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User Permissions

Learn how to assign role-based permissions for user access

  1. Permission Levels
    1. Media Library Access
    2. Reel Access
    3. Project Access
  2. Managing Users

Permission Levels

  1. At the top navigation, mouseover Users and select Manage Permissions.
  2. From the Manage Permissions screen, click the plus (+) icon to add a new permission role. This will open a new window.
  3. Click into the Permission Name and Description boxes to write a name and optionally a description for the role.
  4. Select the desired Access Type for each section.

Media Library Access

No Access
The user cannot access the Media Library at all.
Search / View Media
The user can only search and view media within the Media Library.
Search / Download MediaThe user can search for, view and download media.
Upload / Manage MediaThe user has full Media Library access.


Reel Access

Configure Reels under Reel Access.

No Access
The user cannot access reels at all.
Create / Send / View ReelsThe user can view, create and send reels that they have created.
Reel Administrator - Access all user reelsThe user has full access to all user reels.


Configure Company Reels under Reel Access.

No AccessThe user cannot access company reels at all.
Copy / Send ReelsThe user can only copy and send company reels.
Create / Edit ReelsThe user has full access to company reels


Switch Shared Reels and Web/API Reels to On or Off depending on what you want this role to have access to.

Project Access

No Access
The user cannot access Projects at all.
Access Project Section
The user can only view Projects that they have been granted access to.
Access Project Section / Create New
The user can view projects they have been granted access to and create new Projects.
Project Administration
The user has full access to Projects.


To edit or delete an existing permission level:

  1. Mouseover the actions (...) menu next to the permission level you want to edit.
  2. Select either Edit Permission or Delete Permission.
  3. Click Save once you have finished editing.

Manage Users

To add a new user:

  1. At the top navigation, mouseover Users and select Manage Users.
  2. Click the plus (+) icon to add a new user.
  3. Input user information (areas marked with an asterisk are required).
  4. Select a User Permission Level.
  5. Click Save.

Upon being added, a confirmation email will be sent to each new user.

To edit, delete or set users to inactive:

  1. Mouseover the actions (...) menu next to the user you want to edit.
  2. Select either Edit User or Delete User.
  3. lick Save once you have finished editing.
  4. To deactivate a user, click Edit, set the status to Inactive from dropdown menu and then click Save.