Roles are different sets of permissions that can be set up to grant employees access to specific functions within the iLobby Portal. Currently, roles can be customized and new roles can be added by Account Administrators.
There are two system built-in roles:
- The Account Administrator System Role provides users with the broadest permissions, including full access to account settings, billing information, visitors, devices, and users at all locations.
- The Host System Role provides users with access only to their own visitors and events. They won't be able to see events or visitors of other users of the account.
Users with the Account Administrator role can create roles that can offer a combination of different permissions to specific users.
How to Add a New Custom Role
Roles are managed in VisitorOS Settings. To get started, login to VisitorOS https://visitoros.goilobby.com/,then click Settings > Roles to launch the roles editor as shown below.
Click New Role in the top-right hand corner to begin creating a new custom role.
- Give the role a clear and descriptive name
- Enter a description, stating clearly the responsibilities that all users of that role should have.
- From the permissions set, select the permissions that the role should have access to. A brief description of each permission is included next to the checkbox.
Be sure to click when you are done configuring the permission set for your new role!
All done! Now you can assign that role to any users in your Address Book.
4. Click Save.