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This group covers everything that decides who can get into your workspace, what they can do once they’re in, and how strictly you enforce that. Nothing else in Get2Dial works until people can sign in, so most of it is worth setting up before you connect telephony.

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How it fits together

Three layers, each optional except the first:
  1. Identity — every person needs a user account with a role that sets their starting capabilities.
  2. Workspace-wide policy — on top of individual credentials, you can require multi-factor authentication, require single sign-on, and set a session policy for idle timeouts and concurrent sign-ins. These apply to every user in the workspace, not per person.
  3. Capacity and oversight — plans and entitlements set what your workspace can do, usage shows how much of it you’re using, the audit log records who changed what, and agreements tracks the legal agreements between your organization and Get2Dial.
A new workspace needs layer 1 to function. Layers 2 and 3 are there when you need them — most commonly during a security review or once the team grows past a handful of people.

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Common tasks

Invite users

Change a user's role or capabilities

Turn on multi-factor authentication

Require single sign-on

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Learn more

Roles and permissions

Plans and entitlements