How to: Grant & Manage User Permissions
Streamline your project workflow across every team with full and limited user access based on roles.
The Brandlive Platform offers several user roles to ensure all team members have access to the right projects and information. Users can have one or multiple roles which can be changed at anytime. Maintain full control of your content via full access Admins, partial access Editors based on project folder, and limited user roles such as Developer, Viewer, Moderator, and Analyst.
User Roles & Permissions Overview
The platform offers nine user roles to accommodate every team member, including outside vendors. Users with limited access roles can be added to project folders to allow access to specific projects as opposed to all projects in the channel (default). To learn more about project folders, check out our article here.
Admin: Full access to all projects and functionality with the ability to add other users to the channel. Only role that cannot be combined with other roles.
Developer: Full access to all projects and functionality without the ability to add other users to the channel. Intended for developer use.
Folder Manager: Partial access admin role. Maintains access to all projects and functionality, but cannot create new folders or add other users to the channel.
Audience Manager: Limited access role with the ability to uploading and applying audience lists to channels/projects.
Editor: Limited access role with the ability to access, edit, and publish projects.
Moderator: Limited access role with the ability to moderate projects. Cannot edit or publish projects.
Analyst: Limited access role with the ability to access, view, and download analytics and reports.
Producer: Limited access role with the ability to view the project and access the Greenroom. Cannot edit or publish projects.
Presenter: Limited access role with the ability to view projects and present in Greenroom. Cannot edit or publish projects.
Viewer: Limited access role with the ability to view projects only. Cannot edit or publish projects.
Adding New Users to the Channel
To add a new user to your channel, select settings tab in the top navigation:
Next, navigate to the "Members" tab on the lefthand side the page and select the "+ Add" button:
A new modal will appear to enter the email address of the user you wish to invite.
Then, use the dropdown arrow under Permissions to view the user roles and make a selection.
If selecting a full access role (Admin, Developer or Folder Manager), make only one selection.
If selecting a limited access role, select at least one. Limited access users can have multiple roles assigned to them.
Once permissions are selected, review and click "Invite":
Your new user will appear in the Admins tab:
The new user will receive an email inviting them to create an account:
Changing or Removing User Permissions
To change or remove user permissions, follow the steps above to navigate to the Members tab.
Then, select the dropdown arrow under the "Role" column for the user you wish to update:
A dropdown will appear. Check boxes to apply that permission to the user.
Use the Project Access dropdown to control which folder or projects the user has access to.
To remove a user's access completely, click the trash can icon next to their name. This will delete them as a user.
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