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Custom Roles - Permissions List

Austen Brockman
Austen Brockman
  • Updated

This article contains a list of permissions that are configurable when creating a Custom Role for Boostlingo Workspace Admins. They can be used to limit the reach of certain administrators within the platform. 

Note: The permissions listed here are all available when creating an LSC Admin role. Permissions that are available when defining Requestor Admin roles are designated with an asterisk.

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Appointments 

View: 

  • Appointment Tab is viewable
    • Calendar is available
    • Create New Appointment is not available 
    • Appointment details are viewable, including attached documents
    • Search Function & Calendar/Tabular toggle available
  • Dashboard > Overview:
    • Appointments that require action are visible but not editable (except for appointments where admin participates as an interpreter)
    • All earnings and charts are visible
  • Dashboard > Logs > Scheduled is viewable
  • Configuration > Company > Notifications 
    • Appointment notifications are viewable
  • Configuration > Company > Appointments: 
    • Can view appointment approval settings

Manage:

  • Appointments Tab is viewable
    • Calendar is available
    • Create New Appointment is available
    • Able to edit, invite/approve/deny interpreters and modify workflow
    • Search Function & Calendar/Tabular toggle available
  • Dashboard > Overview:
    • Appointments that require action are visible. When opening any, full range of actions allowed
    • All earnings and charts are visible
  • Dashboard > Appointment Log is available
  • Configuration > Company > Notifications 
    • Appointment notifications are editable
  • Configuration > Company > Appointments: 
    • Appointment approval settings are editable

None:

  • Appointments tab is hidden
  • Dashboard > Overview:
    • Appointments that require action are hidden
    • Appointment earnings chart is hidden
    • Completed Appointment chart is hidden
  • Dashboard > Logs > Scheduled is hidden 
  • Members > Interpreter/Account Viewer:
    • Appointments that require action are hidden
    • Appointment earnings are hidden
    • Completed appointment charges are hidden
    • Appointment logs are hidden
  • Insights > Reports:
    • cannot create or view Appointment Reports
  • Configuration > Company > Notifications:
    • Appointment notification settings are hidden
  • Configuration > Company > Zones:
    • Tab is hidden
  • Configuration > Company > Appointments: 
    • Tab is hidden
  • Appointment workflow: 
    • User is not available to add as an interpreter 
  • Admin is unable to view their own Appointment logs

 

Invoices and Rates 

View:

  • Dashboard > Logs: 
    • Call charges are shown for On Demand, Scheduled, and In Person tabs 
  • Appointment workflow: 
    • Rates tab is read only
  • Insights > Invoices: 
    • Account Invoices and Interpreter Invoices are viewable
    • Can edit own invoices under My Invoices
  • Configuration > Billing > Rates: 
    • Can view rate cards for interpreters and accounts
    • Can view schedules
  • Configuration > Billing > Invoice Numbers: 
    • Can view invoice number formatting settings

Manage:

  • Dashboard > Logs: 
    • Call charges are shown for On Demand, Scheduled, and In Person tabs 
  • Appointment workflow: 
    • Rates tab is editable 
  • Insights > Invoices: 
    • Able to edit and send interpreter and account invoices
  • Configuration > Billing > Invoice Numbers: 
    • Can edit invoice number formatting settings
  • Configuration > Billing > Rates: 
    • Can edit rate cards for interpreters and accounts 
    • Can edit schedules 

None:

  • Dashboard > Logs: 
    • Call charges are not shown for On Demand, Scheduled, and In Person tabs 
  • Appointment workflow: 
    • Rates tab is hidden 
  • Insights > Invoices: 
    • Only My Invoices tab is viewable
    • Account Invoices and Interpreter Invoices tabs are hidden
  • Configuration > Billing section is hidden 

 

Company Profile

View:

  • Configuration > Company > General tab is viewable 

Manage:

  • Configuration > Company > General tab is editable 

None:

  • Configuration > Company > General tab is hidden

 

Notifications 

View: 

  • Configuration > Company > Communications tab is viewable 

Manage:

  • Configuration > Company > Communications  tab is editable 

None:

  • Configuration > Company > Communications tab is hidden

 

Accounts

View:

  • Configuration > Accounts tab is viewable
    • Cannot manage rates, quick dials, etc. 
  • Members > Accounts tab is viewable 
    • Cannot invite new accounts
  • Configuration > Billing > Rates
    • Account Rates are viewable
  • Dashboard > Logs: 
    • Requestor name is viewable
  • Appointment workflow: 
    • Requestor name is viewable 
  • Notifications: 
    • Account name is viewable 
  • Insights > Invoices:
    • Account invoices are viewable

