Custom Roles

1. Enter the name and description of the custom role.

   Name	Enter the name of the custom role.
   Description	Provide a description of the the custom role. (optional).

2. Menu-based Permission Settings

   Select"View"or"Edit"permissions for each page.

   Pages without assigned permissions will not be visible to the administrator.

   View Grants permission to access and view the specified menu.

   Edit Grants full access, including viewing, modifying, and registering data for the specified menu. If no option is selected, the menu will not be visible.

   Workspace	Workspace Settings
   Accounts	Seat
   	Admin
   	Custom Roles
   	Group Settings
   Basic Settings	Send SMS
   	Customization
   	Add Logo
   	Intro Ad Video
   	Service Review Widget
   	API KEY
   Video	Video List
   	Return List
   Video Message	Bulk Messaging
   	Sending Status
   	Delivery Status
   Feedback	Check Impressive Reviews
   	Check Q&A
   Order	Order Information List
   	Upload Excel Order List
   Statistics	Seat
   	Video Message
   	Intro Ad Video
   	Share Count
   Billing	Plan
   	Points

3. Viewing Range of Videos and Order Information

   Set access permissions for Recoding, Returns, Orders, and Bulk messaging. For detailed guidance, refer to the Custom Role Usage Examples below.

   All	View all information. (Used when providing department managers within a company unrestricted access to all videos or order information.)
   Specific	View only the information specified through the "Administrator ID" in order details. (Used when granting a specific manager access to only a portion of videos and order information within a logistics center.)
   Group	View only the information created by members of the same group. (Used when independently managing videos and order information within separate clients or centers.) (Videos and order information recorded within a group can only be accessed by administrators of the same group.)

   To view videos and order information, "Information Access Permissions" alone are not sufficient.

   You must also have View or Edit permissions for the following menus:

   • Video List

   • Order List

   • Bulk Messaging

1. Invite a new administrator account or select an existing administrator to assign permissions.

2. In Roles > Custom Roles, select the role you created.

Example 1: Managing Video Recording and Delivery for Clients by 3PL Workers

3PL companies can assign specific workers to record videos for designated clients. Each client can log in with an administrator account to view only their own videos and send them to customers either individually or in bulk.

1. Set Information Access Restrictions in Custom Roles

   • Set the information access scope to "Group."

2. Configure Menu Access Permissions in Custom Roles

   • Grant "View" and "Edit" permissions for [Video → Video List, Returns List] , [Video Message → Bulk Messaging]

3. Assign Custom Roles

   • In Accounts → Admin, assign the created custom role to the client’s admin account.

Example 2: Department Managers Viewing All Videos and Order Information Without Restrictions

Custom roles can be configured to allow department managers, such as the CS team and Logistics team, to access all videos and order information without restrictions.

1. Set Information Access Restrictions in Custom Roles

   • Set the information access scope to "All."

2. Configure Menu Access Permissions in Custom Roles

   • Grant "View" and "Edit" permissions for [Video → Video List, Returns List] ,[Video Message → Bulk Messaging] ,[Order → Order List]

3. Assign Custom Roles

   • Assign the created custom role to the client’s admin account in Accounts → Admin

Example 3: When you want to show a specific manager some footage from the logistics center and order information:

In cases where only a specific manager should have access to certain footage and order information within the logistics center, you can assign the manager's ID to the order information and configure permissions for viewing or managing it.

1. Set Information Access Restrictions in Custom Roles

   • Set the information access scope to "Specific."

2. Configure Menu Access Permissions in Custom Roles

   • Grant "View" and "Edit" permissions for [Video → Video List, Returns List] , [Video Message → Bulk Messaging]

3. Assign Custom Roles

   • Assign the created custom role to the client’s admin account in Accounts → Admin

4. Upload Excel Order List

   • When uploading an Excel order file, add the client’s admi email address in the "Admin Account ID" field.

   • View Detailed Guide on Excel Order Upload

Example 4: Customer Service (CS) Team Managing Customer Reviews

Custom roles can be configured for managers responsible only for handling customer reviews and inquiries.

1. Configure Menu Access Permissions in Custom Roles

   • Grant "View" and "Edit" permissions for [Feedback → Service Review, Inquiries]

2. Assign Custom Roles

   • Assign the created custom role to the CS team admin account in Accounts → Admin