Team & SSO Settings Glossary

Managing your team’s access is essential to keeping things running smoothly. Here’s a guide to help you assign the right permissions so everyone has what they need. 🌟

Account Management Permissions

1. Admin (All Permissions): Full access to all features and settings.
2. Finance and Plan Management: Manage billing, subscriptions, and plan settings.
3. Users & Permissions: Manage other users’ accounts and permissions.
4. Manage Fax Numbers: Add, remove, and manage fax numbers.
5. Show Navigation Menus: Control the visibility of navigation menu items.
   • Dashboard: Access the main dashboard.
   • Inbox: View received faxes.
   • My Assignment: View assigned faxes.
   • Done: View completed faxes.
   • Draft: Access draft faxes.
   • Sent: View sent faxes.
   • All Faxes: Access all faxes.
   • Schedule: Manage scheduled faxes.
   • All Documents: Access all documents.
   • Trash: View and manage deleted items.
   • Folders: Organize faxes and documents into folders.
   • Labels: Categorize faxes and documents.
   • Integrations: Manage integrations with other services.

Inbound Permissions

1. Assign Faxes to Others: Assign incoming faxes to team members.
2. Manage Custom Fields: Create and manage custom fields for faxes.
3. View Faxes: View incoming faxes.
4. Delete Faxes: Delete incoming faxes.
5. Fax to Email: Forward incoming faxes to email.

Outbound Permissions

1. Send Faxes: Send faxes.
2. View Sent Faxes by Others: View faxes sent by other users.
3. Delete Faxes: Delete outgoing faxes.
4. Email to Fax: Send faxes via email.
5. Broadcast Faxing: Send faxes to multiple recipients.
6. Template and Cover Page Management: Manage fax templates and cover sheets.

Document Workflow Permissions

1. Assign Documents to Others: Assign documents for review or action.
2. Add/Edit Documents: Add and edit documents.
3. View Documents: View documents in the system.
4. Share Documents: Share documents with others.
5. eSign with Fill: Use the eSign feature with Fill.
6. Export to EHR: Export documents to an Electronic Health Record system.

Other Features Permissions

1. Automations: Create and manage automated workflows.
2. Direct Messaging: Send and receive direct messages.
3. Manage Notifications: Manage notification settings.
4. Manage Contacts: Add, edit, and manage contacts.
5. Download Faxes and Documents: Download faxes and documents.
6. Sync Folders: Sync folders with other applications.
7. Share Faxes and Documents: Share faxes and documents.
8. Share Folders: Share entire folders.
9. Developer API: Access the developer API for integrations.
10. AI and OCR: Use AI and Optical Character Recognition features.
11. View Reports: View various reports.
    • All Reports: Access all reports.
    • User Activity Reports: Access reports on user activities.
12. Disable App Access (Web/Mobile): Disable access to the app for web and mobile platforms.