View only
Sees devices and content, their schedules, and analytics with proof of play. Can share a content preview by URL, and changes nothing.
Roles, permissions and approvals
Digital signage user roles where editors build and managers publish.
Every Wallboard user has one of five roles. They stack, so each role can do everything the roles below it can, plus a little more. Most organizations draw their line between Content Editor and Content Manager. Editors design and change content, and managers decide what goes on a screen.
How it works
From new user to content on screen.
Start low
We suggest giving new users View only, then moving them up until they have what the job needs.
Scope with teams
Add the user to a team to limit which devices, content and files their role applies to.
Editors build
A Content Editor builds content, often from a template, along with playlists and schedules. Fields can be changed later in Quick Editor.
Managers publish
A Content Manager checks the work and assigns it to screens or folders. That assignment is the sign-off.
The five roles.
Content Editor
Creates and edits content and playlists, plus schedules and files. Can’t assign content or edit anything already assigned to a screen.
Content Manager
Can do all an editor can. Also assigns content and schedules to screens, including emergency content, and runs channels.
Technical Manager
Adds devices and device folders, changes device settings, and manages datasources, shared folders and alert rules.
Administrator
Full access to the account. The only role that adds users, creates teams and edits white-label settings.
How sign-off works in the product.
A Content Editor can’t save changes to content that is already assigned to a screen as current, next or emergency content. To update it, the editor duplicates the item, edits the copy and hands it over. A Content Manager reviews the copy and assigns it to the same screens. Anyone from Content Editor up can lock a content item so it can’t be changed until someone removes the lock, and only Administrators can manage or lock the template folders everyone else builds from.
There’s no separate review queue or approval notification in Wallboard today, so agree who checks an editor’s work before a manager assigns it. Teams help here. Put each region’s editors and its manager in the same team and they only ever see each other’s content.
Related capabilities.
Access controls
Teams, interface profiles, login methods and View as, the controls that sit alongside each role.
Everyday contribution
What a Content Editor’s day looks like with Quick Edit and a focused set of menus.
Content and creative
Template folders and brand kits, managed by Administrators and used by everyone else.
Security and governance
SAML single sign-on, SCIM provisioning, enforced two-factor sign-in and activity logs.
Docs and guides.
Bring your org chart to a demo.
Tell us who designs content, who signs it off and who only needs to look. We’ll set up those roles in a demo account with you.