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People Screens

The People screen in the Focus portal helps you manage and interact with individuals, categorizing them into Subscribers, External contacts, and Users. It provides quick access to profiles, permissions, groups, and communication history related to these specific categories.

People are split into 3 sections / types:

  1. Subscribers
  2. External
  3. Users

Main Screen Overview​

When accessing the People screen, you'll see a dashboard displaying an overview of Subscribers, External contacts, and Users available based on your permissions.

  1. Menu bar - Quickly navigate between different sections within People.
  2. Search bar - Find individuals quickly using names or identifiers.
  3. Add Person - Create a new profile for Subscribers, External individuals, or Users.
  4. Filters - Narrow down the displayed results using quick filters.
  5. Profiles Grid - View summarized information about individuals.
  6. Pagination and Results Count - Shows the total profiles and allows navigation through multiple pages of results.

Subscribers​

Subscribers are internal personnel actively using the platform.

Viewing and Editing Subscriber Profiles​

Clicking on a subscriber's profile from the grid opens detailed information:

  • Profile Information: View and edit subscriber details, including their name, job role, department, and direct contact information.
  • Permissions and Groups: Easily manage permissions and assign subscribers to specific groups for controlled access.
  • Communication History: Review a detailed log of all communications involving the subscriber, with direct playback and search options.
  • Metadata and Notes: Add specific notes or metadata for individual subscribers, useful for internal tracking or context.

Adding a Subscriber​

To add a new subscriber:

  • Click the Add Person button.
  • Select Subscriber.
  • Enter required information such as name, role, email, and phone number.
  • Define appropriate permissions and group assignments.
  • Click Save to complete the process.

External Contacts​

External contacts are individuals outside your organization who interact with your staff.

Viewing and Editing External Profiles​

Click on an external contact profile to view detailed information:

  • Profile Information: Update contact details, affiliation, and primary points of contact.
  • Communication History: Quickly access and review historical interactions with this external contact, including call recordings and transcripts.
  • Tags and Metadata: Apply tags and notes to categorize and describe external contacts for improved filtering and search.

Adding External Contacts​

To create a new external contact:

  • Click Add Person.
  • Select External Contact.
  • Provide required details such as full name, company affiliation, and primary contact details.
  • Optionally, assign relevant tags for easy categorization.
  • Save to add the external contact to the database.

Users​

Users refer to administrative or operational personnel responsible for managing the Focus portal.

Viewing and Editing User Profiles​

Access detailed user profiles by clicking on their entries:

  • Profile Information: Manage user details including role, administrative permissions, and access controls.
  • Permissions Management: Specify and adjust user-level permissions for different portal functionalities.
  • Audit and Activity Log: Review user activities and audit logs for monitoring usage patterns and security.

Adding Users​

To add a new user:

  • Click Add Person.
  • Select User.
  • Enter essential user information such as name, email address, and role.
  • Assign specific administrative permissions as required.
  • Click Save to finalize user creation.

Multi-actions​

Perform bulk actions for multiple profiles simultaneously:

  1. Select multiple individuals from the profiles grid by checking their respective checkboxes.
  2. Click the Multi-actions button.
  3. Choose actions such as bulk assignment to groups, bulk permission adjustments, or bulk tagging.

Profile Grid Customization​

Customize the profiles grid for optimal visibility and usability:

  • Hide columns: Click the eye icon on column headers to hide irrelevant columns.
  • Reorder columns: Drag and drop columns to rearrange their display order.
  • Resize columns: Adjust column widths dynamically by dragging column borders.

Permissions​

Roles and Permissions Matrix

This table displays the complete matrix of roles and permissions. A checkmark (✓) indicates that the role has the corresponding right, either directly through policy assignments or through role inheritance.

