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

Helpful Permissions Tips

Assets: Custom Access can be used to give specific access to Assets with certain Categories metadata tags. Please contact your Sardius Media Account Manager to determine what queries would work best for your specific needs here. 

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Channels: The default setting is No Access. 

To customize access to your Site, click on the “Select a custom Option” field to see the dropdown menu options. Note: You can select more than one option from the drop-down menu. 

  • Custom Access permission options include:

    • Chat: gives access to the Chat Admin area for moderation of a site’s events.

    • Overlays: grants permission to trigger Player overlays during an event. 

    • Calendar: grants access to a site’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 Experiences Settings: grants edit access to Channel & Experiences Settings. Users who have this role will be able to edit any content on your site.

  • Full Access: Gives Full Access to the site, including ALL of the custom permissions listed above. 

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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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Editing a Role

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