Setting up the Magnifi Widget (Quick Reference)

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

1. To login or register navigate to https://widget.magnifi.io/ .
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 in the form to define your Widget functionality
• CALL Functionality:
  • 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.
  • 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:
  • 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.
  • 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.
• In the Widget Settings, you can customize the Widget Icon, the Call lobby background colour, if you’d like to record or transcribe the calls generated by this Widget, and if you’d like to have a dial-in option for users without access to the internet.
• In Share Meeting Links, you can customize the emails the system automatically sends to people you to invite to a meeting.
• If you need to go back and edit any of the Widget details, click on “Customize” to do so.

4. 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”.

5. Groups: Group Settings control who can generate meetings using a Meeting Widget.

• Click on Groups > New Group in the left navigation panel. Fill in the form to identify your Group, and select the Meeting Widget the Group authorizes. Each Group can only be attached to one Widget.
• Add Members to your Group. These are the Users and Managers within your Organization that have permission to create meetings with the Widget.
• 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.
• If you add someone in error, or have an empty Member slot, use the Remove button to clear that entry. If you need to add or remove people from the authorizations, click on “Edit Group” 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.

6. 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.
• 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.
• 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.

7. Embedding a Call or Meeting Widget in your Website or Application

• 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.
    • 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
• Apart from the Icon, the widget is created with minimal styling, so the Widget will appear by default in the lower right corner of the site or application. The styling can be adjusted using CSS.

8. Setting a Call or Meeting Widget to open in a popup window:

• Use JavaScript to set the following variable equal to true: open_calls_in_popup_window.