New Feature: User Roles & Permissions

We’re so excited about the launch of our newest feature User Roles and Permissions. This new addition will allow Superusers to be able to set certain sports categories, custom templates, and even editing abilities for each of their sub-users.

For a video run-through on how each of these permissions works take a look at the tutorial video to the left.

We’re also going to break it down step-by-step right here in black and white. So read on…

Users will be able to find the User Roles category at the very bottom of the Team page.

Each account automatically comes with two “Roles” Superuser and Default. The Superuser role is going to be automatically applied to the account holder. The Default role will be automatically assigned to every other sub-user and any additional sub-users who are added in the future.

Let’s start by adding a role.

Once you’re on the roles section. Click on “Add Role”. Then, write a descriptive name for the role and click “Add”.

Once you’ve added that role, you’ll want to set the permissions. Expand the role via the little arrow on the right-hand side. Then, we’ll talk about all of the different permissions.

The first option “Restrict Template Sports” will allow you to determine if this role will have access to all Sports Categories for templates or if you want to restrict them to certain sports. If, you want the user to have access to all templates then leave this toggled off. To restrict a role to certain sports; first, toggle on the restriction. Then, a new option will appear for you to select which sports you would like to add. From the drop-down menu select each sport you’d like them to have access to. Only templates tagged with that sport will show up for this role in the Standard template list, on the dashboard, and even in SlideStories. If you would like for a role to not have access to any templates in the standard list then do not select any sports and the user will not be able to view the Standard template list. (You would do this if you’re only allowing the sub-user to use Custom Templates created by you. More on this momentarily.)

Now, let’s discuss the Custom Template restrictions.

The default case for Custom Templates is that sub-users will be able to view and use them, as well as save over what you’ve created, and make their own custom templates and folders. This is the case for roles who you will want to have full control of the Custom Templates you’re making; like a designer, possibly.

The restriction “Use Custom Templates” will allow you to determine whether or not they’ll be able to see Custom Templates at all. If you have a user who wants to do their own thing and you’re okay with it or you do not want them to see your work then you could toggle this off so they won’t have access to any Custom Templates, or even able to make their own.

The next restriction “Manage Custom Templates” is going to allow you to determine whether or not the role can save over/edit and delete or rearrange your Custom Templates. If you’re creating a role that you want the user to simply be able to view and use, but not alter the Custom Templates then you would want to toggle this off. This makes sure that this role can not Save, Save as, or Delete any Custom Templates that you’ve created.

Next, “Manage Custom Template Folders”. If you do not want a user to be able to add their own folders or delete any of the folders you’ve created then you will want to toggle this off. The restriction will make sure that this role can not alter your Custom Template Folders in any way.

Restrict Custom Template Folders. This next restriction will allow you to only give your sub-user access to certain folders within the Custom Folders page. This will be helpful if you are pre-creating graphics for sub-users. You’ll want to create a folder in the Custom Templates main page, name it appropriately and place the templates you’ll want this user to have access to within that folder. Then, you’ll want to make sure this permission is toggled on. Once it is you’ll be able to select which Custom Template Folders you’ll want this role to have access to via the dropdown menu next to Allowed Custom Template Folders.

Once you’ve customized your role you’ll want to click Save Changes. You can make edits whenever you like, as well as, rename the role, and delete the role altogether.

The final thing you’ll need to do is assign the roles you’ve created to your sub-users. Scroll up on the team page to User Accounts then click on the expansion arrow of the user you’d like to assign a role to. You’ll see a User Role setting which will be Default if you’ve never changed it. Select the drop-down arrow and select the role you’d like this user to fall under.

That’s it!

A few comments to remember:

If you set up a role that only allows a user to see a Custom Template Folder that you’ve created when they click “Create A Post” it will take them directly to the Custom Templates page.

Any templates you save as a Custom Template and do not put into a folder will be available to all of your sub-users. This could be helpful if you’re making generic graphics like BIrthdays or Player of the Weeks. If you would like some specific Custom Templates that only you (the SuperUser) can see then you’ll need to put them in a Custom Template Folder and make sure your role has access to it and no other roles do.

The Manage Custom Templates restriction will not allow your sub-user to save any custom templates of their own, but they will still have access to Drafts.

If you add any new Custom Template Folders you’ll need to go back to your roles and give them access to that folder on the “Allowed Custom Template Folders” if you want them to be able to view it. Subsequently, if ScoreShots adds any new sports categories you’ll have to update that as well for your roles, but we’ll make sure to send out notification of any new additions!

Finally, just because you create a Custom Template for a sub-user they still have access to all of the design tools when editing their template. So, there still is the risk of them being able to alter what they’re going to publish. The Custom Templates restrictions are simply giving them a good place to start.