Engage Administration

User Administration

Administrators

Admins can access the Account Members option to edit the users and teams.

Administrators have a default Team and are encouraged to add more. Teams should be created around your own organization's structure, for example, Marketing, Engineering, Sales, etc. Use the +Add Team option to create a new team.

Teams must have users assigned to them. Assets and screens can then be assigned to individual teams.

Any user assigned to a team and given admin rights will be able to view and change all the teams.

Any user can be assigned to more than one team. Once assigned you can switch these users between teams in the profile menu.

An administrator can also be assigned to more than one team. They must be switched to that team to manage its content.

Users

Users are assigned to a team and have access to all of that team's assets. Users are assigned a role. Roles are managed from the account members' screen.

Clicking on the New Role option lets you create a new role. In this example, we create a Role for someone who will be tasked with creating Assets but does not have any publication rights.

Folders

Folders are used to group resources like Screens, Assets, Playlists, or Schedules. They are a subset of each category. A folder on screens cannot be used to store assets, only on other screens. Folders can be assigned to specific teams or users. For example, a user or team can be shared a specific sub-folder without having access to that folder's parent.

Last updated