Assign Roles to Users

In Control Hub, you can learn about different privilege levels and set up a customer administrator. Customer administrators can be full administrators, support administrators, user and device administrators, device administrators, read-only administrators, or compliance officers. With full administrator privileges, you can assign one or more roles to any user in your organization.

You’ll always want to have more than one administrator for an organization. It’s a best practice and will always allow you to make administrative changes if one of the administrators isn't available.

Users within your organization can be assigned specific administrative roles to determine what they can see and have access to in Control Hub. When you assign specific administrative roles, you streamline responsibilities and make it easier to hold administrators accountable. Compliance officers can look for specific people in your company, find content they've shared, or search through a specific space and then generate a report of their findings.


1

From the customer view in https://admin.webex.com, go to Users, and choose a user.

2

Under Roles and Security click Administrator Roles or Service Access.

3

Select a role to assign to that user.

To assign a user as a Webex Site administrator, next to Webex Site administrator roles, click Edit and choose a role for each Webex site that you want the user to manage.

4

Select Save.

List All or Specific Administrators in Control Hub

For example, if you want to see a list of compliance officers in your organization, you can use the drop-down list to only show compliance officers.

1

From the customer view in https://admin.webex.com, go to Users, and select the Administrators tab.

2

Click on the administrator roles drop-down list, and select the administrator role you want to view.

Export the List of Administrators as a CSV File

You can export a full or filtered list of administrators in your organization as a CSV file to bulk manage them. The following table shows you the data that the CSV file exports.

Column Name

Description

First Name

The first name of the administrator.

Last Name

The last name of the administrator.

Display Name

The name that shows for the administrator in Webex.

User ID/Email

The unique ID and email address of the administrator.

Admin Role

The administrator roles assigned to the administrator.

1

From the customer view in https://admin.webex.com, go to Users.

2

Select the Administrators or External administrators tab.

3

Click the Export Inline export icon button at the top-right.

The CSV file automatically downloads once it's ready.

 

If you exported a filtered list, wait until the CSV file is ready before changing the filter. Changing the filter causes the CSV file to include the updated filters.

Organization Roles

Each role determines the privilege level you have in Control Hub. If you have full administrator privileges, you can assign one or more roles to any user in your organization.

When your account is first set up, the administrator from the partner organization becomes the full administrator for your organization, and can set up additional administrators. By default, additional users that you add have no administrative privileges.


This table only lists general administrative roles. For more information on service specific administrator roles, such as Webex site administrator and Webex Contact Center administrator, you can read about them in the sections below.

Access

Full Administrator

Read-Only Administrator

Support Administrator

User and Device Administrator

Device Administrator

Compliance Officers

Advanced Troubleshooting Access

Add/Delete Users and Assign Licenses

Read-Only

Assign Roles to Users

Read-Only

Device Management

Read-Only

Company Policy and Templates

Read-Only

Analytics and Reports

Read-Only

Troubleshooting

Read-Only

Licenses and Upgrades

Read-Only

Organization Settings

Read-Only

App Integrations

Read-Only

Webex Site Management

Read-Only

Admin Actions Audit Log

Access to User-generated Content

Legal Hold

Access to Join In Progress Meetings

Access to Live Meetings

Product Email Notifications

Depending on the role you assign to a user, they can have access to:

Advanced Troubleshooting Access Role

This role allows full administrators, read-only administrators, and support administrators to access the Live Meeting page in the Troubleshooting tab, and lets full administrators join meetings that are in progress with just the click of a button. If participants are having issues during meetings, administrators with this role can quickly find those meetings to join and help sort out the issues.

For more information about the Live Meeting page and the Admin Join feature, see Advanced Diagnostics and Troubleshooting in Control Hub.


Full administrators can assign the Advanced Troubleshooting Access role to another full administrator, read-only administrator, or support administrator within their organization. Full administrators can’t assign the Advanced Troubleshooting Access role to themselves. Another full administrator must assign the role to them.

Webex Site Administrator Roles

Webex site administrators only have access to the users and settings for the Webex site that they're assigned to in Control Hub. You can assign a user as an administrator for more than one Webex site. If your organization has a lot of Webex sites to manage, assign users as Webex site, Webex user, or Webex read-only administrators to define ownership and to split up administrative responsibilities for each Webex site.

Webex site administrators and Webex user administrators can only manage Webex Meetings-related settings for users in customer organizations that they're assigned to.


Webex site administrators don't use a Webex Meetings license for the Webex site that they're assigned to, but they won't have any host privileges. If you want a Webex site administrator to have hosting privileges, then you can assign a host license to them.

Access

Webex Site Admin

Webex User Admin

Webex Read-only Admin

User Management

(User Settings)

(User Settings)

Read-Only

Analytics and Reports

Read-Only

Read-Only

Read-Only

Licenses*

Read-Only

Assign Roles*

Read-only

Read-Only

Site Configuration*

Read-Only

Read-Only


* For their assigned Webex sites only.

Webex Contact Center Administrator Roles

Webex Contact Center provides a dedicated Contact Center Service Administrator role that allows users to administer and manage the contact center service and licenses. This role can be assigned to external administrators, and users within the customer organization. For more information about Contact Center administrator roles, see this article.

The following table describes the contact center-specific privileges of all Control Hub administrator roles:

Customer Organization

External Organization

Partner Organization

Any Other Organization

Full Administrator

  • Can administer all features of contact center.

  • Can perform all user management activities for contact center such as:

    • Add or remove users in the customer organization.

    • Assign, edit, or remove contact center licenses from users.

    • Add or revoke the Contact Center Service Administrator role from external administrators.

Can perform all administrative activities similar to full administrators from a customer organization, with the following exception:

  • The administrator cannot add or revoke the Contact Center Service Administrator role from other external administrators.

Contact Center Service Administrator

NA

Can perform all administrative activities similar to full administrators from a customer organization, with the following exception:

  • The administrator cannot add or revoke the Contact Center Service Administrator role from other external administrators.

Provisioning Administrator

NA

  • Can perform all contact center administrative activities that a partner full administrator can perform.

  • Cannot perform any user management activities, and can only view the list of other external administrators in the organization.

NA

Read-only Administrator

Cannot access the Webex Contact Center administrative interfaces (Control Hub and Management Portal).

Can access the Webex Contact Center administrative interfaces (Control Hub and Management Portal) in read-only mode only.

External Administrator Roles

You can add anyone outside of your organization as an external administrator. Administrators from a partner organization are also considered external administrators in your organization. You can also manage external administrator privileges, and define them as external full administrators, external read-only administrators, and provisioning administrators. Provisioning administrators are added when a partner provisions your Webex services orders.

You can remove external administrators from your organization at any time. But as long as an active selling relationship exists between your organization and the partner that you purchased services from, then that partner can regain access to your organization by assigning themselves the role of Provisioning Administrator, which means that the partner will always have access to your organization. The partner can’t assign themselves access as Full Administrator. If you don’t want for the partner you purchased services from to have access to your organization at all, then you must contact the partner.


Anyone outside your organization that has access your organization’s Control Hub is shown in the Users section under the External Administrators tab.

Support staff that access your organization will generally have the role of read-only administrator. Read-only administrator access is automatically revoked after some time. You can grant or deny administrative access to anyone.

Access

External Full Administrator

External Read-Only Administrator

Provisioning Administrator

User Management

Read-Only

X

Device Management

Read-Only

X

Company Policy and Templates

Read-Only

X

Troubleshooting

Read-Only

X

Support Metrics and Notifications

Read-Only

X

Licenses and Upgrades

Read-Only

For the services the partner sold.

Assign Roles

Read-Only

X

Provision Orders

X

For the services the partner sold.

Add and Delete Sites

For the sites belonging to the subscription which the partner sold.

X

For the services the partner sold.

Add External Administrators

X

X

X


External administrators can't add additional external administrators to your organization.

Assign external administrators as full, read-only, or provisioning administrators in order to clearly define what their responsibilities are in your organization. Dividing administrative responsibilities can also ensure greater accountability within your organization.

The Sales Full Administrator and Sales Administrator Role

The sales full administrator and sales administrator roles are only available to partner organizations in Control Hub. Full administrators and other sales full administrators of partner organizations can assign the sales full administrator role or the sales administrator role to other users.

Sales full administrators and sales administrators who provision a Webex service order can either create a new customer organization or provision an order for an existing one. If a sales full administrator or sales administrator creates a new customer organization, they're automatically granted full administrator privileges to the customer organization. If the customer exists, they're granted the provisioning administrator role.


At any time, a full administrator in a customer organization can change or remove an administrator's role from the partner organization. However, if your organization sold services to the customer, then you'll always have access to the customer's Control Hub as a Provisioning Administrator. All administrators within a partner organization will also continue to have administrative access to the customer's Control Hub if at least one of them is left with an administrator's role in the customer organization.

Access

Full Administrator

Sales Full Administrator

Sales Administrator

Provisioning Administrator

Partner Organization Management

Customer Organization Management

(All customers managed by the partner organization.)

(Assigned customers only.)

(Assigned customers only.)

Assign Sales Administrator Roles

Provision Webex Orders for the Partner Organization

Provision Webex Orders for Customers

For the services the partner sold.

Begin and Manage Webex Trials

Assign the Sales Full Administrator or Sales Administrator Role to Users

As a full administrator or sales full administrator, you can assign any user in your organization the role of sales full administrator or sales administrator.


If you have both the full administrator and sales full administrator roles, you can remove the sales full administrator role from yourself and assign it to a different user.

A user can have the role of a sales full administrator or sales administrator along with being a full administrator.

1

From the partner view in https://admin.webex.com, go to Administrators, and click New Administrators.

2

Enter the email of the user that you want to add as a Sales Administrator, and click Validate.

3

Choose to make the user a:

  • Sales Admin if you want to assign specific customers for them to manage.
  • Sales Full Admin if you want them to manage all the customers in your organization.
4

Click OK.

Assign Customers to a Sales Administrator

Sales administrators can only access organizations that you assigned them to manage.

1

From the partner view in https://admin.webex.com, go to Administrators and select an administrator.

2

Under Managing Customer Organizations, enter the customer's organization name or organization ID that you want the sales administrator to manage.

3

Click Add.