Users

The "Users" section enables management of user accounts and groups (roles). Each group contains a set of privileges determining accessibility of object within platform, e.g., the right to open a section, add content, etc.

Go to the "Users" section

Open the "Users" section.

On the page that opens, two tabs will be available, "Groups" and "Users". Where you can manage the settings of groups and users, respectively.

To add a new group:

1. Click the "Create group" button.
   
2. In the window that opens, enter "Group name".
3. Click "+ Users" and add the user(s) to the group and click "Save".

Setting group rights

Setting group rights is implemented as two levels:

1. Granting rights to work with the section of the personal account/functionality. For example, granting access rights to the Devices section.

This level of settings includes 15 sections:

• Devices;
• Content;
• Shedule;
• Campaigns;
• Users;
• Event viewer;
• Control panel;
• Insights & data;
• Forms & action data;
• DISPL Designer;
• My templates;
• Templates;
• Downloads;
• Subscriptions;
• Extensions.

2. Granting access levels to individual objects within sections. For example - granting rights to individual devices or directories.

This level of settings includes 4 tabs:

• Campaigns;
• Content;
• Templates;
• Devices.
  

Access rights to sections of the personal account/functionality:

In the "Rights" tab, set the rights for the group. To grant all possible rights, click "All". Save your changes.

Devices:

• View - the presence and absence of the "Devices" tab in the personal account;
• Editing - the ability to edit and manage devices through a personal account;
• Editing root folder - the ability to create devices and folders in the root directory;
• Access control - the ability to change user rights in the device section.

Content:

• View - the presence and absence of the "Content" tab in the personal account, as well as the ability to add content to an advertising campaign;
• Editing - editing content in the content section;
• Access control - the ability to manage access for content units and directories with content;
• Editing groups - the right to add files to the group, change the order, remove files from the group;
• Approving - the right to confirm the uploaded content. In the absence of this right, the confirmation of another user (with the right to confirm) is required;
• Removing - the ability to delete content.

Schedule:

• View - the presence and absence of the "Schedule" tab. Where is it possible to view the schedule of advertising campaigns;
• Editing - editing the schedule.

Campaigns:

• View - the presence and absence of the "Campaigns" tab in the personal account;
• Editing - the ability to edit campaigns and content in campaigns;
• Access control - the ability to change user rights in the campaign section;
• Approving changes - the right to confirm changes in campaigns. In the absence of this right, the confirmation of another user (with the right to confirm) is required;
• API - the ability to make the campaign public.
  

Users:

• View - the presence or absence of the "Users" tab in the personal account;
• Editing - editing the "Users" section.

Event viewer - the presence and absence of access to the "Event viewer" section in the personal account. Allows you to view event information with devices, content, campaigns, etc.

Control panel:

• Settings - the presence and absence of access to the "Settings" section of the platform;
• Authorization - the ability to enter the personal account;
• Editing - the ability to make settings in your personal account.

Insights & data - the presence and absence of the "Insights and data" tab in the personal account. Allows you to view various types of statistics (view conversion, view demographics, view duration, view history, impression history, form and action data).

Forms & action data - the presence and absence of the "Forms & action data" tab in the "Insights & data" section.

DISPL Designer:

• Authorization - authorization in DISPL Designer;
• Templates editing - the ability to edit projects through DISPL Designer;
• Device control - the ability to remotely control devices through DISPL Designer;
• View devices - the ability to view devices through DISPL Designer;
• Deploying templates - uploading the project to the platform.

My templates:

• View - displaying templates in the templates>my templates section;
• Editing - the ability to delete template versions from your personal account;
• Access control - the ability to manage access to templates on the Templates page;
• Downloading - the ability to download the template;
• Using in Campaigns - the ability to use templates from the templates>my templates section in campaigns;
• Approuving versions - the right to confirm the loaded/edited template. In the absence of this right, the confirmation of another user (with the right to confirm) is required.

Templates:

• View - displaying templates in the templates>templates section;
• Download - the ability to download the template;
• Using in Campaigns - the ability to use templates from the templates>templates section in campaigns.

