User Management
This User management guide will walk you through the steps what roles and permissions are and how to setup roles and permissions in the VideoEngager application for all VideoEngager users.
Terminology
Permissions: allow users to access certain features on VideoEngager, depending on their roles and the decisions made by the system administration.
Roles: groups of permissions. Some roles allow users to simply access or read content, and make calls, while other roles allow for progressive changes, such as editing agents or adjusting settings.
Roles
There are two roles available: Agent and Manager, comparison between roles can be found in the table below(Visitors are external users of the product):
Permissions |
Agent |
Manager (for supervisors) |
Visitor |
Read Settings for the entire organization |
✅ |
✅ |
|
Read other agents' details in the organization |
✅ |
✅ |
|
Video calls |
✅ |
✅ |
✅ |
Chat |
✅ |
✅ |
✅ |
Audio Calls |
✅ |
✅ |
✅ |
Edit Settings for the entire organization |
✅ |
||
Edit roles for other agents |
✅ |
Accessing the User Management Page
To Access User Management, Open the VideoEngager application and select the user icon on the lefthand side of the screen as shown below
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