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 by an Account Administrator. Please email [email protected] from the email address associated with your account.

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

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 (BAA) for the account
• can add, edit, or delete Account Services
• can view all report types for all users: 
  • Session Usage
  • Geolocation
  • Queues (if Virtual Clinic is enabled)
  • Logins
  • Options
  • Masked Call Usage (if enabled) 
  • Auditing
• can manage Recording Settings for the account (if HIPAA-compliant Cloud Recording is 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 (if HIPAA-compliant Cloud Recording is enabled, and recordings permissions allow it)
• 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 they have been granted access to (if no restrictions on the account, schedulers have access to all hosts)
• 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
• can view, sign, and download e-documents for any host user they have been given access to (if no restrictions on the account, schedulers have access to all hosts)

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 (if HIPAA-compliant Cloud Recording is enabled)
• can view, download, sign, or 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 HIPAA-compliant Cloud Recording is enabled)
• can manage all recordings on the organization account (if HIPAA-compliant Cloud 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, login history, and queues report 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

This article was last reviewed by our Support team on April 21, 2021.