Downloads:

• View - the ability to view distributions for download.

The rest of the settings currently do not affect the actual user rights.

Subscriptions:

• View - the presence or absence of the "Subscriptions" tab in the personal account;
• Editing - editing the "Subscriptions" section.

Extensions:

• View - the presence or absence of the "Extensions" tab in the personal account;
• Editing - editing the "Extensions" section.

Access rights to individual objects within sections:

Click the Campaigns, Content, Templates or Devices tab. Select the desired access level "None", "View", or "Editing", "Editing with delete", for an object or directory, click Save.

"None" - means that users of this group will not see this object / directory, for example, a device. Provided that they are not in another group, with greater rights to this object / directory.

Important:

For the correct application of changes in access rights settings, the user for whom these changes were applied is recommended to log out of the account. Then log in again.

Adding a user.

To add a new user, you need:

1. Press the "Invite user" button;

2. Specify the e-mail address in the window that opens. Select a group and click "Invite".

An invitation letter will then be sent to the specified email address.

Features of access rights settings

Tags and profiles

Tags and profiles do not have separate access level settings. And inherit these levels from the devices they are assigned to.

"None"
- If the user does not have "View" level or higher access to at least one device to which the tag/profile is assigned. This tag/profile will not be viewable.

"View"
- If the user has View access and above to all devices to which the tag/profile is assigned. This tag/profile will be viewable.
- If the user does not have View level or higher access to at least one device to which the tag/profile is assigned. This tag/profile will not be viewable.

"Editing"
- If the user has Edit or higher access to all devices to which the tag/profile is assigned. This tag/profile will be editable.
- If the user does not have Edit or higher access to at least one device to which the tag/profile is assigned. Such a tag/profile will not be editable.
"Editing with delete"
If the user has Edit and Delete access to all devices to which the tag/profile is assigned. Such a tag/profile will be available for deletion.
- If the user does not have Edit and Delete access to at least one device to which the tag/profile is assigned. Such a tag/profile will not be available for deletion.

Subscriptions and Venue address

Subscriptions and Place Address do not have separate access level settings. And inherit these levels from the devices they are assigned to.

"None"

If the user does not have access to the device at the View level or higher. Then there will be no opportunity to see the subscription assigned to it or the venue addresses.

"View"
If the user has View access or higher access to the device. He will be able to see the subscription assigned to him or the venue addresses.

"Editing"
If the user has Editing or higher access to the device. It will be able to change the subscription or venue addresses.

Schedule

The visibility of campaigns in the Schedule section does not have separate settings for access levels and inherits these levels from campaigns. If the user does not have access to the campaign, View level or higher. Then there will be no opportunity to see this campaign in the Schedule section.

Event viewer

If the user has access to the Event viewer, he will be able to view all existing events for any objects (campaigns, devices, etc.). Even if he does not have rights to view these objects themselves.

Visitor Insights 

On the Visitor Insights tab, by default, statistics are displayed for all devices and campaigns that are on the platform. Even if the user does not have access to view these devices or campaigns.

However, only those devices and campaigns for which the user has View access and above will be available in the filter.

Sending reports

Submission of any reports, on the Campaigns, Content, Templates, Devices, etc. pages, will be available to any user who has access to view the corresponding page.

Campaigns

Content - the user can add to the campaign / remove from the campaign any content to which he has access to the "View" level and above.

Tags/Profiles/Devices - the user can add to/remove from the campaign any Tags/Profiles/Devices to which he/she has Editing access and above

Rights inheritance when creating an object

When adding a new object - campaign, device, template, content:

- If the object is created in the root directory. Then after its creation, all user groups automatically get access to this object of the "Editing with delete" level.
For example, when creating a new device in the root directory. All user groups that have access to the Devices section will automatically have access to this device, the Editing with delete level.

- If the object is not created in the root directory. Then after its creation, all user groups have access to the directory in which the object was created. Automatically inherit the same level of access to this object as the directory in which it was created.
For example, if a user group has access to the device catalog with the "View" level. Then when creating a device in this directory, this user group will automatically get access to the created device, with the "View" level.