Hippo Video provides you with a set of default profiles. With this, you can manage user profiles such as setting up permissions to manage folders, videos, documents, sales pages, campaigns, scripts (teleprompter), reports, etc. Users associated with the profile will get access to all the features. You also have an option to create a custom profile by cloning the default profiles.
Here's a quick demo video on how to manage user profiles and permissions:
Profiles: Is a set of permissions dealing with module access and operations, setup customizations, and access. You can provide different sets of permissions to various users. But at any point, a user will not be associated with more than one profile.
Note: The default profiles cannot be edited or deleted. You can only clone the profile.
The below table illustrates the functionalities available on the profile page,
To create a custom profile:
Click on the Settings icon from the left navigation bar and then click on the Profiles and Permissions tab or click on the More icon from the left navigation bar.
You’ll be able to see the default profiles: Standard Admin and Standard Users.
Now, click the Create Profile button on the upper right.
You can select Standard Admin or Standard User from the Profile to be cloned drop-down.
Enter the profile name and description.
Click Create. Now, the profile is created successfully.
Note: The symbols near the permissions indicate the accessibility for the user - 1 & 2 has no access to those permissions and 3 indicates that there is access to that permission.
Permissions: Is a set of rules that define whether a user has access to a resource or not. E.g. Edit Video, View Reports, Delete Video, etc. It can be configured and set differently by the admin based on the user. You can set custom permissions based on specific requirements.
Key Features: A permission set has three different categories.
List of Permissions:
Admin-level default permission setting,
User-level default permission setting,
To set permissions:
Click the Edit icon near the profile. You can set accessibility for each feature by toggling On/Off and checking the control boxes.
For example, the user has permission to create, edit, view, and delete folders but no permission to access the sales page templates.
Once you are done, click Save. This will be reflected in all the users under this profile.
Note: To learn more about the benefits of enabling or disabling access for the features, click here.
To assign users with a profile:
The hyphenated symbol below the user’s column indicates that no user is assigned to this profile.
Now, to assign the user with a profile, follow the steps below:
Click on the Users tab from the top left.
Now, click the Ellipsis icon on the right and click Edit.
From the Profile drop-down, select the profile.
Click Update. Now, the user is assigned to the selected profile.
Note: Now, the user will have the option to access the features based on the permission set by Admin.
To ensure that the selected user is assigned to the profile:
Go to the Profiles and Permissions tab and you’ll be notified below the Users column as shown in the example.
Note: By default, all the users assigned to this profile will have the same accessibility to the features. In case, if the Admin needs to have separate accessibility for the specific users then he/she needs to create a new profile. You can clone the profile as many times as needed.
To delete a profile:
Before deleting the profile, you must remove all the users.