How to setup a Custom Role?

There are several opportunities to customize the access a user has in your Account. These setting can be found under the "COG" icon (upper right-hand corner) > Manage Users & Access:

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Click on the "Roles & Permissions" tab then click Add Role:
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You'll be able to name your custom role as well as give it a description. Next, you'll choose the level of access this role will have.

You can create a customized role or use any of our pre-defined roles to further modify to your specific needs:

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You'll find definitions for each System Permission here:

  • Summary Demolytics - user can view the Summary Demolytics for their assigned Group, or Company-wide if unassigned
  • Sales Accelerator
    • Create DemoBoard - users can create unique, personalized DemoBoards to be sent to prospects
    • Track DemoBoards - users will be able to view a list of all DemoBoards they've created as well as DemoBoards they have been added to the Tracking & Notifications list (great for helping Sales Reps follow up with those who have/haven't viewed the demo)
    • Sales Demolytics - users can view the Sales Demolytics for their assigned Group, or Company-wide if unassigned
  • Marketing Accelerator
    • Get Public Link - users will be able to create a Public Link (which enables the Lead Collection Form to appear within the demo
    • Qualified Leads - users can see all leads generated by Public Links for demos they have access to
    • Marketing Demolytics - user can view the Marketing Demolytics for their assigned Group, or Company-wide if unassigned
  • Demo Management
    • Manage Demos
      • Access Manage Demos - users can preview what demos they have access to send to prospects (recommended for Sales Users)
      • Edit Organization Demos - users have the ability to edit/change other user's demos as long as they're set as an Organization Demo by the Demo Creator
      • Manage Organization Demos - users have the ability to copy, archive, delete Organization Demos
    • Create Demos
      • Single Video Demos - users can create their own Single Video Demos
      • Standard Demos - users can create their own Standard Demos
      • Advanced Demos - users can create their own Advanced Demos
    • Demo Access - users have the ability to dictate which teams, groups, divisions, or specific users will have access to the demos within the Manage Demos section
    • Screen Recorder - users will be able to download the Screen Recorder through our partnership with Screencast-O-Matic
  • Admin
    • Groups - users can create Groups (Divisions, Departments, Teams, Groups) within the system
    • Roles & Permissions - users can create custom roles 
    • Users - users can add, edit, or deactivate other users in the system
    • Account Settings - users have the ability to adjust the Global Settings within the system (dictate sharing functionality, privacy levels, GDPR settings, etc.)
    • Lead Capture Form - users can edit/modify the lead capture form which triggers for "Public Demos"
    • Email Template - users can edit/modify the email template for New Leads
    • White Label - users can set up White Label capabilities
    • Global Demo Footer - users can add a message/text on the demoplayer which will appear on all demos created in the system
    • Integrations - users have access to set up an integration within the system
    • Mail Merge - users have the ability to create a mail merge link for email blast campaigns
  • Account Profile - users can adjust the name of their system as well as add a Logo

 

**It's important to remember that these roles you're creating will not affect what demos the users have access to. This will need to be dictated by what Group the users are assigned to.**

 

There are almost unlimited opportunities to create custom roles for users. Simply remember to name them in a way that makes it intuitive to add the role to other users. There is no limit to the number of Custom Roles you have within the system so enjoy and happy demoing!