How do I create and assign a Custom Role?

All Vidigami users are assigned a role, but Administrators can also create and assign new Roles as needed.

Administrators can create Custom Roles with any combination of role-permissions, which can then be assigned to one or more users.
 
1. TO CREATE A CUSTOM ROLE:

Go to the Vidigami Admin area:

assign_custom_role_01_admin-2


In the Roles tab, click on "CREATE A CUSTOM ROLE":

CUSTOM_ROLES_01_roles_tab


In the "Create Custom Role" pop-up, enter a name for the new Role, choose the closest equivalent Role type from the pull-down, then click on "CREATE". (This is just to start the process.):

CUSTOM_ROLES_03_pop-up_pull-down


From the updated Custom Roles list, locate and click on the new Role name to expand and display the permission feature options:

CUSTOM_ROLES_04_custom_role_created


Check / un-check the permission features that you want to apply to this Role, then click "SAVE":
CUSTOM_ROLES_05_edit_custom_role_permissions


Role Permissions are defined as follows:
Apply Context Tags
User can add keywords to media.

Full Download

User can batch-download original photos.
Upload Video User can upload video segments up to 5-minutes.
Manage Media User can edit uploaded media and reported media within the organization.
Manage Users User can add and edit users in the organization, invite and un-invite users, update user relationships, import and export user lists, manage roles, manage integrations, and access individual user's space.
Upload Media User can upload media based on supported formats.
Public Sharing User can make a Collection Slideshow accessible via a public URL.
Basic Download User can download media individually.
Batch function is not enabled.
Embed Videos User can embed Vimeo and Youtube videos.

Manage Content

User can edit content published in all organizations. This includes access to every Page within the organization, every Collection that is shared on a Page, edit/delete Pages, edit/delete Events, edit/delete Shared Collections, remove Shared Collections from Pages, remove media from Pages, Collections and Events, delete Posts from Pages, create/edit/merge/delete Categories and manage Collaborators for Pages and Collections.
Manage Organizations User can manage all organizations belonging to the Parent Organization. This includes ability to edit an individual organization, view insights for the organization, manage groups, rollover users and their affiliations within the organization.
Create Collections User can Create Collections.
Create Pages User can Create Pages.
View & Tag User can access Vidigami, receive standard notifications, follow Pages, save media, and report media.
 
2. TO ASSIGN THE NEW CUSTOM ROLE TO USERS:
In the Vidigami Admin area, click on the "USERS" tab to display your Users List:
assign_custom_role_02_user_list-1

Select the names of the users who will receive the new Role, then click on the "Change Role" option at the top right:
assign_custom_role_03_select_user_change_role

The "Change Role" pop-up will appear. (NOTE: A newly created Custom Role may take up to 5-minutes to show up in the dropdown to apply to users.) :
assign_custom_role_04_change_role_pop-up
 
In the pull-down menu, locate and select the Custom Role that you want to assign, then click "CHANGE":
assign_custom_role_05_custom_role_pull-down
 
The updated Role changes will now be reflected in the User List:
assign_custom_role_07_role_successfully_assigned