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:

Open

Click 

 and insert the string to filter:

Open

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

Open

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)