Custom User Roles

Create a Custom Role

Navigate to 'Admin' in the left menu: Admin_menu

🔎︎

Under 'Roles', click 'Create'.

Enter a name for the role.

Bulk add permissions:

'Allow all': Add all permissions .
'Deny all': Remove all permissions.
'Preset': Duplicate a previously created role.

Manually select permissions under each component:

'Allow': Add all within selected component.
'Deny': Remove all within selected component.
Expand the component to select individual permissions.

Component Options

Each component has a different set of permissions:

Components	Create	Move	Read	Remove	Update	Share	Assign Role	Upload	Custom Settings	Enforce MFA	Request MFA	Reset MFA
Campaign	✔️	✔️	✔️	✔️	✔️	❌	❌	❌	❌	❌	❌	❌
Channel	✔️	✔️	✔️	✔️	✔️	❌	❌	❌	❌	❌	❌	❌
Display	✔️	✔️	✔️	✔️	✔️	❌	❌	❌	❌	❌	❌	❌
Folder	✔️	✔️	✔️	✔️	✔️	✔️	❌	❌	❌	❌	❌	❌
Integration	✔️	❌	✔️	✔️	✔️	❌	❌	❌	❌	❌	❌	❌
Layout	✔️	❌	✔️	✔️	✔️	❌	❌	❌	❌	❌	❌	❌
Location	✔️	✔️	✔️	✔️	✔️	❌	❌	❌	❌	❌	❌	❌
Media	❌	✔️	✔️	✔️	✔️	❌	❌	✔️	❌	❌	❌	❌
Message	✔️	✔️	✔️	✔️	✔️	❌	❌	❌	❌	❌	❌	❌
Module	✔️	❌	✔️	✔️	✔️	❌	❌	❌	❌	❌	❌	❌
Operating hours	❌	❌	❌	❌	✔️	❌	❌	❌	❌	❌	❌	❌
Player	✔️	❌	✔️	✔️	✔️	❌	❌	❌	✔️	❌	❌	❌
Playlist	✔️	✔️	✔️	✔️	✔️	❌	❌	❌	❌	❌	❌	❌
Report	✔️	❌	✔️	✔️	❌	❌	❌	❌	❌	❌	❌	❌
Role	✔️	❌	✔️	✔️	✔️	❌	❌	❌	❌	❌	❌	❌
Tag	✔️	❌	✔️	✔️	✔️	❌	❌	❌	❌	❌	❌	❌
Template	❌	✔️	✔️	✔️	✔️	❌	❌	✔️	❌	❌	❌	❌
Trigger	✔️	❌	✔️	✔️	✔️	❌	❌	❌	❌	❌	❌	❌
User	✔️	❌	✔️	✔️	✔️	❌	✔️	❌	❌	✔️	✔️	✔️
Web access list	✔️	❌	✔️	✔️	✔️	❌	❌	❌	❌	❌	❌	❌
Web kiosk	❌	❌	✔️	❌	✔️	❌	❌	❌	❌	❌	❌	❌

Components

Create

Move

Read

Remove

Update

Share

Assign Role

Upload

Custom Settings

Enforce MFA

Request MFA

Reset MFA

Campaign

✔️

❌

Channel

✔️

❌

Display

✔️

❌

Folder

✔️

❌

Integration

✔️

❌

✔️

❌

Layout

✔️

❌

✔️

❌

Location

✔️

❌

Media

❌

✔️

❌

✔️

❌

Message

✔️

❌

Module

✔️

❌

✔️

❌

Operating hours

❌

✔️

❌

Player

✔️

❌

✔️

❌

✔️

❌

Playlist

✔️

❌

Report

✔️

❌

✔️

❌

Role

✔️

❌

✔️

❌

Tag

✔️

❌

✔️

❌

Template

❌

✔️

❌

✔️

❌

Trigger

✔️

❌

✔️

❌

User

✔️

❌

✔️

❌

✔️

❌

✔️

Web access list

✔️

❌

✔️

❌

Web kiosk

❌

✔️

❌

✔️

❌

Add a Role to a User

Select a user.

Select a 'Add role':

3. Select a role.

4. Select a location. This will designate the role's level:

a. Select through the locations manually by clicking the arrow next to 'Select'.

b. Search for a location:

5. Click 'Create'.

Multiple roles can be added to one user and each role is assigned a level:

Partner - Highest level of access, visibility of all brands under the Partner.
Brand - Visibility of an entire brand
Location - Restricted visibility of a specific location

A site level admin can manage everything related to the selected site including displays, channels, playlists, media.

Custom User Roles

Create a Custom Role

Component Options

Add a Role to a User

What's Next