Carousel Cloud User Management

This is where you'll manage your Carousel users, and what permissions they have within the application. Carousel users will have a set of site or content roles assigned to them. Each role contains a set of permissions that define what the user can do and where they are allowed to do it.

Site roles encompass global access rights like the ability to create channels or change system level settings such as the CAP settings.

Content roles define a set of content creation access rights that are scoped to a zone or a zone tag.

Inviting Users

For a new user, the whole process starts with an email inviting them to register as a user for Carousel. A Site Admin can invite and assign roles for multiple users at the same time. Each user will receive a welcome email and be led to a registration page where they will enter their information and a password. This invitation is time sensitive and, can be resent via a button on the manage users screen for any users who have not responded to the invite.

Emails

A user's email is what they will use to log into the system. You can enter multiple emails here to invite several users who share the same roles at the same time.

Role Assignment

Assign roles to all of the users you are inviting. Optionally create them as a Site Admin if there are no restrictions on what they can do within Carousel.

Editing Users

Here you can re-assign roles for a user or change the values for any of the personal information entered by a user when registering.

To Apply or Remove a Role for a User

• From the appropriate section, choose the role or roles you want to add.

• If choosing content roles, you'll need to decide the scope of the roles. Scopes are either isolated to a zone or a set of zones defined by a zone tag

• Click the Add Roles button.

• To remove a role, click the Remove button next to the role you want to remove.

• When finished, save the user. If you do not save, these changes will not persist.

User Roles

Roles are a logical grouping of a set of access rights within Carousel. A user can have multiple roles assigned to them, and you can tailor roles to fit your desired workflow. Some roles will come predefined for you, but feel free to make your own as your business needs require.

Roles are split into two categories:

• Site roles are those roles that encompass global access rights. These include things like the ability to create channels, zones, external authentications and change your site name.

• Content roles include the ability to make bulletins, upload media, manage templates, and the like. They are always tied to a zone or zone tag that can be acted within when applied to a user.

To Create or Edit a Role

• to create a role, click the New Role button.

• Choose a name for the role.

• Select a set of access rights for this role.

Site Access Rights

Manage Players

This right allows the user to access the player dashboard as well as activating and managing players.

Notifications - News and Information

This right allows the user to receive notifications marked as informational.

Notifications - Updates (Maintenance Releases)

This right allows the user to receive notifications about maintenance releases of the software.

Notifications - Upgrades (Feature Releases)

This right allows the user to receive notifications about major feature releases of the software.

Notifications - System Specific

Allows the user to receive notifications targeted directly at this system.

Server Setup

This allows access to the site name.

System Configuration

Allows access to create channels, impression tracking, external authentications, CAP configuration and zone tags.

Zone Setup

Allows the creation management of carousel content zones.

Content Access Rights

Content Creation Rights

Auto Approve Bulletins

Any new bulletins created by this user will automatically be published, bypassing the approval process.

Create - Alert Bulletins

Allows the creation of alert bulletins, both in full alert and bulletin zones.

Create - Dynamic Bulletins

Allows the creation of bulletins from dynamic data sources such as events from a calendar or news from an RSS feed.

Create - Interactive Bulletins

Allows the creation of interactive bulletins.

Create - Linked Bulletins

Allows the creation and management of linked copies from the manage bulletins screen.

Create - Repeating Bulletins

Allows the creation of repeating bulletins. This setting can be found in the extras section of the bulletin editor.

Create - Template Bulletins

These are the mainstay of Carousel, bulletins created from existing templates.

Create - Uploaded Bulletins

Gives the ability to upload images or video directly as a bulletin.

Create - Set Extra Bulletin Properties

With the exception of alert and repeating settings, all of the other settings in the extras section of the bulletin editor are governed by this access right. This includes audio, impression tracking, tagging, dwell time, and others.

Templates - Create and Edit Templates

Gives the ability to create and edit the aforementioned templates that drive template bulletins.

Content Management Rights

Manage - Approve Bulletins

Gives the user the responsibility of approving bulletins created by other users that do not have the Auto Approve Bulletins right.

Manage - Manage Zone Media

This allows a user to manage all the media assets for a zone. Users are always able to manage their own media (media uploaded during the bulletin creation process).

Manage - Zone Bulletins

This allows a user to manage all bulletins in a zone, including editing, deleting, grouping and ordering. Users are always able to edit and delete their own bulletins.