IAM (Roles and Users) section

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Last updated: May 16, 2024 by Product Knowledge
6 min read

IAM

 

 


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

 

Filter View

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

Click  and insert the string to filter:

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):

 

 

 

 

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.

Permisions List

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

User Interface Permissions

(the function name is preceded by the $ sign)

name

allows to

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               

 

General Permissions 

name

allows to

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



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



Filter View

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

Click  and insert the string to filter:

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):

 

 



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.