Croo Portal - Policies

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Matthew DiGiandomenico
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*Please note that permissions/policies can only be granted to Users/Teams that have already been added to your Croo Portal via the Crew Members/Teams page.

A Policy allows a User/Team to interact with specific data found within your Croo Portal. A Policy consists of (1) a Resource Type, (2) an Action, and (3) a Scope Type.

A Resource Type defines a data subsection of the Croo Portal (eg. calls, journeys, etc.). Users & Teams can be given access to unique sections of the portal depending on which information they are required to access. These Resource Types include:

Any resource: access to any and all resource types;

API Keys: access to your phone system’s API keys;

Calls: access to the Call History section of your Croo Portal;

Extensions (under construction): access to the Extensions module of your Croo Portal;

Faxes (under construction): access to the Faxes module of your Croo Portal;

Integrations: access to the Integrations (Zoho CRM, etc.) module of your Croo Portal;

User Journeys: access to the Journeys section of your Croo Portal;

Policies: access to the Policies section of your Croo Portal;

Queue Agents (under construction): access to view users logged into a one/multiple queue(s);

Queue Statistics: access to the view the Queue Statistics section of your Croo Portal;

Queues (under construction): access to view the queue(s) within your phone system;

Roles: the ability to view which roles (User, Administrator) have been assigned to Croo Portal members;

Teams: access to the Teams section of your Croo Portal;

Users: access to the Users section of your Croo Portal.

Each Resource Type requires a Scope Type (which defines the landscape influenced by this policy) and an Action (which defines how a User/Team can interact with a Resource Type).

The Scope Type will vary based on the Resource Type chosen. These include:

  1. Belonging to themselves: access to one's own data;
  2. Belonging to members of the **teams they are part of: access only to the data of each member within their own Teams;
  3. Belonging to these *users: access only to specified Users’ data;
  4. Belonging to members of these teams: access only to specified Teams’ data;
  5. Within this organization: allows access to this Resource Type system-wide;
  6. Belonging to these *extensions: access only to specific Extensions' data;
  7. Within these queues: access only to the queue data of specific queues;
  8. Belonging to these queue agents: access only to the queue data of specific extensions logged into a queue

*A User is an individual that has been given access to your Croo Portal. An Extension is a user within your phone system that can make/receive calls.

**Members of a team belonging to a Parent Team will have access to data belonging to "sibling" teams under the same Parent.

There are two (2) Action options available:

  1. Is allowed to view: allows a User/Team to view a Resource type;
  2. Is allowed to create, edit, and delete: allows a User/Team to view, create, modify, and delete settings within a Resource Type.

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To add a policy/give a permission to a User:

Click the Settings Screen_Shot_2021-03-23_at_2.28.24_PM.png icon on the bottom left of your Croo Portal;

Click Policies;

Screen_Shot_2021-03-23_at_2.29.14_PM.png

Click Users;

Screen_Shot_2021-03-23_at_2.36.53_PM.png

Click the Policies button to the right of the user to whom you’d like to add/modify a policy;

Screen_Shot_2021-03-23_at_2.45.25_PM.png

Click the + button;

Screen_Shot_2021-03-23_at_2.47.27_PM.png

Select a Resource Type, an Action, and a Scope Type;

Screen_Shot_2021-03-23_at_2.49.02_PM.png

Click Save.

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To add a policy/give a permission to a Team:

Click the Settings Screen_Shot_2021-03-23_at_2.28.24_PM.png icon on the bottom left of your Croo Portal;

Click Policies;

Click Teams;

Screen_Shot_2021-03-23_at_2.53.35_PM.png

Click the Policies button in the square of the Team to whom you’d like to add/modify a policy;

Screen_Shot_2021-03-23_at_2.54.50_PM.png

Click the + button;

Screen_Shot_2021-03-23_at_2.57.59_PM.png

Select a Resource Type, an Action, and a Scope Type;

Screen_Shot_2021-03-23_at_2.49.02_PM.png

Click Save.

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