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 group, and limited user roles such as Builder, Viewer, Moderator, and Analyst.

Screen Shot 2023-08-15 at 12.43.16 PM.png

User Roles & Permissions Overview 

The platform offers nine user roles to accomodate every team member, including outside vendors. Users with limited access roles can be added to project groups to allow access to specific projects as opposed to all projects in the channel (default). To learn more about project groups, check out our article here

Owner: Full access to all projects and functionality with ability to add other users to the channel. Only one team member can own the channel. 

Admin: Full access to all projects and functionality with the ability to add other users to the channel. 

Builder: Full access to all projects and functionality without the ability to add other users to the channel. Intended for developer use. 

Group Admin: Partial access admin role. Maintains access to all projects and functionality, but cannot create new groups or add other users to the channel. 

Editor: Limited access role with the ability to access, edit, and publish projects. 

Viewer: Limited access role with the ability to view projects only. Cannot edit or 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.  

Audience Manager: Limited access role with the ability to view and manage Audience Lists. 

Producer: Limited access role with the ability to view the project and access the Greenroom. Cannot edit or publish projects.

User Permissions.jpeg

Adding New Users to the Channel 

To add a new user to your channel, select settings tab in the top navigation:

Screen Shot 2023-08-15 at 12.23.26 PM.png

Next, navigate to the "Admins" tab on the lefthand side the page and select the "+ Add" button: 

Screen Shot 2023-08-15 at 12.24.45 PM.png

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 (Owner, Admin, Builder or Group Admin), make only one selection. 

If selecting a limited access role, select at least one. Limited access users can have multiple roles assigned to them. 

Screen Shot 2023-08-15 at 12.29.00 PM.png

Once permissions are selected, review and click "Invite":

Screen Shot 2023-08-15 at 12.29.17 PM.png

Your new user will appear in the Admins tab:

Screen Shot 2023-08-15 at 12.29.42 PM.png

The new user will receive an email inviting them to create an account:

new_account_email_.png

Changing or Removing User Permissions 

To change or remove user permissions, follow the steps above to navigate to the User Management tab. 

Then, select the dropdown arrow under the "Role" column for the user you wish to update:

Screen Shot 2023-08-15 at 12.32.27 PM.png

A new modal will appear to toggle each role on or off. 

To remove a user's access completely, simply toggle all roles off. 

Related Articles 

Top