User Management

To have a clear understanding of user management in Userful Infinity, knowledge of user groups and clearance levels is necessary.

In Userful Infinity:

Access to the apps (Decisions, Trends, Artistic, Engage, Spaces, Remote) is controlled by user group permissions.
Access to the six resources (Sources, Destinations, Mapping Groups, Operation Centers, Playlists and Remote channels) is controlled by clearance levels.

User groups

In Userful Infinity, a user does not have any access permissions unless they are part of a user group. Application access permissions come with user groups. The admin can create user groups and enable permissions to access the different applications (see image below).

Clearance levels

Access to the six resources in Userful Infinity - Sources, Destinations, Mapping Groups, Operations Centers, Playlists, and Remote channels are managed and secured by clearance levels.

Every time you create a resource, you can specify the clearance levels for which the resource should be accessible.

There are two types of clearance levels: Edit and Execute.

The Edit clearance level lets you edit the name and other specifications of a resource.
The Execute clearance level lets you use the resource–for example, drag and drop a Source to a Canvas.

How are clearance levels linked to user groups?

To make resources available to users, clearance levels can be assigned to user groups.

It is also worth noting that every time a user group is created, corresponding Edit and Execute clearance levels are automatically created. These clearance levels also appear in the Permissions tab during new resource creation, so that access to the resource can be enabled for the clearance level if required.

The Edit and Execute clearance levels for the Remote app have been introduced in Userful Infinity version 12.9. In the context of the Remote app, the Edit clearance level allows a user to edit channels. The Execute clearance level allows a user to stream the content of a Mapping Group to a channel in the Remote app.

To learn more, refer to:

Add a user

Failover and user accounts

Remember to ensure failover is configured before you create and add users.
If a failover is not configured, the user accounts you create will not be synced to your secondary server. This will put you at the risk of losing user data if failover happens.
After a failover is configured, user accounts created on the primary server are automatically synced to the secondary server. However, the user accounts will only appear on the secondary server when failover is triggered.

In your Userful Infinity account, navigate to Admin Center > User Management.
Click Users in the left pane.
Click Create new user at the top right corner.
Add a unique username, the first name and the last name of the user.
Enter the email address and create a password. The user will need to create a new password when they log in for the first time. Note: The password must contain at least one uppercase letter, one lowercase letter, one special character, one number and a minimum of 8 alphanumeric characters. The password must not contain username, firstname or lastname. Allowed special characters: @$!%*#?&-.
Assign the user to the relevant user groups and click Save.

Predefined user groups

Userful Infinity Platform offers the following predefined user groups.

Create a user group

Admins can create user groups, add permissions, and assign users.

In your Userful Infinity account, navigate to Admin Center > User Management.
Click User Groups in the left pane.
Click Create User Group at the top right corner.
Add a name and description for the user group.
Click Save. The new user group appears on the screen.
Click the three-dot menu next to the user group name and click Edit.
In the Roles tab, enable the permissions you want to grant to the user group.
Click the Users tab and select the users you want to add to the group.
Click Save.

Create clearance level

Clearance levels are automatically generated when you create a user group. However, you can also create clearance groups on your own. Creating a single clearance level generates two types-Edit and Execute of the same clearance level. After you create a clearance level, they will appear in the Permissions tab during new resource creation, so that access to the resource can be enabled for the clearance level if required.

In your Userful Infinity account, navigate to Admin Center > User Management.
Click Clearance levels in the left pane.
Click Create Clearance level in the top right corner.
Add a name and description for your clearance level.
Select the user groups that should be able to use the clearance level. The selected user groups will have access to the Userful Infinity resources that the clearance level has access to.
Click Save.

Assign clearance level to user groups

After you’ve created a clearance level, you can assign groups to it.

In your Userful Infinity account, navigate to Admin Center > User Management > Clearance levels.
Click the three-dot menu next to the clearance level you want to assign and select Assign user group.
Use checkboxes to select and assign the clearance level to the user groups.

Delete a user group

In your Userful Infinity account, navigate to Admin Center > User Management.
Click User Groups in the left pane.
Click the three dot-menu corresponding to the user group you want to delete.
Select Delete. A confirmation dialog appears.
Click Delete.

Note:

The clearance levels associated with a deleted user group will remain after deleting a user group.
You will not be able to create user groups with the same name as long as the clearance levels remain.

To delete Edit and Execute clearance levels associated with manually created user groups:

In your Userful Infinity account, navigate to Admin Center > User Management.
Click Clearance levels in the left pane.
Click the three dot-menu corresponding to the clearance level you want to delete.
Select Delete. A confirmation dialog appears.
Click Delete. Edit and Execute clearance levels will be deleted.

Last updated 2 days ago