Overview
InfinityOne uses the permissions and roles matrix to manage access control.
There are a set of default roles and permissions already pre-configured.
You can create new roles or change permissions to the various roles under Administration – Permissions 
Default Roles and Permissions
| Role | Permissions |
|---|---|
| Administrator | All permissions except for [add-user-to-any-p-room] [inbound-voip-calls] [salesforce-login] [view-d-room] |
| Moderator | [add-user-to-joined-room] [ban-user] [delete-message] [edit-message] [edit-qr] [edit-room] [mention-here] [mute-user] [pin-message] [post-readonly] [remove-user] |
| Owner | [add-user-to-joined-room] [archive-room] [ban-user] [delete-c] [delete-qr] [edit-message] [edit-qr] [edit-room] [mention-here] [mute-user] [pin-message] [post-readonly] [remove-user] [set-moderator] [set-owner] [set-readonly] |
| User | [create-c] [create-d] [create-p] [create-page] [edit-message] [edit-page] [mention-here] [preview-c-room] [view-c-room] [view-history] [view-p-page] [view-page] [view-users] |
| Bot | [create-c] [create-d] [create-p] [create-page] [manage-own-integrations] [view-c-room] [view-p-page] [view-page] [view-users] |
| Guest | None |
| Wiki Moderator | [kick-page-user] [mute-page-user] [remove-page] [set-page-moderator] |
| Wiki Owner | [kick-page-user] [mute-page-user] [remove-page] [set-page-moderator] [set-page-owner] |
| UCX User | [ucx-use-extension] |
| Wallboard | [view-queue] |
| QR User | [create-qr] [view-qr] |
| QR | [view-qr] |
| Sales Force | [salesforce=login] |
| Omnichannel Agent | [change-livechat-room-visitor] [close-omnichannel-room] [edit-livechat-room-custom-fields] [edit-omnichannel-contact] [inbound-voip-calls] [on-hold-livechat-room] [view-l-room] |
| Omnichannel Manager | [manage-voip-call-settings] [manage-voip-contact-center-settings] [view-l-room] All livechat permissions. All omnichannel permissions except for administration. |
| Omnichannel Monitor | [add-livechat-agents-to-departments] [manage-livechat-departments] [view-livechat-rooms] [view-omnichannel-agent] [view-omnichannel-contact-center] [view-omnichannel-current-chats] |
Add a new Role
To add a new role:
- Navigate to Administration – Permissions page.
- Click to + Role button at the top right.
- Enter a name for the role and click the Save button.
- A new column will be added to the matrix with the role name shown at the top.
Now you can add users to the role and change permissions for the role as per the following sections.
Add a user to a Role
Note that users will automatically assume new roles as they create and delete channels (eg. once an account with user permissions creates a new room, they will have owner permissions for that room). There may be times when you want to manually change a users’ role, or add additional roles to that user. For example, if you have a user who initially is created with guest permissions (the default) and you want to upgrade them to regular user role so that they have more capabilities (such as creating rooms). This is also useful for transitioning ownership of a room from en exiting employee to a new owner, or for adding a Moderator to a room. To change permission for a user:
- Navigate to Administration – Permissions page.
- Click the role name at the top of any of the role columns. (e.g. admin, moderator, etc.)
- A new panel will be presented, click on Users in role button.
- Start typing the name in the search box, select the desired user and click the Add user button.
- For certain roles, you may be prompted to select the room as well.
Changing Permissions for a Role
To change permissions for a role, simply select/deselect the permissions in the column for that role in the matrix.
The setting is automatically saved when the checkbox is selected or deselected and you will be notified with a “Permission updated successfully” banner that will appear momentarily.