Right / RoleSuper UserAdmin UserTeam LeaderCompliance UserGeneral UserBasic UserPlaylist User
Account Rights
Account.View✓✓✓
Account.Create✓✓✓
Account.Settings.Update✓✓✓
Account.Settings.View✓✓✓
Account.Settings.LegalHold.Update✓✓✓
Account.Settings.LegalHold.View✓✓✓✓✓✓✓
Account.IpRestrictions.Add✓✓✓
Account.IpRestrictions.Delete✓✓✓
Account.IpRestrictions.View✓✓✓
Account.Child.View✓✓
Account.Child.Access✓✓
Audit Rights
Audit.ReadOnlySelf✓✓✓✓✓✓✓
Audit.ViewAll✓✓✓
Audit.ViewEntityLimited✓✓✓✓✓✓✓
DataGroup Rights
DataGroup.Insert✓✓
DataGroup.Update✓✓
DataGroup.View✓✓✓✓✓✓✓
DataGroup.Delete✓✓
Dashboard Rights
Dashboard.View✓✓✓✓✓✓
LegalHold Rights
LegalHold.Create✓✓✓
LegalHold.Update✓✓✓
LegalHold.View✓✓✓
LegalHold.Delete✓✓✓
People Rights
People.Update✓✓✓
People.View✓✓✓
People.View.Limited✓✓✓✓✓✓✓
Endpoints Rights
Endpoints.View✓✓✓
Endpoints.View.Limited✓✓✓✓✓✓✓
PlayList Rights
PlayList.Create✓✓✓✓
PlayList.Delete✓✓✓✓
PlayList.Items.Add✓✓✓✓✓
PlayList.Items.Delete✓✓✓✓✓
PlayList.List✓✓✓✓✓✓
PlayList.Share.Create✓✓✓✓✓
PlayList.Share.Delete✓✓✓✓✓
PlayList.Share.View✓✓✓✓✓✓
PlayList.Update✓✓✓✓✓
PlayList.View✓✓✓✓✓✓
PlayList.Create.AllowPrivateCallsOverride✓
Recording Rights
Recording.CanSeeAll✓
Recording.CanAccessPrivate✓
Recording.Insert✓
Recording.Update✓
Recording.Transcription.Insert✓
Recording.Audit.View✓✓✓✓✓✓✓
Recording.List✓✓✓✓✓✓✓
Recording.Search.Unlimited✓✓✓✓✓✓
Recording.View✓✓✓✓✓✓✓
Recording.Comment.View✓✓✓✓✓✓✓
Recording.Play✓✓✓✓✓✓✓
Recording.Comment.Create✓✓✓✓✓✓✓
Recording.Transcription.View✓✓✓✓✓✓✓
Recording.Search.PlayListLimited✓✓✓
Recording.SavedSearch.Create✓✓✓✓✓✓
Recording.SavedSearch.Delete✓✓✓✓✓✓
Recording.SavedSearch.View✓✓✓✓✓✓
Reporting Rights
Reporting.Definition.View✓✓✓✓
Reporting.Request.Create✓✓✓✓
Reporting.Request.Download✓✓✓✓
Reporting.Request.View✓✓✓✓
Reporting.Schedule.Create✓✓✓✓
Reporting.Schedule.View✓✓✓✓
RetentionGroup Rights
RetentionGroup.Create✓✓✓
RetentionGroup.List✓✓✓
RetentionGroup.Update✓✓✓
RetentionGroup.People.Update✓✓✓
RetentionGroup.View✓✓✓
Tag Rights
Tag.List✓✓✓
Tag.View✓✓✓
TagStudio Rights
TagStudio.List✓✓
TagStudio.View✓✓
Users Rights
Users.Update✓✓✓
Users.Create✓✓✓
Users.AddPowerUser✓✓✓
Users.View✓✓✓✓✓
Users.RolesAndListGlobal✓✓✓✓✓
Users.RolesAndList✓✓✓✓✓✓✓
Users.Stats.View✓✓✓✓✓✓
Users.View.Limited✓✓✓✓✓✓
Users.Self.View✓✓✓✓✓✓✓
Users.Self.Update✓✓✓✓✓✓✓
UI Rights
UI.Recording.Download✓✓✓
UI.Recording.Search✓✓✓✓✓✓