Custom roles allows you to create your own roles and permissions in the CX Portal. There is a range of different permissions to set up. 



TABLE OF CONTENTS


Options for each CX component

Each component of the CX Portal has different permissions to set, they are all listed below. 


ComponentsCreateMoveReadRemoveUpdateShareAssign roleUpload
Channel ✓ ✓ ✓ ✓ ✓---
Display ✓ ✓ ✓ ✓ ✓---
Folder ✓ ✓ ✓ ✓ ✓ ✓--
Integration ✓ ✓ ✓ ✓---
Layout ✓ ✓ ✓ ✓ ✓---
Location ✓ ✓ ✓ ✓ ✓---
Media - ✓ ✓ ✓ ✓-- 
Message ✓ ✓ ✓ ✓ ✓---
Module ✓ ✓ ✓ ✓ ✓---
Player ✓ ✓ ✓ ✓ ✓---
Playlist ✓ ✓ ✓ ✓ ✓---
Report ✓- ✓ ✓----
Role ✓ ✓ ✓ ✓ ✓---
Tag ✓ ✓ ✓ ✓ ✓---
Template- ✓ ✓ ✓ ✓-- 
Trigger ✓ ✓ ✓ ✓ ✓---
User ✓ ✓ ✓ ✓ ✓- ✓-



Creating a Custom role

To create a new custom role the first thing you need to do is to login to your CX Portal. 

Then navigate down to the admin tab and go into 'Roles'. 


Under the roles tab you have a 'Create' button in the top right.

If you click this you will be brought to the 'Create roles page'. 


In this view you have a lot of different options. 



First you need to give your role a name. 

This name will be visible for everyone that can select and set roles on users and for the users that have the role. 


You also have a few presets that you can choose from. 


Allow all: This gives the role permission to do everything on the Portal. 

Deny all: This removes all permissions except for 'Folder' and 'Location. 

Preset: This allows you to base your new role on another one by using it as a preset. 


When that is done you can then start customizing your role. 

The options you can edit is shown in the table above. 


Each CX Component will have an option dropdown that looks like below. In each one you can enable or disable different permissions.