License Requirement & Permission Management
Written by B3Networks Academy
Updated at July 24th, 2024
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Table of Contents
File Explorer is a file management application that centralizes all call recording files.
Activation Criteria
This feature requires customers to fulfil the following conditions to enable File Explorer services and use them within the organization.
- File Explorer License
- File Explorer enabled in the Portal Settings app → Portal Config tab
After fulfilling the above conditions, all users (Owner, Admin and Members) of the organization can see File Explorer icon on the sidebar.
Permission
The Permission page is for Owner/granted Admins to grant permissions to Members. Possible actions include:
- View (Members that are assigned View access can only browse the File Explorer and download files)
- View and Manage (Members that are assigned View and Manage access can browse, download, delete, restore, and shred files on the File Explorer)
Assign Permissions to a Member
To Assign Permissions to a Member
- Go to File Explorer > Permission > Assign
- Select a Member from the drop down or search a member
- Click Assign Permissions and select either View or Manage
- Click the Assign button
To Edit Permissions for a Member
Owner can grant permission to Admins to access File Explorer.
- Go to File Explorer > Permission
- Search the member in the search bar using their Name or find them in the list
- Click the pencil icon to edit permissions for that member
- Check or uncheck the View and Manage permissions and click Update
File Explorer Access Rule
The following table explains the actions possible depending on the privileges granted to each role.
Note:
Combination between Unified History Call Recording permission and File Explorer permission.
In order to fully access and perform all actions in File Explorer:
- Necessary condition: Permission to Unified History Call Recording
- Sufficient condition: Permission to File Explorer
