Roles and permissions: owner, moderator, agent, observer
What each of the four cabinet roles can do and where to find them on the Members page.
The Advision cabinet has four roles. The OwnerRole with full access to the cabinet, including members and tokens. manages everything, including members, tariff and balance. The ModeratorRole that manages content, playlists and screens without access to members. (also «Content manager» in the creation form) works with screens, files and playlists but does not see the tariff or members. The Advertising agent sees only the playlists assigned to them and their share of storage. The ObserverRead-only role: screens, playlists and reports without the right to change anything. changes nothing: they see the status and statistics of the screens shared with them. Roles are listed on the «Members» page (gear icon at the top right), which only the ownerRole with full access to the cabinet, including members and tokens. can open.
No. | What is in the frame | What it means |
|---|---|---|
1 | «OwnerRole with full access to the cabinet, including members and tokens.» blockPlaylist type that occupies a continuous time block in which files play in sections. | Users with full access; in the demo cabinet this is you |
2 | «ModeratorRole that manages content, playlists and screens without access to members.» blockPlaylist type that occupies a continuous time block in which files play in sections. | Members who build playlists, for example «Маркетинг» |
3 | «Advertising agent» blockPlaylist type that occupies a continuous time block in which files play in sections. | External partners, for example «Агенція» |
4 | «ObserverRead-only role: screens, playlists and reports without the right to change anything.» blockPlaylist type that occupies a continuous time block in which files play in sections. | View-only access, for example «Франчайзі» |
5 | «Create» button | New user form with the role of this blockPlaylist type that occupies a continuous time block in which files play in sections. |
6 | «Options» column | Edit or delete the user |
What each role is allowed to do
Action | OwnerRole with full access to the cabinet, including members and tokens. | ModeratorRole that manages content, playlists and screens without access to members. | Agent | ObserverRead-only role: screens, playlists and reports without the right to change anything. |
|---|---|---|---|---|
See the «Members» section and create users | yes | no | no | no |
See the tariff and balance on the «Account» page | yes | no | no | no |
Add screens and networks, change their settings | yes | yes | no | no |
Upload files to the media library | yes | yes | yes, within the «Storage limit» | no |
Create playlists and put them on screens | yes | yes, on the screens they can access | yes, assigned playlists only | no |
Edit and delete other people's playlists | yes | no, own playlists only | no | no |
See playback statistics | yes | yes | yes, for their playlists | yes, for their screens and files |
A moderatorRole that manages content, playlists and screens without access to members. gets access to all screens that exist when the moderatorRole that manages content, playlists and screens without access to members. is created. Screens added later are opened by the ownerRole with full access to the cabinet, including members and tokens. separately: Give a user access to some screens only.
Observers usually appear on their own: when the ownerRole with full access to the cabinet, including members and tokens. or a moderatorRole that manages content, playlists and screens without access to members. clicks «Share» in a report, the cabinet creates an observerRead-only role: screens, playlists and reports without the right to change anything. with access to the selected screens and files, and it appears in the «ObserverRead-only role: screens, playlists and reports without the right to change anything.» blockPlaylist type that occupies a continuous time block in which files play in sections.. Details: Share a report.
How roles work in general: User roles. How to create a member: Add a member with the right role.
Related articles
- ConceptUser roles: owner, moderator, agent, observerThe four cabinet roles and what each can do: from the owner's full access to the observer's read-only statistics.
- How-to · 3 minAdd a member with the right roleCreate a user in «Members»: login, password, email, role and access toggles in three minutes.
- How-to · 2 minGive a user access to some screens onlyTurn off «All devices» in the moderator form and tick the screens you need, for example only the Podil coffee shop.
- How-to · 2 minShare a report by link without signing inA link to the report for the selected screens and files for an advertiser or a client. The recipient sees only this report and does not sign in to the cabinet.