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Custom Roles - Permissions List

This article contains a list of permissions that are configurable when creating a Custom Role for Boostlingo Workspace Admins. They can be...

Written by Quinn Bott

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

Recordings

View:

  • Not available

Manage:

None:

  • No access to call recordings

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