User groups

A user group is how an account grants access. Each group carries one or more policies, and everyone in the group can do what those policies allow. Putting a user or an API client in a group is what lets them into the account at all; taking them out is what shuts the door.

Live Hub supplies seven groups, and those are the only groups available. You cannot add a group, and you cannot edit or delete the ones supplied: Create user group and Remove are present but grayed out. What you can change is who is in each group, and which policies it carries.

A user who needs the access of more than one group is placed in each of them.

The predefined groups

Each group carries a fixed set of policies:

Group Policies Grants
Administrator Configuration Administrator, Call Data Manager, and Call Control Full read-write across the account
Monitor Configuration Viewer Read-only across the account
Call Data Manager Call Data Manager Calls, recordings, and transcripts
Call Control Call Control Place calls through the API
Account Manager Account Manager Manage users, API clients, and group membership
Billing Administrator Billing Administrator Read-write in Billing, including adding credit
Billing Viewer Billing Viewer Read-only in Billing

For the roles each policy grants, see Predefined policies.

Whoever signs up for an account is placed in Administrator, Billing Administrator, and Account Manager automatically.

Add a user to a group

Adding a user to a group in an account they are not yet in is the same thing as inviting them: Live Hub emails them a link.

To add a user to a group:

  1. Open Access control (IAM), and select User groups.

    The user groups list

  2. Click Edit on the group.

  3. On the Users tab, click Add user.

    The users of a group

  4. Enter the user's email address, and then click Add user.

    Adding a user

Live Hub sends an invitation, and the user joins the account by following the link in it.

The invitation email

Add an API client to a group

Create the API client before you add it to a group. See Add an API client.

To add an API client to a group:

  1. Open Access control (IAM), and select User groups.

  2. Click Edit on the group.

  3. On the API Clients tab, click Add API Client.

    The API clients of a group

  4. From the drop-down list, select the API clients, and then click Add API Client.

    Adding an API client

Remove a user or API client from a group

Removing a user or an API client from a group withdraws the rights that group carries.

To remove a user or API client:

  1. Open Access control (IAM), and select User groups.

  2. Click Edit on the group.

    Removing a user from a group

  3. Select the Users or API Clients tab.

  4. Click Remove on the row, and then confirm with Remove.

The change is not immediate for anyone who is mid-session: a signed-in user keeps their old rights until they sign in again, and an API client keeps its rights until its token expires.

Policies and external IDP roles

Clicking Edit on a group also shows two further settings: