Set permissions & roles

The  .Permissions page allows admins to specify permissions that define: 

• the commands a user can send, and 
• the device groups a user can send commands to

It is mandatory that Entity admins manage the actions that users can perform within myViewBoard Manager. Before granting users access to Manager, admins who are just starting to set up their organization are encouraged to: 
 

• Limit users only to the devices they are assigned to 
• Limit access to privileged actions which may be misused if not properly understood, such as Remote Desktop or Profiles assignments.

Configurable permissions

Manager provides several permissions that can be assigned to a user. Expand the section below to see the full list.

Create new roles

Use Roles to assign a predefined set of permissions to selected users. To create a new role, perform the following:

1. Click the  .Settings icon on the top toolbar.
2. Click the  .  Permissions option.
3. Click the  . Roles icon. 
   
    
4. Click the  .Add Manager role button to open the Create Role dialog:
   1. Type a unique name for this role
   2. Specify rights and resources that this role should have access to: 
      • Role permission 
      • Groups 
      • Resource folders 
      • Playlist folders 
         
   3. Click Confirm once all desired items have been selected. 
       
5. The new role is added to the list. The Users column shows the total number of users assigned with the role.

Manage roles

Once you have the roles ready, the following actions become available:
 

Over time, you may end up with a large list of roles. Use the following tools to manage the list:
 

Assign roles to users

Start assigning users to the created roles. To assign roles to users under the Role section, perform the following:

1. Click the  .Settings icon on the top toolbar.
2. Click the  .  Permissions option.
3. Click the  . Roles icon. 
    
4. On the table of roles listed below: 
   1. Locate the role to update. 
   2. Hover over the row of the target role.  
   3. Note the icons at the end.
      
       
5. Locate and click the  .Add users icon at the end of the row. This will open the Assign Role dialog, which presents a list of all the users in your entity:
   1. Select the users you want to assign the selected roles.
   2. Click Confirm once all desired users have been selected. 
      
       
6. The users are added to the role. The Users column should update to reflect the total number of users assigned with the role.

Note the following behavior of the the Assign Role dialog:

• Click  . and type a few characters. Manager will return user names that contain the characters provided. To reset the search, click  ..
• The value of the Selected label indicates how many users you have already selected, regardless of location. To reset the number and start over, click Cancel.

To set permissions for individual users, use the User tab of the Permission section.

1. Click the  .Settings icon on the top toolbar.
2. Click the  .  Permissions option.
3. Click the  . User icon.
    
4. The table below presents a list of all the users in your entity. Use the Name and Email columns to locate the user whose permissions need to be set. On this table: 
   1. Locate your target user. 
   2. Hover over this user's row.  
   3. Note the icons at the end.
      
       
5. At the end of the row, locate and click the  .Edit icon of the target user to open the Edit Permissions dialog:
   1. Individually specify permissions that this user should have access to: 
      • Role permission
      • Groups
      • Resource folders
      • Playlist folders
   2. If you just want to apply a predefined set of permissions, click the Role dropdown and select a role. Note that this will override any custom permissions recently set.
   3. Click Confirm once all desired permissions have been set. 
      
       
6. Manager applies the changes immediately.

Video guide

For a quick visual walkthrough, see the video below: