Assign organization account roles in Control Hub

Manage roles
Role details

Managing roles in Control Hub

We recommend that you share administrative responsibilities within your organization. Even in small organizations, we recommend having more than one person holding the full administrator role, to ensure availability.

As a full administrator, you can assign various administrative roles to people in your organization, to streamline responsibilities and share accountability for managing the organization.

For example, a compliance officer can access user-generated content as necessary for legal/compliance purposes. This is likely to be a different person than a support administrator, who can access analytics and troubleshooting information.

This article describes how to manage administrative roles and lists the privileges associated with each role.

If you're managing multiple Webex organizations for your customers, see administrator roles in Partner Hub.

Assign roles to users

1	Sign in to Control Hub, go to Management > Users, and choose a user. If you're a partner, open the customer organization where you want to assign roles, then access that organization's Users page.
2	In the Summary tab, go to Administrator roles. If the user has roles assigned to them, they're listed here.
3	Click >, then select roles to assign to the user. For meetings site administrator roles, click Edit next to Webex Site administrator roles. Select roles for each Webex site that you want the user to manage. If you change the Organizational role of a user who has an existing Services role, you could affect their existing services roles. Review the user's services roles if you change their organizational role. The location administrator role is exclusive from other types of admin roles. You can't assign a location administrator role to a user who is already assigned other admin roles. To assign locations to the user, check Location admin and add the locations. If a user is assigned the user and device administrator or the device administrator role, they can't administer Webex Calling.
4	Click Save.

Want to see how it's done? Watch this video demonstration on how to assign organization account roles in Control Hub.

Find specific administrators in Control Hub

If you want to see who has a particular role or roles:

1	Sign in to Control Hub, go to Management > Users, and choose a user.
2	Click Filter and select the checkbox next to the roles you want to find.

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 / Last name	The names (First<space>Last) of the exported administrators.
User ID/Email	The unique IDs (email addresses) of the exported users.
Admin Role	Comma-separated lists of administrative roles held by the exported users.

1	Sign in to Control Hub, go to Management > Users.
2	Click Filter and select the checkbox next to the roles you want to find.
3	Click at the top right to export the list. The CSV file automatically downloads once it's ready. If you're exporting a filtered list, wait until the CSV file is downloaded before you change the filter. Otherwise, you get the updated filtered list in the current CSV file download.

Role types

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.

Users that you add to your organization have no administrative privileges at first. Here's a list of the responsibilities you can assign:

User management—The user can add and delete users, assign administrative roles to users, manage user status, and manage licenses for users.
Device management—The user can register or deregister new devices and phone numbers, generate activation codes, and manage workspaces.
Company policy and templates—The user can manage the Webex app content retention policy and configure security settings such as blocking file uploads and blocking external communications.
Analytics and reports—The user can only access the Analytics tab to view Webex services usage data.
Troubleshooting—The user can only access the Troubleshooting tab to view recent Webex meetings details.
Webex site management—The user can add, modify, and delete Webex sites if the partner enabled Webex site management for customers.
Admin actions audit log—The user can view and export administrator activity logs.
Access to user-generated content—The user can access the Events API and eDiscovery reports to see user-generated content in Webex App.
Legal hold—The user can override Webex App's content retention policy to support legal cases.
View organization support cases—The user can access the Cisco Support Case Manager to see the status of the organization's support cases.

The Webex Calling CDR API Access role allows the user to have access to the REST API that collects data for Webex Calling Detailed Call History reports. See the Webex Calling Detailed Call History API documentation for details.

Organization roles

This table only lists organization-wide 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	✔
Organization-based licenses	✔	Read-only
Group-based licenses	✔	Read-only
Add or remove users from groups	✔	Read-only		✔
Individual licenses	✔	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	✔
View organization support cases	✔	✔	✔	✔	✔		✔

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.

What users with the Advanced Troubleshooting Access role can see, so they can help meeting participants with issues during meetings.

Webex Site Administrator roles

You can only assign Webex site administrator roles to users in Control Hub-managed meeting sites. These roles can't be assigned in Control Hub to manage Site Administration-managed meeting sites.

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. Users that are assigned with the site administrator role must sign in to Control Hub once after being assigned the role before they can get admin access to the meeting sites.

Full administrators have Webex site administrator and Meeting content administrator privileges, by default. These roles cannot be modified or revoked.

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 to which they're assigned.

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, assign a host license to them.

Meeting Content Administrator role

If you want to allow Webex site administrators to also access, retrieve, and manage meeting artifacts, such as recordings and transcriptions, through APIs or a web interface, you can toggle a switch to assign them as a Meeting Content admin. This role allows you to assign users with granular access to specific Webex sites instead of allowing them access to all sites.

To assign the Meeting Content admin role to a user:

Sign in to Control Hub, go to Users, and choose a user.
In the user's Profile tab, find Administrator roles.
In the Services section, click Edit next to Webex site administrator roles.
Toggle the Assign Meeting content admin for all eligible sites on.
The user must be assigned one of the Webex site administrator roles for a site in order to have access to the Meeting Content admin role.
Click Done.
Click Save.

Access	Webex Site Admin	Webex User Admin	Webex Read-only Admin	Meeting Content Admin
User Management	✔ (User Settings. Can't add or delete users to Control Hub org.)	✔ (User Settings. Can't add or delete users to Control Hub org.)	Read-only	✔ (User Settings. Can't add or delete users to Control Hub org.)
Analytics and Reports	Read-only	Read-only	Read-only	Read-only
Licenses*	✔	✔	Read-only	✔
Assign Roles*	✔	Read-only	Read-only	✔
Site Configuration*	✔	Read-only	Read-only	✔
Recordings and transcripts*				✔

* For their assigned Webex sites only.

Webex Contact Center Administrator Role

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
	Customer 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.

Webex Events administrator

The Webex Events administrator role has access to Webex Events (formerly Socio) and can grant access to others.

When the user with this role signs in to Control Hub, they can:

See the Services > Events page.
On that page, click the Launch Webex Events portal button to open Socio.

(Administrators who do not have this specific role see an inactive button)

Webex location administrator

You can distribute administration across the organization by delegating administration of certain services in locations. This enables you to efficiently handle location-level management without impacting the entire organization.

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Assign organization account roles in Control Hub

Managing roles in Control Hub

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