Introduction
Permissions grant access to specific functions within the VisitorOS Portal. Permissions are attached to User Roles, which are managed in VisitorOS. You can configure VisitorOS Permissions by clicking then selecting Roles, or navigating directly to https://visitoros.goilobby.com/settings/roles.
By default, the Account Administrator role has the broadest permission set, including access to all account settings. It is considered a System Role and is included in all iLobby VisitorOS accounts. Account Administrators are the only group that can create new roles and define which permissions are given to users with those roles.
To find out more about other roles in iLobby, please refer to the article Setting Up Roles
Configuring Permissions
Below are all of the available permissions that can be assigned to a role, as well as a brief description of each. Permissions are grouped into categories of similar functionality.
General Permissions
- Visitor Sign-In and Sign-Out - allows users to sign-in and sign-out visitors using Portal.
Manage Permissions
- AddressBook - allows users to manage the company's Address Book
- Documents - allows users to create and modify documents used during the sign-in process.
- Devices - allows the user to configure the settings for iPads, Printers and other hardware devices.
- Watchlists - allows user to configure watchlists, change rules and edit watchlist members.
- Watchlists (all) - extends the watchlists permission across all sites.
- Events (Managed / My Events) - allows the user to create and manage events as the host.
- Events (all) - extends the events permission across all events, even when the user is not the event host.
- Global Messaging - allows user to send a message to all contacts in the Address Book.
Settings Permissions
- Sites - allows the user access to make changes on the Site Settings menu.
- Users - allows the user access to make changes on the Users Settings menu, including creating new users.
- Roles - allows the user access to make changes to roles. Users cannot adjust the permission level of their own role.
- DeliveryOS Mobile App - allows user to scan parcels and pickup parcels in the mobile app for DeliveryOS.
- Access Workforce - grants user access to the WorkforceOS module, if subscription to WorkforceOS is enabled.
Reporting Permissions
- Visitor Log - allows visitors to view logs of historical visitor records.
- Dashboard Graphs - enables graphs on the VisitorOS Dashboard based on historical visitor data.
- Data Export - enables user to export visitor data in bulk.
Internal Permissions
- Message Templates - allows user to edit the default message templates used in email and SMS notifications.
- Visitor Approval - enables the ability to approve or reject pending sign-ins from the Portal.