Cloud Signage/Team

Team

Team is where you control who has access to your account, group them into roles, and see what they do inside it.

Overview

Let’s take a quick overview of this page. Click Team in the left panel to open it.

The Team page on the Members tab, with the left panel's Team item and the top section highlighted above the members tableTop section

Top section

  • The top section holds four tabs, a search box and the What’s New button.
  • Search.. can be used to find a member by its name, email or even role.
  • What's New opens the Roles & Teams explanation section.

Members

  • Team section opens on the Members tab, which lists the team members working on this account with you.
  • Each member can hold a different role and access level, under Role Based Access Control (RBAC).
  • The table below carries a heading row: member name, email, role, the date the member was created, and status.
  • Status decides whether the member can log in to this account with the credentials you gave them.
  • The Action column holds three options: view the member (cyan eye icon), edit the member (yellow icon) and delete the member (red icon).
A row on the Members table, with the email blurred and the Status toggle and Action icons outlinedStatusAction

Roles

  • The Roles tab lists every custom role as a card.
The Roles tab, with a card for every custom role and Card View and Create Custom Role above themCard ViewCreate Custom RoleA role, as a card
  • The current roles view is Card View, top right, clicking on it switches the style to Hierarchy View, and + Create Custom Role beside it builds a new role.
The Roles tab in Hierarchy View, with roles nested under the role they report to and a plus or minus beside each nameStyle changed to Hierarchy ViewExpandCollapse
  • Each card carries its permission count, with more colored tags for its other attributes. The + / - beside a role’s name expands or collapses the roles that report to it, depending on who reports to whom, set from each role’s Reports To field.
  • View, Edit and Delete at the foot of the card open, edit or remove that role.

New Member

The New Member tab, with Member Name, Member Email and Password fields above Role Assignment and the Create Member button
  • The New Member tab assigns a role you already created to one or more members, and creates their login credentials at the same time.
  • The details filled in here, member name, email and the assigned role, appear against that member in the Members tab.
  • The password set here is the one the member uses to log in, along with their email, once their account is created. Signing in with that email and password gives them the access their role permits.
  • Clicking Create Member completes the process.

This flow is covered step by step on the Create a New User page.

Logs

  • This section lists the team members’ activities with time stamps.
The Logs tab, with the date range, search, type filter and Export Logs highlighted above the activity table, the email column blurredFiltersTypeMessage
  • The two date pickers set a start and end day, and the list narrows to just what happened in that date range. Set them to the same day, as here, to see one day’s activity only.
  • Search Logs... finds a log by the entries in its Type or Message columns.
  • The All dropdown, next to the search bar, opens the log types below. Select one, and the logs list is filtered to the Type selected.
The log type dropdown open, listing All, Account, Screen, Library, File, Playlist and Group
  • Total Logs, on the left, counts what the current filters return. All is the default, and lists every type.
  • Export Logs downloads the logs currently in view as a CSV file.
ScheduleRoles & Permissions