Roles and permissions

Roles and permissions define and control what each member of your organization can see and do.

Roles

Roles are used to define user permissions within your organization. Each user is assigned a specific role, dictating their access and actions. The admin role encompasses all permissions, providing comprehensive access.

To create a new role, access the "Add new role" button on the Manage roles page. When adding a role, tailor the permissions to meet specific requirements. For existing roles, editing is accessible by selecting the three dots next to the role and choosing the edit option. It's important to note that modifying permissions will impact all current users assigned to that role.

Permissions

Permissions are like specific rules that determine what a user or role is allowed to do and see.They outline the level of access someone has, making sure they can only undertake actions that align with their role.

List of permission

1. Members:

   1. View members: Allows a user to see the members of the organization.

   2. Manage members: Allows a user to add new members and edit existing members. This allows a user to deactivate or remove users from the organization.

2. Meeting links

   1. Manage all meeting links: Allows a user to create and manage meeting links for the entire organization. They can create new meeting links, and edit existing ones. They can also change the hosts of the meeting links.

   2. Manage own meeting links: Allows a user to create and manage meeting links where they are hosts. They cannot edit other users meeting links.

3. Integrations

   1. Manage stripe standard account: Allows a user to add and manage the stripe standard account. This allows a user to add stripe payment to their meeting links.

   2. Manage video integrations: Allows a user to manage organizational-level video integrations. The organizational-level video integrations are Daily Co and Whereby. These integrations are common across the whole organization. All users ( including those without this permission) are allowed to manage other video integrations.

   3. Manage stripe split account: Allows a user to add and manage the stripe split account.

   4. Manage square integration: Allows a user to add and manage square account. This allows a user to add square payment to their meeting links.

   5. Manage paypal integration: Allows a user to add and manage the paypal account. This allows a user to add paypal payment to their meeting links.

4. Bookings

   1. Manage organization bookings: Allows a user to manage organization level bookings. They can view and edit all the bookings in the organization. They have permission to cancel or reschedule the bookings even when they are not part of it. All users have access to their own bookings.

5. Settings

   1. View roles: Allows a user to view the different roles and the permissions associated it in the organization.

   2. Manage roles: Allows a user to create new roles and edit the existing roles.

   3. Organization level admin settings: Allows a user to manage organization level admin settings. This includes homepage, search engine indexing, custom domains and webhooks.