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A user role defines a set of permissions for users to perform a group of tasks. By default, there are 4 roles: Admin, Manager, Editor, and Operator.
The first registered user is assigned as the Admin, who has access to everything in the account. The remaining 3 roles can be assigned to other users by the Admin.

A. Defining the permissions of a role

1

Open Settings and select the Roles tab

In the Pickcel console, open the Settings module and select the Roles tab. The Manager, Editor, and Operator roles appear as cards on the left, each with a short summary of what it is for. Click a role to see its permissions.
Settings Roles tab showing Manager, Editor, and Operator role cards with a permissions matrix
2

Click Edit Role and set permissions

Click Edit Role. The permissions matrix becomes editable: for each feature (Screen, Media, Composition, Layout, Schedule, Apps, QuickPlay, Reports, Device Profile), tick the View, Add, Update, and Delete checkboxes you want to allow for that role. Click Update Role to save.
Edit Role view with a permissions matrix of View, Add, Update, and Delete checkboxes per feature

B. Assigning a role to a user

You assign a role when you add a user. Each user belongs to a role and at least one group.
1

Open the Users tab and click Add User

In Settings, switch to the Users tab and click Add User.
Settings Users tab with the Add User button
2

Enter the details and select a role

In the Add User dialog, enter the User name, User email, and Password, then choose the role from the Select role dropdown (Manager, Editor, or Operator). Tick at least one Group so the user has access.
Add User dialog with the Select role dropdown and group selection
3

Click Add User

Click Add User to save. The user is created with the role and permissions you defined.
That’s a wrap. You have successfully set a role’s permissions and assigned a role to a user.

What’s Next?

  • Learn how to create sub-users and assign them to a group in Sub Users
  • Restrict what each user can see with Groups