In this article, we will outline how to create and edit User Roles — reusable permission sets you can assign to user accounts, controlling exactly what they're able to see and do across the platform.
Accessing Role Management
Click Settings in the top right-hand corner
From the Domains and User Management dropdown, select Role management
Creating or editing a Role
Give the Role a Name at the top level
Give your Role a Name under the General section
Work through each permission category below, ticking the specific permissions you'd like this Role to grant:
User — Can create sub-domains and users
Player — Edit, Group Properties, Monitoring, Analytics
Content — Edit, Download Media, Content approval required, Ticker
Playlists — Edit
Schedule — Scheduling grid, Merging Playlists
Publish — Publish
Once you're happy with your selections, click Save settings
Please Note
Permissions are granted individually per checkbox — a Role only grants access to exactly what's ticked. For example, a Role could allow editing Playlists without granting access to Publish, useful for separating content creation from content deployment.
Assigning a Role to a user
Open the user's account settings, and scroll to Account settings
Select your desired Role from the Role dropdown
Click the Edit button beside the Role dropdown at any time to jump back into that Role's permission set and make further changes
Once you're happy with your selection, click Save settings
Summary
With Roles built from individually configurable permission categories, you're able to create precise, reusable access levels — from a single user's account, or applied consistently across your whole team — without needing to configure permissions from scratch each time.