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How to Create, Edit, or Delete a Role

Roles let you control what each user can access inside the Sardius Control Panel. This makes it easy to give team members only the tools they need—for example, moderators may only need Chat access, while others may need full event-management features. You can create custom roles with specific permissions and assign them to individual users.

 

Helpful Tip: There are three built-in roles you can assign to users—Owner, Admin, and Editor. These default roles don’t appear in the Custom Roles list but are available when choosing a role for a user.

For a breakdown of the Owner, Admin, and Editor roles, click here


To get started customizing Roles for your organization’s needs, begin by clicking on the Settings wheel to access Roles

Next, select Roles from the Dropdown Menu. 

Now, you are able to create a New Role for your organization by clicking on New Role

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Roles.png

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Next, create the Title of your new Role by adding text in the field

Add a Description of your Role.

Click the Create button to create the new Role

Note: The Role ID will be automatically generated upon creation. 

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💡For ideas for Commonly used Customized Roles and Permissions Levels. Click Here


Next, select your Permissions levels for the desired features by using the Toggle on option to grant Full Access or Customize permissions, when that option exists.

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  • Admin Users: Grants the Role permission to administer other users on the account.
  • Assets: Grants permission to view and manage assets in the account. You can also grant custom access to Assets by limiting to one or more categories. Please contact Sardius Support to determine what queries would work best for your specific needs here.
    • Transcriptions: Grants permission to generate and access transcriptions and metadata created by our VOD Transcriptions or Sardius AI Discover.
    • Allow features requiring AI Tokens: This must be enabled to spend tokens for Sardius AI products. Transcriptions permissions must also be enabled. 
  • Bios: Give the ability to create, manage, and delete Bios
  • Categories: Give the ability to create, manage, and delete Categories, Series, Albums, and Shows
  • Clipping: Allows the Role to utilize the clipping tool. Custom or Full Access to Assets must be enabled.
  • Feeds: Give the ability to create, manage, and delete Feeds
  • Pending Events: Give the ability to create, manage, and delete forms and requests relating to Pending Events. 
  • Players: Give the ability to create, manage, and delete Custom Players
  • Player Stats: Give the ability to view Player and Asset Analytics. This also allows users to see Media History in Viewer Management.
  • Places: Give the ability to manage Sardius Places.
  • Polls: Give the ability to create, manage, and delete Polls. This permission does not give the user access to a channel's chat moderation page in order to trigger polls. This Role will need channel-specific Chat access on the given channel as well.
  • Products: Give the ability to create, manage, and delete Tickets and Coupons. This also grants the ability to see all transactions and transactions history in the Viewers library.
  • Streams and Devices: Gives the ability to pair and delete Devices, set up stream defaults for a channel (if given access to the channel), and manage Stream Outputs such as Facebook pages and YouTube channels.
  • Viewers: Give the ability to create and delete Viewers along with limited management options. Registration tech support roles often benefit from combining Viewers, Player Stats, and Products to see all available Viewer information.
  • Channels: You can grant the ability to not see channels, see all channels, or limit access to certain channels. If Custom access is desired, you can provide specific access to certain channels and abilities. 
    • No/Full: Give No or Full Access to a Channel.
      • If FULL is selected, the user will have full access to that channel within the bounds of the Role's Permissions settings.
      • If NO is selected, you can customize permissions for the channel using the below options.
    • Chat: gives access to the Chat Admin area for moderation of a channel's events.
    • Overlays: grants permission to trigger Player overlays during an event. 
    • Sponsors: grants permission to create and manage Sponsors and the Sponsors Hall for the Channel, when enabled on an account.
    • Calendar: grants access to a channel's Calendar for creating/editing events.
    • Voice: grants access to the Sardius Voice feature, when enabled on an account.
    • Rooms: grants access to the 2-way video Rooms feature, when enabled on an account.
    • Channel and Experience Settings: grants edit access to Channel & Experiences Settings. Users who have this role will be able to edit any content on your site.
    • Stream: grants permission to monitor the streaming device, the stream status page, and manage outputs during a live stream.

Select Update Role when finished. You can update or Delete the Role later, if necessary. 

Editing a Role

There may be times when you need to edit a role (ie. to give more permissions or restrictions to a group of team members) or delete a role. The process is easy to do that. 

From the Roles area of the Sardius Control Panel, you will see the list of existing Roles. To Edit or Delete a Role, simply click on the one you want to edit 

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This will open up the window with the specific permissions for that Role. 

After making any of the desired adjustments, be sure to click the “Update Role” in the bottom right-hand corner.

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Deleting a Role

You can also Delete a Role from this detailed permissions window as well. 

Simply click on “Delete Role” to do so. You will then see a confirmation window confirming that you want to delete the role. Click “Yes, delete role” when prompted. 

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Helpful Tip: If you delete a Role that current users have been given access to, it could cause issues with them gaining access to the Sardius Control Panel if they have not been assigned a different Role.

💡For ideas of Commonly used Customized Roles and Permissions Levels. Click Here