What are user roles and teams?

When creating a user, you’ll need to define the user’s  role and team. Here's what those are, as well as some real-life uses cases that will help you choose the right setup for your business.

Role

A user’s role determines their permissions. Each role has certain permissions that other user roles do not have. 

A user can have one of three roles: Administrator, Manager or Publisher.

Administrator: Access to all available permissions.
Manager: All permissions but adding/managing users and teams, editing display settings or adding/editing display groups.
Publisher: Can only upload content.

Team

Teams are a way of grouping users and giving them access to one or multiple displays. Users on the same team have access to the same content library, playlists and displays assigned to their team by the Administrator who created the team. 

There are three options when it comes to assigning a user to a team:

Assign to corporate team: The user will have access to the same content library, playlists and displays that the corporate account has. 
Assign to existing team: The user will be assigned to a team that has already been created.
Do not assign to team: The user is not assigned to any team and has no access to any displays. User can only upload content until assign to a team.

Real-Life Use Cases

Franchises

Franchisor ABC has 10 stores, with each store having a Franchisee owner. Franchisor wants a playlist to be displayed in all 10 stores, but wants to give each Franchisee the ability to manage content on their store’s display. 

The Franchisor would be an Administrator, with the ability to manage all displays and lock or unlock playlists across all 10 stores. The Franchisor would create a Team for each store and assign each Franchisee to their store’s team. This way, Franchisees are able to manage their store’s content, while the Franchisor is able to override Franchisees’ content whenever desired.

Retail

Retail brand XYZ has 30 stores within 5 different regions and 1 display per store. 

Region 1 = 10 stores 

Region 2 = 10 stores 

Region 3 = 10 stores

Corporate headquarters wants the ability to update all screens with content picked by the marketing team, but they also want regional managers to be able to upload their own content based on their firsthand knowledge. 

Here’s how the setup would work: 

Corporate headquarters would have a corporate team, consisting of two Admins: the Marketing Director and IT Director. 

1. The Marketing Director and IT Director are made users and assigned to the corporate team.
2. Three other teams are created: Region 1, Region 2 and Region 3, with their respective displays selected. 
3. All regional managers are added as users and assigned to their respective teams: Region 1, Region 2 or Region 3.

This setup allows; 

• Corporate team admins to upload and schedule content, create playlists, and lock or unlock content or playlists (to prevent regional managers from editing or deleting them) 
• Regional managers to upload and schedule their own content as they see fit

Retail brand with third-party content provider

Brand XYZ has 100 stores but is sourcing content from multiple third-party content providers. 

This is how brand XYZ would allow its third-party content providers to directly upload content to the dashboard: 

1. Brand XYZ add all content providers as users 
2. Give each user a Publisher role and assign them to the corporate team 

This way, all content uploaded by the content providers will be shared with the corporate team. Brand XYZ can then access the available content and schedule it.