Set Role-Based Permissions for Webex Calling Reports in Expo XT

Expo XT for Webex Calling leverages Microsoft Power BI to allow users to assign four distinct roles within the software. Power BI workspaces enable user to create and manage content withiun collaborative environments.

chart for Power BI showing role based permissions matrix

Workspace Roles for Webex Calling Reports

Viewer Role

Viewers are granted read-only access to reports so while they can see and interact with Expo XT information, they are not able to make any changes.

Contributor Role

Contributor's can view and interact with content as well as publish reports, edit dashboards, manage data refresh schedules, and adjust gateway settings.

Member Role

Member's are able to share, publish, change, and interact with reports, as well as create and modify dashboards.They are able to assign and manage other Contributors and Viewers, as well.

Admin Role

The Admin role holds the highest level of access within a Power BI workspace. Users in this role inherit all the capabilities of the other roles and can also manage user access comprehensively, including the addition and removal of any role, even other Admins.

With Expo XT, you can manage role-based permissions to ensure the security and governance of your data, while enabling your team access to the reports and insights they need.

How to Set Permissions in Expo XT for Webex Calling


  • Administrator access to Expo XT

Step 1: Navigate to Expo XT for Webex Calling Workspace

  • Locate and select the specific workspace “Expo XT Webex Calling App” where you wish to manage user access.
expo xt screenshot showing Manage Access options for Webex Calling

Step 2: Access Management

  • Within the workspace, look for the option labeled Manage Access. This is found in the settings or by clicking on a gear icon.
Webex Calling access management screen

Step 3: Add Users

  • Click on Add people or groups to initiate adding new users.
  • In the provided field, type the name or email of the individual or group you wish to add.
  • Choose the appropriate role from the available options: Viewer, Contributor, Member, or Admin.
  • Confirm your selection by clicking Add.
expo xt screenshot showing role selection for teams
Webex Calling role selection of viewer

After these steps, the selected users or groups will have the role you assigned, allowing them access to the workspace. Remember that you can host multiple reports within a single workspace or manage several workspaces, each with unique permissions set.

By following this process, you can efficiently manage user roles and ensure that the right individuals have the access they need to collaborate and perform their functions effectively. If any assistance is needed do not hesitate to contact our support team that would be happy to help you.