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Roles and Permissions

Learn about BrandCast's role-based access control system.

Overview

BrandCast uses roles to control what users can access and modify. Each user is assigned one or more roles that determine their permissions.

Role Types

Account-Level Roles

Apply to your entire account across all stores:

ACCOUNT_ADMIN

  • Full account control
  • Manage billing and subscription
  • Add/remove users
  • Access all stores
  • Modify account settings

ACCOUNT_MANAGER

  • Manage content across all stores
  • Create and edit layouts
  • Configure displays
  • Add integrations
  • Cannot modify billing or add users

ACCOUNT_VIEWER

  • View-only access to all stores
  • See displays and content
  • Cannot create or edit anything
  • Useful for stakeholders

Store-Level Roles

Apply to specific stores for granular control:

ADMIN

  • Full control of assigned store(s)
  • Manage users for the store
  • Create/edit layouts and content
  • Configure displays

MANAGER

  • Create and manage content
  • Edit layouts and displays
  • Upload media
  • Configure integrations
  • Cannot add users

VIEWER

  • View-only access to store
  • See displays and schedules
  • Cannot create or edit content

DISPLAY_OPERATOR

  • Limited access for display management
  • Register displays
  • View display status
  • Cannot edit layouts or content

Role Assignment

Assigning Roles to Users

When inviting a user:

  1. Go to SettingsUsersInvite User
  2. Enter email and name
  3. Select role:
    • Choose account-level role for full access
    • OR choose specific stores and roles per store
  4. Click Send Invitation

Changing User Roles

  1. Go to SettingsUsers
  2. Click on user name
  3. Update role selection
  4. Click Save Changes

Changes take effect immediately.

Permission Matrix

ActionAccount AdminAccount ManagerManagerViewerDisplay Operator
Manage billing
Add/remove users
Create layouts
Upload media
Configure displays
Register displays
View content
View analytics

Multi-Store Permissions

Users can have different roles in different stores:

Example:

  • User A: Admin for Store 1, Manager for Store 2, Viewer for Store 3
  • User B: Manager for all stores (Account Manager role)
  • User C: Display Operator for Store 1 only

Setting Store-Specific Roles

  1. Go to user profile
  2. Under Store Access, click Add Store
  3. Select store and role
  4. Click Add
  5. Repeat for additional stores

Best Practices

Principle of Least Privilege

Give users the minimum access needed:

  • Start with Viewer role
  • Upgrade as responsibilities increase
  • Review permissions regularly

Common Setups

Small Business (1-3 stores):

  • Owner: Account Admin
  • Manager: Account Manager
  • Staff: Display Operator

Multi-Location Retail:

  • Corporate: Account Admin
  • Regional Managers: Admin for their region
  • Store Managers: Manager for their store
  • Staff: Display Operator

Franchise Model:

  • Franchisor: Account Admin
  • Franchisees: Admin for their store only
  • Corporate Marketing: Account Manager

Security

Access Reviews

  • Review user list monthly
  • Deactivate unused accounts
  • Verify role assignments quarterly
  • Audit Admin access semi-annually

Account Protection

  • Use strong passwords (minimum 8 characters)
  • Enable two-factor authentication for Admins
  • Never share account credentials
  • Log out after each session

Next Steps