Custom User Roles

In Heed, you have the flexibility to create custom roles, allowing you to fine-tune the permissions and access levels for users within your organization. This knowledge base article will guide you through the process of creating custom roles in Heed, ensuring that you can tailor the platform to meet your specific requirements.

Understanding Built-in Roles

Heed comes with four built-in roles that have predefined permissions:

1. Admin: This role holds the highest level of access and control within Heed and cannot have its permissions modified.
2. Manager: This role is designed for overseeing operations and managing content but cannot alter its permissions.
3. Content Creator: Content Creators are responsible for generating and uploading content, and their permissions are also fixed.
4. User: Users have standard access rights and cannot have their permissions adjusted.

Creating custom roles

To create custom roles in Heed, follow these steps:

1. Admin Role Requirement: To create custom roles, you must have the Admin role assigned to your account.
2. Access Role Management: Log in to your Heed account, and navigate to the role management section, typically found in the settings or admin area.
3. Create a New Role: In the role management section, you will find an option to create a new role. Click on it to initiate the process.
4. Define Permissions:Give your custom role a name and then select from a range of permissions to tailor the role's access to your specific needs. These permissions include:
   • View All Users
   • Manage Users
   • Manage Channels
   • Edit Heed Preferences
   • Edit Profile
   • View All Workflows
   • Manage Workflows
   • Send All Heed Types
   • View All Channels
   • View All Apps
   • Edit Apps
   • Manage Themes
   • Create Desktop
   • Create Screensaver
   • Create Ticker
   • Create RSS
   • Create Survey
   • Create Email
   • Create SMS
   • Create Lockscreen
   • Create Fullscreen
   • Manage Templates
   • Create Digital Signage
   • Create Newsletter
   • Create Wallpaper
5. Save and Assign: Once you've defined the permissions for your custom role, save it. You can now assign this role to users within your organization as needed.

By creating custom roles in Heed, you have the power to customize access levels and permissions, aligning the platform with your organization's unique requirements. Whether you need to manage content creators, oversee channels, or fine-tune user access, Heed's custom roles give you the flexibility to tailor the platform to your needs.

The Default Role

The default role is the role which is automatically assigned to a user when they invited or sign up and if OnPremise users when they are created by an Active Directory Sync. 

You can only set the default role as the built in User role or a custom role. To change the default role, follow these steps:

1. Open the Admin Portal and navigate to the Settings > Roles page.
2. Under the Default Role selection click on the drop down and select your required default role. 
3. Then click Save.

Existing users will not be altered, this change will only apply to newly created users.