisions List
The permissions listed that you can choose belong to two groups:
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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 |
| width | 50% |
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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 :
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
| 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: |
 |
| Info |
|---|
Filter ViewUse the fields at the top of the columns to filter the list of items showing only those that meet certain conditions: |
Click |
When a filter is applied the funnel icon is displayed near the column name: |
Remember to delete the filter when you don't need it anymore. |
Create a User
Click and enter the User details:
Enable or disable the User. Anytime you want to temporarily disable a User you can switch this selector off.
Enable or disable the use of the Interface.
Dashboard user enabled: the user can access the GUI.
Dashboard user disabled: the user can’t access the GUI (no password request). The user is just associated to an APIKEY (token) to call the server in case of app integrations.
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 on the command bar and then Create :
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.