User roles in editor version 1.12

This article introduces you to the different roles available for users in the 1.12 editor version.

Roles hierarchy

User roles in Wallboard build on top of each other, meaning any role in the hierarchy is granted every permission that the roles under possess. When deciding what role to give a user, start with the viewer profile below and work your way up until you find a role that has all the permissions needed. In most cases we find that owners are general admins, while the rest of the users are either technicians or approvers. The differentiator being whether they will need the ability to fully manage screens or just assign/edit content.

Roles can be ranked from 1-6 where 1 is the highest role with the most permissions:

1. System Administrator
2. Owner
3. Technician
4. Approver
5. Editor
6. Viewer

Roles summary

Feature	Owner	Technician	Approver	Editor	Viewer
Device Management
Manage devices	✔️	✔️	❌	❌	❌
Manage device groups	✔️	✔️	❌	❌	❌
Manage device settings	✔️	✔️	❌	❌	❌
Manage device tags	✔️	✔️	❌	❌	❌
Manage emergency state	✔️	✔️	❌	❌	❌
Manage emergency content	✔️	✔️	✔️	❌	❌
See screen statistics	✔️	✔️	✔️	✔️	✔️
See screen info	✔️	✔️	✔️	✔️	✔️
Content Management
Manage and edit content, loops, schedules	✔️	✔️	✔️	✔️	❌
Manage and assign content, loops, schedules	✔️	✔️	✔️	❌	❌
Manage and create content groups	✔️	✔️	✔️	✔️	❌
Manage campaigns, messages, message groups	✔️	✔️	✔️	❌	❌
Manage content tags	✔️	✔️	✔️	✔️	❌
See campaigns & messages	✔️	✔️	✔️	✔️	✔️
See content previews and share content	✔️	✔️	✔️	✔️	✔️
See proof of play statistics	✔️	✔️	✔️	✔️	✔️
File Management
Manage files and crop/resize	✔️	✔️	✔️	✔️	❌
Manage online image selector	✔️	✔️	✔️	✔️	❌
Manage file tags	✔️	✔️	✔️	✔️	❌
See and Download files	✔️	✔️	✔️	✔️	✔️
Permissions
Manage users	✔️	❌	❌	❌	❌
Manage teams	✔️	❌	❌	❌	❌
Manage locked content & groups	✔️	✔️	✔️	✔️	❌
Integrations
Manage & connect shared folders	✔️	✔️	❌	❌	❌
Manage cloud/shared folder structure	✔️	✔️	❌	❌	❌
Manage sync actions and autosync	✔️	✔️	❌	❌	❌
Manage cloud integrations and webhooks	✔️	✔️	❌	❌	❌
Manage internal datasources	✔️	✔️	❌	❌	❌
Manage system datasources	✔️	✔️	❌	❌	❌
Manage external datasources	✔️	✔️	❌	❌	❌
See datasources	✔️	✔️	✔️	✔️	✔️
Administration
Manage clients and licenses	✔️	❌	❌	❌	❌
Manage alert rules	✔️	✔️	❌	❌	❌
Manage notification channels	✔️	✔️	❌	❌	❌
Manage white label settings	✔️	❌	❌	❌	❌
See active browser sessions	✔️	✔️	✔️	✔️	✔️
Accessibility
See settings menu	✔️	✔️	✔️	✔️	✔️
Manage advertisers	✔️	✔️	❌	❌	❌
See analytics	✔️	✔️	✔️	✔️	✔️
See advertisers	✔️	✔️	❌	❌	❌
See campaign snapshots	✔️	✔️	✔️	✔️	✔️
See hotkeys menu	✔️	✔️	✔️	✔️	❌

Owner

The Owner has the most comprehensive access and can manage, add, remove and edit every asset in Wallboard. It is the only role that can create clients, license orders, users and teams for permissions. This role is ideal for users responsible for high-level administration and configuration within the organization.

Additional Permissions (compared to previous role)

• Add & Edit Client Portals
• Add & Edit License Orders
• Add & Edit Users
• Add & Edit Teams
• Edit White Labeling Settings

Technician

The Technician has extensive management permissions across devices, content, files and integration settings. They lack the authority to manage users, permissions or organizational settings like clients or licenses. This role is suited for users in charge of implementing and maintaining content and device configurations with a focus on device management.

Additional Permissions (compared to previous role)

• Add & Edit Devices
• Add & Edit Device Groups
• Edit Device Settings
• Edit Emergency State
• Add & Edit Device Tags
• Add & Edit Datasources
• Add & Edit Shared Folders (OneDrive, Sharepoint, Drive)
• Add & Edit Alert Rules and Notification Channels
• Add Advertisers

Approver

The Approver is known for creating and assigning content, loops, campaigns, messages and schedules. Their role specializes in content management without complete control over device or system settings. Approvers will likely create, schedule and assign most of your content to devices.

Additional Permissions (compared to previous role)

• Assign Content, Loops, Schedules
• Assign Emergency Content
• Add & Edit Campaigns

Editor

The Editor can manage, edit and create content but cannot edit content assigned to devices or assign content themselves. This role is ideal for designers who will be creating content but will not be responsible for assigning it to the screen. They also lack the ability to use our campaign system. In these screnarios, an Approver is needed to assign and schedule content.

Additional Permissions (compared to previous role)

• Add & Edit Contents, Loops, Schedules
• Add & Edit Content Groups
• Add & Edit Files
• Add & Edit Tags
• Edit Content Lock Settings

Viewer

The Viewer role is focused on visibility, allowing users to view content, files, devices, statistics and other important data but without permissions to assign or modify them. This role is a great fit for users who only need to see the status of displays, gather proof of play reports, etc..

Basic Permissions

• View Devices
• View Contents, Loops, Schedules
• View Campaigns & Advertisers
• View & Download Files
• View Analytics & Screen Statistics
• View Proof of Play
• View Content Previews & Share Content via URL

System administrator

Please note

System administrators have full access to the whole server, use this role only for designated personnel!