Roles

Through this tool, you can customize the internal work activity of your project by limiting permissions to different users.

It provides the freedom to the user to customize the platform to their liking and divide the tasks of each individual based on their responsibility.

Through a system of levels and permissions, it is possible to assign a hierarchy in which the tasks are specific.

This tool differentiates between three possible platform customization actions:

• Choose the sections to which the user has access

• Choose the actions allowed to the user within said sections

• Select the teams that can be visible to the user

There are up to a maximum of five hierarchy levels that will descend respectively in number of permissions. While Level 1 will have all the actions, the other levels will have more limitations as you go from one to another.

Likewise, within each Level, it is possible to add the roles that are necessary to manage the viewing permissions of the different users.

Due to the particularity of each circuit, the needs in terms of user roles may be different between projects. If you want to start working with these permissions, we recommend that you contact your Project Manager or write to us at [e-mail] to help you manage it.

Use cases

There are a series of roles that are more common among clients in Digital Signage projects. In order to provide an approach to action, some practical cases are presented below to serve as an example.

Admin

This is the default user when creating a new project and is at the top of the hierarchy. If no other roles have been created in the project, the users added will have this role and level. You have access to all sections of the main menu and can manage the entire project.

In circuits that have external advertising, this role is usually in charge of its distribution, in addition to not allowing lower levels to affect its broadcast in any case.

Marketing / Coordinator

Located at a level below that of Admin, his role would be more related to the distribution and segmentation of the players on the platform, in addition to supervising the management of lower roles.

Usually characteristic of this profile is the responsibility of assigning criteria to the players for their distribution or the approval of broadcast campaigns, although the range of permissions available will depend on the tasks delegated by the Admin.

It is also common for the different users that belong to this group to have a filter of players that they can see and modify depending on the areas covered by each one.

Center

Typical of the intermediate levels, the users of this group are focused on a specific small group of players. This role would be designed for large projects that are segmented into establishments or franchises independent of each other and that each one is only in charge of its screens.

It is usual that they only have permissions to upload and distribute content in said players, although sometimes they need distribution approval from a higher level.

Therefore, users of this role do not have access to the content they upload from other centers or to modify its distribution.

Installer / Emission Viewer

Finally, the last level is usually more aimed at users of technicians and installers who only need access to the platform to obtain information on the status of the equipment.

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 Broadcast section, the main tool that usually has this role enabled.

To do this, it is possible to delimit the functions of this user so that he can only download the player, activate said equipment, and only see the players that he registers at that moment.

Permits

Permission groups

Rename and limit permission groups to be intuitive.

Extra: add a small description.

Customized

Access to several checkboxes that are disabled: staff, tasks, restrictions, impersonate, social media, content coding, DTT, reservation grouping, conditions, alterations.

Restrictions

It is possible to apply restrictions to the different roles that will condition the content traffic and the data consumption of the circuit. There are restrictions by number of contents, maximum space (MB) and maximum duration of the content.

Although in the roles section it is not their place of creation (as it happens with the users), it is here where we assign them to a specific role so that it affects all the users of said role.

For more information on how to create them in order to apply them later, you must go to the restrictions section.

Will users be able to see content uploaded from other different levels? What if they belong to different roles?

Only higher level users see content uploaded by lower level users. In the opposite direction, it does not happen.

On the other hand, users of the same level and different role will not be able to see the contents of the other roles of that same level due to the operation of the system.

If there are users who belong to the same role and level (same permissions) but due to their areas of responsibility, their filtering of players is different, do they see the content uploaded by other users?

The contents, like the players, can be filtered by the criteria assigned to the users so that each one only gets those that match their criteria. In this way, creating a single role allows multiple users to be assigned and their jurisdiction is exclusively that of the players who are assigned to each one.

How can I add users to the different roles that have already been created?

In order to assign users to existing roles, it is necessary to 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 said user belongs.