Everyone who signs in to your organization has one of four roles. The role decides what they can see and change. This article lists what each role can do so you can pick the right one.
The four roles at a glance
| Role | In short |
|---|---|
| Owner | Everything, including billing and managing other owners. |
| Admin | Pair screens, manage people and all content. |
| Editor | Create content, schedules and broadcasts. |
| Viewer | Look, but not change anything. |
Each role can do everything the roles below it can.
What each role can do
| Task | Viewer | Editor | Admin | Owner |
|---|---|---|---|---|
| See screens, media, playlists, layouts, templates, schedules, calendars and the brand | Yes | Yes | Yes | Yes |
| Upload and edit media, playlists and layouts | Yes | Yes | Yes | |
| Use templates and save layouts as templates | Yes | Yes | Yes | |
| Add calendars | Yes | Yes | Yes | |
| Choose what plays on a screen or group | Yes | Yes | Yes | |
| Change a screen's name, location, timezone and orientation | Yes | Yes | Yes | |
| Set display hours and the app update ring | Yes | Yes | Yes | |
| Send remote actions and open Live view | Yes | Yes | Yes | |
| Create schedules and send broadcasts | Yes | Yes | Yes | |
| See proof-of-play reports | Yes | Yes | Yes | |
| Pair and remove screens | Yes | Yes | ||
| Create and delete groups | Yes | Yes | ||
| Change the brand kit | Yes | Yes | ||
| Add people, change roles and reset passwords | Yes | Yes | ||
| See the activity log | Yes | Yes | ||
| Change settings, alerts and approval rules | Yes | Yes | ||
| Approve or reject editors' changes | Yes | Yes | ||
| Add or remove owners, or change an owner's role | Yes | |||
| Manage billing | Yes |
Choosing a role
- Viewer suits people who only need to check what's on screen, such as a site manager or a help desk.
- Editor suits people who make content day to day: marketing, communications, reception teams.
- Admin suits the people who look after the screens themselves: IT or facilities.
- Owner is for the account holder. Keep at least two owners so you're never locked out. CompleteVantage won't let you remove or demote the last owner.
Approvals change what editors can publish
If an admin turns on approvals, editors' changes wait for an admin or owner to approve them before they reach screens. Admins' and owners' own changes still go straight to screens. See Turn on approvals.
Working with more than one organization
If you belong to several organizations, you can have a different role in each. Switch between them with the organization menu at the top of the page. See Finding your way around.