Manage:

  • Configuration > Accounts tab is viewable
    • Can manage rates, quick dials, etc. 
  • Members > Accounts tab is viewable 
    • Can invite new accounts
  • Configuration > Billing > Rates
    • Account Rates are editable
  • Dashboard > Logs: 
    • Requestor name is viewable
  • Appointment workflow: 
    • Requestor name is viewable 
  • Notifications: 
    • Account name is viewable 
  • Insights > Invoices:
    • Account invoices are editable

None:

  • Configuration > Accounts tab is hidden
    • Cannot manage rates, quick dials, etc. 
  • Members > Accounts tab is hidden
    • Cannot invite new accounts
  • Configuration > Billing > Rates
    • Account Rates are hidden 
  • Dashboard > Logs: 
    • Requestor name is viewable
  • Appointment workflow: 
    • Requestor name is viewable 
  • Notifications: 
    • Account name is viewable 
  • Insights > Invoices:
    • Account invoices are hidden 

 

Routing

View:

  • Configuration > Company > Routing tab is viewable
  • Members > Account > Routing tab is viewable

Manage:

  • Configuration > Company > Routing tab is editable
  • Members > Account > Routing tab is editable

None:

  • Configuration > Company > Routing tab is hidden
  • Members > Account > Routing tab is hidden
  • Routing options are not accessible 

 

Interpreters

View:

  • Members > Interpreters tab is viewable
    • View Permissions on interpreter’s profile
    • View Call logs on interpreter’s profile
    • View rates on interpreter’s profile
    • View interpreter invoices 
  • Appointment workflow: Cannot add or remove interpreters to appointments

Manage:

  • Members> Interpreters tab is viewable
    • Manage Permissions on interpreter’s profile
    • View Call logs on interpreter’s profile
    • Manage rates on interpreter’s profile
    • Manage interpreter invoices – ability to edit, send, and approve/deny 
  • Appointment workflow: able to add or remove interpreters to appointments 

None: 

  • not available: option is grayed out

 

Administrators

View:

  • Members>Administrators tab is viewable
    • View Permissions on admin’s profile
    • View Call logs on admin’s profile
    • View rates on admin’s profile
  • Appointment workflow: cannot add or remove Admin users as interpreters 

Manage:

  • Members>Administrators tab is viewable
    • Manage permissions on Admin’s profile
    • View Call logs on Admin’s profile
    • Edit rates on admin’s profile
    • Add or Remove admin user 
  • Appointment workflow: add or remove Admin users as interpreters

None: 

  • Members>Administrators tab is hidden 
  • Appointment workflow: cannot add or remove Admin users as interpreters 

 

Quick Dial

View:

  • Configuration > Company > Quick Dial tab is viewable
  • Members > Account Page > Quick Dial tab is viewable
  • Quick Dial tab is viewable on user’s profiles

Manage:

  • Configuration > Company > Quick Dial tab is configurable
  • Members > Account Page > Quick Dial tab is  configurable
  • Quick Dial tab is configurable on user’s profiles

None: 

  • Configuration > Company > Quick Dial tab is hidden
  • Members > Account Page > Quick Dial tab is hidden 
  • Quick Dial tab is hidden on user’s profiles

 

Reports

View:

  • Insights > Reports tab is viewable

Manage:

  •  Insights > Reports tab is viewable
  • Create Reports 
  • Edit existing reports

None: 

  • Insights > Reports tab is hidden

 

Branding

Note: not all accounts have Branding enabled. If you are curious about this feature, please reach out to your Account Manager. 

View: 

  • Configuration > Company > Branding tab is viewable

Manage: 

  • Configuration > Company > Branding tab is editable
    • Toggle branding on/off
    • Create/change custom URL
    • Change URL privacy policy
    • Change URL terms and conditions 
    • Change Color Scheme
    • Upload branding images 

None: 

  • Configuration > Company > Branding tab is hidden

 

Permissions

View:

  • Members > Interpreter > Permissions is viewable
  • Members > Administrator > Permissions is viewable

Manage:

  • Members > Interpreter > Permissions is editable
  • Members > Administrator > Permissions is editable

None:

  • Members > Interpreter > Permissions is hidden
  • Members > Administrator > Permissions is hidden

 

Zones

View:

  • Configuration > Company > Zones tab is viewable

Manage:

  • Configuration > Company > Zones tab is editable

None:

  • Configuration > Company > Zones tab is hidden





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