Managing User Role Accesses in 1Stream

This article will provide a walkthrough on managing user roles in bvoip's 1Stream platform.

Types of Roles

In 1Stream there are two roles available for users, Admin and Basic User. The Admin User Role allows users to be able to access and modify anything in the 1Stream Desktop application whereas users that are set as a Basic User Role are only able to have set specific accesses inside of the 1Stream Desktop application. 

Confusing Admin Accesses

The User Role will apply to the changes that can be made within the Desktop Application. The Admin Status is changed under the User Editing pop-up as indicated in our Changing User Types article, which will permit a user to have Admin access in the 1Stream portal.

Modifying User Roles 

1. Log into the 1Stream Portal.
2. Go to the Administration menu.
   
3. Choose the Manage Organization option. The page will refresh.
4. Scroll down to the CRM User Mapping section.
5. In the Role column, adjust the role for the desired user. 
6. Scroll up to the 1Stream Administration section.
7. Click the Save button. 

Adjusting Basic User Access

1. Log into the 1Stream Portal.
2. Go to the Administration menu.
   
3. Choose the Manage Organization option. The page will refresh.
4. Scroll down to the User Roles section.
5. In the drop-down, select Basic User. A list of accesses will appear.
6. Uncheck/Check the desired access box for all basic users to have their accesses adjusted. 
7. Scroll up to the 1Stream Administrative section.
8. Click the Save button.