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.
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
Prerequisites:
- 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.
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.
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.
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.
