Setting Up the Magnifi Widget (Medium Length) – Magnifi Help Center

For more detailed instructions including images, please visit the Full Length version of this article

1. First Steps

Go to https://widget.magnifi.io/ . If you are already registered as a Widget user, Sign In with your email address and password now. If you are not yet a Widget user, click Sign Up to create an account. Note: Your login for Magnifi videoconferencing is not the same as your Widget login.

2. Types of Widget

There are two Widget capabilities options – you must choose one for each Widget you build.

“Call” which allows you to receive “incoming calls” from your clients; and
“Meeting” which is a group meeting for which the link can be shared.

3. How to create a Widget:

Click on “Widgets” in the left navigational column, then select “+New Widget” from the top right.
Fill out the Name of the Widget, and the default-selected “Group” Room Type.
You must choose either Call functionality OR Meeting functionality (not both)

CALL Functionality:

To activate “incoming Call” functionality, place a checkmark in the box beside “Call – Make inbound call requests.”
Under “Managers Who Can Use This Widget”, enter the names of the Managers you would like to add to the roster of people who can answer inbound calls generated by this Widget. NOTE: Before you can add Managers here, you must create sub-accounts for them under Settings/User Management. After you have done so, Managers can be selected here. Click on the field and begin typing a Manager’s name, and select the correct name(s) to add to the list for this Widget.
Under “Contact Who Will Receive Missed Call Messages”, if you would like message notifications to go to someone OTHER than the Widget Administrator (you), enter their contact details and preferred notification method here.

MEETING Functionality:

To activate the “Group Meeting Link functionality”, Place a checkmark in the first box marked “Meeting – Generate meeting links upon clicking”; then select the sub-options you’d like to have the Link Widget perform for you: copying the link to the clipboard, and/or opening the link for you immediately in a new tab in your browser.
Under “Managers Who Can Use This Widget”, enter the names of the Managers you would like to authorize to MANAGE this Widget. These Managers will also be automatically authorized to Use the Widget. NOTE: Before you can add Managers here, you must create sub-accounts for them under Settings/User Management. After you have done so, Managers can be selected here. Click on the field and begin typing a Manager’s name, and select the correct name(s) to add to the list for this Widget.
To authorize users of this Widget who are not also empowered to manage the widget, please see the section on Groups, later in this guide.

Widget Settings:

In the Widget Settings, you can customize the Widget Icon, and the Call lobby background colour. You can also select options to record calls generated by this widget, if you’d like a transcription made of the calls, and if you require a dial-in number for attendees who may need to join the meeting by telephone.

Share Meeting Links:

This is where you can customize the emails the system automatically send to people you to invite to a meeting.
Finalize your choices and then click Save when ready

4. You have created your first Widget! If you need to go back and edit any of the custom options from the last step, click on the “Customize” option to do so.

5. User Management: User Management is where you set user permissions. There are 3 levels of User Permissions: Administrator, Manager, and User.

Set the User’s permission level FIRST (Manager vs User).
Remember to select “Email Credentials to this User” if you have selected Manager Permissions;
Note that you MUST add Managers on this screen. Lower-level Users can be added here, or Ad Hoc under “Group Members”.

6. Groups: Group Settings control who can generate meetings using a Meeting Widget. If you are the only person who will be creating meetings from your Meeting Widget, you can skip this step.

Click on Groups > New Group in the left navigation panel. Fill in the Group Name, a Description of the group, and a Unique Identifier (UUID) to identify your Organization. The UUID can be long or short, and include numbers, letters, and symbols available on a standard keyboard.
Choose the Meeting Widget that this Group will access. Each Group can only be attached to one Widget.
Next, add Members to your Group. These are the Users and Managers within your Organization that have permission to create meetings with the Widget. Click on +Add Member and fill in First Name, Last Name, and Email.
Specify a Unique Identifier (UUID) for each Member. The UUID can be an email address, or a unique code that your site/software has access to – for example, the internal login ID of the specific user on the software the Widget is being included in. The UUID is an open variable so that each company can easily customize it to integrate the Widget into their software. The UUID will need to be passed to the Widget to identify the user of the Widget.
Repeat for each authorized Group Member. If you add someone in error, or have an empty Member slot, use the Remove button to clear that entry.
Click Save. You have now set the Authorizations for who can use your widget!
If you need to add or remove people from the authorizations, click on “Edit Organization” to do so.

NOTE: if you add a Manager to a Group for a Widget, you are authorizing them only as a Widget user. To provide the Manager with management permissions for that Widget, you must ALSO add them as a “Manager Who Can Use This Widget” in the Widget form itself. Managers can be added after a Widget has been built by selecting the “Customize” option for that Widget on the Widget management page.

7. How to Copy the Embed Code:

If you are embedding a Call Widget, copy the Embed Code from the Widgets tab in the left navigation panel. Click on “Copy Embed Code” for the Widget you’d like to use.
If you (the Administrator) are the only person who will be generating meetings using your Meeting Widget, then you can copy the specific Embed Code from the Widgets tab in the left navigation panel. Click on “Copy Embed Code” for the Widget you’d like to use.
If you have created a set of users within your Group who are authorized to generate meetings using your Meeting Widget, then you MUST copy the specific Embed Code from the Groups > Manage Groups tab in the left navigation panel. Click on “Copy Group Embed Code to Clipboard” for the Group you’d like to use.
A green message will appear at the top right, indicating the code has been successfully copied.

8. Embedding a Call or Link Widget in your Website or Application

Note that apart from the Icon, the widget is created without styling, so the Widget will appear in the lower right corner of the site or application. The styling can be adjusted using CSS.
Call or single-host Meeting Widget: Paste the code into the HTML of your website or application.
Multi-host (Group) Meeting Widget:
- - Paste the code into the HTML of your website or application.
  - Before you can activate the Widget for use, you must specify the user who will be accessing the Widget. After pasting the code, make sure you set the following variable: organization_member = {unique_identifier: 'member123', first_name: 'Member', last_name: 'One', email: 'memberone@yopmail.com'}
  - This Customize the code above by using the details from the specific user’s details and UUID (unique_identifier) as set in the Members for the Group associated with this Widget.
  - Drop the code at the end of the Widget, just PRIOR to the closing </script> tag
  - Note that in an Application (rather than on a webpage) this step will be addressed by your developer, who will add extra JavaScript to set that variable in the DOM.

9. Setting a Call or Link Widget to open in a popup window:

Set the following variable equal to true: open_calls_in_popup_window. This will involve asking your developer to add some extra JavaScript to set that variable in the DOM.