What is the need?
Using this tool, you can tailor the internal work activity of your project by limiting permissions to different users. It gives the user the freedom to customize the platform to their liking and to split the tasks of each individual according to their responsibility. Through a system of levels and permissions, you can assign a hierarchy in which tasks are specific.
This tool differentiates between three possible platform customization actions:
There are up to five hierarchy levels with descending numbers of permissions. While Level 1 will have all the actions, the other levels will have more limitations as you move from one to the other.
Within each level, you can also add the roles that are required to manage the viewing permissions of different users.
Due to the particularity of each circuit, the needs for user roles can be different between projects. If you want to start working with these permissions, we recommend that you contact your Project Manager or write to email@example.com to help you manage them.
Examples of use
There are a number of roles that in Digital Signage projects are more common among customers. In order to provide an insight into how they work, the following are case studies that serve as an example.
This is the default user when creating a new project and is positioned at the highest point in the hierarchy. If no other roles have been created in the project, the users that are added will have this role and level. You have access to all sections of the main menu and can manage the project in its entirety.
In circuits that have external advertising, this role usually takes care of its distribution and does not allow lower levels to affect its broadcasting in any case.
Located below the Admin level, this role is related more to the distribution and segmentation of the players on the platform, in addition to supervising the actions of those in lower roles.
This profile is typically responsible for assigning criteria to players for distribution or approval of broadcast campaigns, although the range of permissions it has depends on the duties delegated by the Admin.
It is also common for different users belonging to this group to be able to filter players that they can view and modify depending on the areas covered by each one.
Typically in intermediate levels, the users of this group focus on a particularly small group of players. This role is generally for large projects that are segmented into independent establishments or franchises, with each taking care of their screens only.
It is common for them to have permission only to upload and distribute content to those players, although they sometimes need approval for distribution from a higher level.
Therefore, users in this role do not have access to content uploaded from other centres or to modify their distribution.
Finally, the last level is often more targeted at users who are technicians and installers who only need access to the platform to get information about the status of their computers.
At the time of installation, it is necessary to obtain confirmation of the correct operation of the player and, in this case, it is possible to obtain it from the Live section, the main tool that this role usually has permission to use.
In this regard, it is possible to delimit the functions of such users so that they can only download the player and activate the devices and can only see the players that they have registered at that time.
Rename and limit permission groups to make them intuitive.
Extra: add a small description.
Access to multiple check boxes that are disabled: personal, tasks, restrictions, impersonation, social media, content encoding, DVB, booking grouping, conditions, alterations.
It is possible to apply restrictions to the different roles that will condition content traffic and the circuit’s data consumption. There are restrictions on the number of content items, maximum space (MB) and maximum content duration.
Although in the Roles section, it is not the place of creation (just as it is with users), it is here that they are assigned to a particular role with characteristics that apply to all users in that role.
For more information on how to create them and then apply them, go to the Restrictions section.
Will users be able to view uploaded content from different levels? What if they belong to different roles?
Only users at higher levels are shown the content uploaded by users at lower levels. In the opposite direction, this does not happen.
In addition, users in the same level but with different roles will not be able to see the contents of the other roles in that same level due to the way the system operates.
If there are users who belong to the same role and level (same permissions) but their filtering of players is different because of their areas of responsibility, do they see the content uploaded by other users?
Content, like players, can be filtered by the criteria assigned to users so that each player only has access to content with criteria that match their own. This means that even with the creation of a single role, multiple users can be assigned with jurisdiction only over the players assigned to them.
How do I add users to the different roles that have already been created?
Before you can assign users to existing roles, you must enter the Users section and modify the privileges. This section is also where users are added to the project, and, in this process, you can also choose the role to which that user will belong.