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Roles – Overview and Standard Roles

 



Roles allow Boostlingo Partners to customize access and assign management restrictions for default administrators within the Boostlingo platform. Standard roles, such as an Appointment Watcher or Default Administrator, as well as custom roles, allow administrators to better define responsibility within your organization.

Note: Roles are only applicable to default administrators within an organization. Root administrators cannot be assigned a role.

Why Use Roles?

Roles create clear-cut responsibilities and workflows for each default administrator with your organization. By utilizing roles, LSC administrators can:

  • Mitigate errors and promote accountability
  • Promote Confidence and ensure integrity
  • Maximize operational efficiency while advancing greater security

Essentially, roles make using Boostlingo easier and more efficient!

Overview of Standard Roles

By default, the Boostlingo platform contains two standard roles that can be assigned to administrators within the Role Access menu: the Appointment Watcher role and the Default Administrator role. Details for these two roles can be found below.


Appointment Watcher

Administrators can elect to “watch” certain accounts, or even appointments, within the Boostlingo platform. An administrator who is an Appointment Watcher can choose what notifications are sent out when watching appointments.

When an administrator watches an appointment, they get a more complete set of notifications during the entire lifecycle of the appointment. By default, anyone creating or editing an appointment will be added as a watcher.

 

Default Administrator

Default administrators are administrators that have been invited to join your organization. Once an administrator has been invited, the user will automatically be assigned the Default Administrator role. The privileges for the Default Administrator role can be adjusted within the Role Access menu to limit access / viewability of components within the Boostlingo platform for administrators.

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