Creating Users

User Access Levels - Partner portal vs Client portal

Users Assigned to Partner (Network Owner) portal

Partner System-Level Administrators

Partner Portal-Level Users

Created by Partner Portal-Level Administrators Administrators who have Access Network Member privilege Can access multiple member portals Manage Network/Partner system Can create administrators and users at three levels: Network-wide administrators Partner portal-specific administrators and users Member-specific administrators and Users

Created by Partner Portal-Level Administrators Administrators who do not have Access Network Member privilege All other users in the Partner portal at or below Technical Manager level Cannot access multiple member portals Manage only Network Owner/Partner portal Can create administrators and users at two levels: Network-wide administrators Partner portal-specific administrators and users Cannot create Member-specific administrators and users

Users Assigned to Client (Network Member) portal

Client Portal-Level Administrators	Client Portal-Level Users
Created within a specific member workspace by Partner System-Level Administrators or Client-Level Administrators Cannot access multiple member portals Administrator level users in the Client portal Manage only Network Member/Client portal Can create administrators and users at two local levels: Client Portal-Level administrators Client Portal-Level users	Created within a specific member workspace by Partner System-Level Administrators or Client-Level Administrators Cannot access multiple member portals All other users in the Client portal at or below Technical Manager level Manage only Network Member/Client portal Cannot create any administrators or users

Creating a Partner User

Who can do this: Partner System Administrator or Partner Portal Administrator

Steps:

1. Go to Settings > Users
2. Click the (Add) icon
3. Fill in the mandatory (marked by ) information:
   • Name : Display name
   • Email - Login username
   • Language - Display language for the user
   • Role - Permission level (Administrator, Content Manager, etc.)
4. Can access network members - Toggle this option to enable Administrator level users to navigate Network/Partner system
5. Optional settings:
   • Password - Optional. Users receive a registration email to set their own password.
   • The rest of the form details are optional
   • Learn more: User Menu
6. Click Save

Creating a Member User from Partner Portal

Who can do this: Partner System Administrator only

Steps:

1. Go to Network > Users
2. Click the (Add) icon

3. Fill in the mandatory (marked by ) information:
   • Name : Display name
   • Email - Login username
   • Language - Display language for the user
   • Role - Permission level (Administrator, Content Manager, etc.)
   • Members - Select the Member/Client portal for this user
4. Optional settings:
   • Password - Optional. Users receive a registration email to set their own password.
   • The rest of the form details are optional
   • Learn more: User Menu
5. Click Save

Creating a Member User from Client Portal

Who can do this: Partner System Administrator who switches to Client portal and Client portal-level Administrator

Steps:

0. Partner System Administrator switches to Network Member. Client-level Administrator no action required
1. Go to Settings > Users
2. Click the (Add) icon
3. Fill in the mandatory (marked by ) information:
   • Name : Display name
   • Email - Login username
   • Language - Display language for the user
   • Role - Permission level (Administrator, Content Manager, etc.)
4. Optional settings:
   • Password - Optional. Users receive a registration email to set their own password.
   • The rest of the form details are optional
   • Learn more: User Menu
5. Click Save

When to Use Each Method

Use Partner Portal > Settings option when:

• User needs to manage Partner system or Partner portal
• Created user is a network administrator or partner portal user

Use Partner Portal > Network option when:

• User needs to manage Partner system
• Centralized user management needed
• Created user is part of a Member portal

Use Client Portal > Settings when:

• Not recommended for Partner system managers. Use Partner Portal > Network option instead to avoid switching between members.
• User only needs access to one location
• Location manages their own staff
• Standard operational users (content editors, view-only, etc.)

Quick Reference

Access Level Summary

User Level	Portal Access	Can Create Users	User Management Scope	Network Navigation
Partner System Administrator	Partner Portal + All Member Portals	Network-wide admins, Partner portal users, Member-specific users	Full system access	Yes (with Access Network Member privilege)
Partner Portal User/Admin	Partner Portal only	Network-wide admins, Partner portal users	Partner portal only	No
Client Portal Administrator	Assigned Client Portal only	Client portal admins, Client portal users	Single client portal only	No
Client Portal User	Assigned Client Portal only	Cannot create users	Single client portal only	No

User Creation Methods by Location

Creation Method	Who Can Do This	Best For	Notes
Partner Portal > Settings	Partner System/Portal Admins	Partner portal users, Network administrators	For Partner system/portal management
Partner Portal > Network	Partner System Admins only	Member portal users	Centralized member user management
Client Portal > Settings	Partner System Admins (after switching), Client Admins	Single-location users	Not recommended for Partner admins - use Network option instead

Common Roles

Role	Access Level	Typical Use Case
View Only	Read-only access to content and schedules	Stakeholders, reviewers
Content Editor	Create and modify content (requires approval to publish)	Content creators
Content Manager	Full content control including publishing	Content team leads
Technical Manager	Device and system configuration	IT staff
Administrator	Complete system access	System administrators

Learn more: User Roles and User Creation