Account Administrators can create, edit, and delete users. 

This support article explains the different roles that an Account Administrator can give to new users.

Note: The role "Videoconference Clinical Supervisor" is only available by request. Please contact our Support Team by calling (888) 540-2829, or emailing [email protected] 

Roles can be combined in any combination, but all account holders are required to have at least the "Videoconference Session Participant" role. Only the Account Administrator and Videoconference Session Host roles require an additional user license. 

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• How do I manage account users?

Standard roles:

• Account Administrator
• Videoconference Session Host
• Videoconference Session Participant
• Videoconference Session Scheduler For Other Hosts
• Clinical Supervisor
• Account Billing Manager

Premium feature: Secure Webinars

• Secure Webinar Host

Premium feature: Cloud Recorder

• Cloud Recording Technician
• Cloud Recording User

Account Administrator

Role requires a user license. Account Administrators 

• can create, edit, or delete other Users
• can enable or disable Listings for the account
• can enable or disable Session Notes for the account
• can access the Business Associate Agreement for the account
• can add/edit/delete Account Services
• can manage Recording Settings for the account (if enabled)
• can view API keys (if enabled)
• have all permissions of all other roles for the organization account

Videoconference Session Host

Role requires a user license. Videoconference Session Hosts

• can schedule sessions for themselves
• can view their own calendar
• can manage their own contacts
• can receive session proposals through Virtual Clinic
• can start sessions
• can create, edit, and delete their own Session Notes
• can view, share, and delete their own Session Recordings (unless recordings permissions are set otherwise)
• can view and delete E-Documents submitted to them
• can create a listing in SecureVideo's public directory (if enabled)
• can receive messages through a SecureVideo listing
• can view own session history 

Videoconference Session Participant

Videoconference Session Participants

• can join sessions ("enter the waiting room") of sessions scheduled by other Users
• can propose sessions through Virtual Clinic (if enabled)
• can manage relevant notification settings
• can view recordings shared with them

Note: ALL account holders are required to have at least this role. 

Videoconference Session Scheduler For Other Hosts

Videoconference Session Schedulers For Other Hosts

• can schedule sessions for any "Videoconference Session Host" user on the organization account
• can view the full calendar (i.e., all planned sessions by any user in the organization account)
• can manage contacts for any "Videoconference Session Host" user on the organization account
• can view session history for any user on the organization account

Clinical Supervisor

If enabled for an account, the Clinical Supervisor

• can view Session Notes for any "Videoconference Session Host" User on the organization account
• can view and delete Recordings for any "Videoconference Session Host" User on the organization account
• can view and delete E-Documents for any "Videoconference Session Host" User on the organization account
• can create and delete E-Document templates to be used by any "Videoconference Session Host" User on the organization account
• can add/edit/delete Custom Links
• can view all recordings made by other users on the organization account (if recording is enabled)
• can manage all recordings on the organization account (if recording is enabled), such as deletion date, sharing, and recording titles
  • View How does recording work? support article for more information on managing recordings.
• can view session history for any user on the organization account

Account Billing Manager

Account Billing Managers

• can view the account balance and projected invoice
• can view past invoices and payment history and download invoices as PDFs
• can view/export session usage for users on the account
• can edit the credit card used on the organization account
• can receive notifications when the credit card on the account has been charged
• can view the pricing for the organization account
• can view the number of available licenses for the organization account
• can manage the Get Paid Online feature for the organization account

Secure Webinar Host

Role requires a user license, and the premium feature Secure Webinars. A Secure Webinar Host

• can schedule secure webinars for themselves
• can view their own calendar
• can manage their own contacts
• can start secure webinars
• can view, share, and delete Recordings shared with them
• can view and delete E-Documents submitted to them

Cloud Recording Technician

Role requires the premium feature Local Hub. A Cloud Recording Technician

• can manage device keys
• can install and configure Local Hub devices

Cloud Recording User

Role requires the premium feature Local Hub. A Cloud Recording User

• can make a recording
• can view, share, and delete their own Session Recordings (unless recordings permissions are set otherwise)
• can view recordings shared with them

This article was last reviewed by our Support team on June 15, 2018.