Roles & Permissions

Roles & Permissions

Roles control what a member can see and do. Assign the role that matches what someone actually needs, so you give access without over-permitting.

The Five Roles

There are five roles in the system. Four are customer-assignable; one is staff-only:

Role	Level	Description
Owner	Account	Full control of the account, including billing, settings, and team management. Shown as Account Owner when you assign it.
Manager	Store	Manages content, displays, and schedules for their store(s). Shown as Store Manager when you assign it.
Viewer	Store	Read-only access to content, displays, and schedules. Shown as Store Viewer when you assign it. This is the default role for new members.
Brand Partner	Brand	A brand-scoped role for external marketing partners (agencies, corporate brand managers). Access is limited to the brand library they are associated with — no store access.
BrandCast Staff	Platform	An internal BrandCast-employee role with platform-wide access. Not assignable by customers. It does not appear in your Team list or invite dialogs.

In the Team list the role appears under its short name (Owner, Manager, Viewer, Brand Partner). In the Invite and Add dialogs the same roles appear with their fuller labels (Account Owner, Store Manager, Store Viewer, Brand Partner).

BrandCast Staff role: This role exists in the system for BrandCast support and engineering staff. It has full platform access and is never assigned to customers. You cannot create or remove it from your account.

Role Details

Owner

The account-level role with full control:

• Manage billing and subscription
• Configure account settings
• Invite, add, edit, and remove members
• Change any member’s role
• Full access to content, displays, and schedules

Important: An account must always have an Owner. Make sure ownership is transferred before removing the current Owner.

Manager

Day-to-day operations for the store(s) they’re assigned to:

• Create and manage content
• Configure displays and schedules

Viewer

Read-only access — best for stakeholders, reviewers, or anyone who needs visibility without the ability to change anything. New members default to this role.

Brand Partner

A brand-scoped role for external marketing partners — agencies, corporate brand managers, or content providers. Brand Partners can view and manage the brand library for the brand(s) they are associated with. They have no access to store operations, displays, or layouts.

Choosing the Right Role

User type	Recommended role
Account owner / administrator	Owner
Store or operations manager	Manager
Stakeholder needing visibility	Viewer
External brand collaborator	Brand Partner

Principle of least privilege

Give members the minimum access they need:

• Start with a lower role (Viewer)
• Upgrade only if needed
• Review roles periodically and remove access for people who have left

Changing a Role

1. Open Account → Team.
2. Click the pencil (Edit) icon on the member’s row.
3. In the Edit Member dialog, choose a new Role.
4. Click Update User.

Role changes take effect immediately. When you downgrade a member, they lose access to anything above their new role right away.

Troubleshooting Permissions

A member can’t access a feature

1. Check their current role in the Team list.
2. Confirm the feature requires a higher role than they have.
3. Edit the member and upgrade their role if appropriate.

A role change didn’t take effect

1. Have the member sign out and back in.
2. Verify the change was saved (the new role shows in the Team list).

What’s Next?

• Team Management - Manage your team
• Inviting Users - Add new members