User Permissions

User Roles and Permissions

There are three main roles of users on the Overcast platform. You can set
access and permission levels for each user to implement your governance
policy for your data and assets.

While planning permissions for your team and external agencies, consider the
workflow relevant to them, which user needs access to which assets and what
role or actions each user needs to perform.

The three main roles that you can assign to your users are:

• Team Member
• Admin
• Collaborators

When you define users on the Overcast platform, you can assign the above
roles to them as per business requirements and use cases.

User Roles Description

1) Team Members

Team member permissions are granted to individuals who require access to
manage, share, and collaborate on content. Team members usually have a
company email address that matches the account and has more functionality
and permissions than Collaborators. They can access all your assets and can
modify them.

Permissions:

• Full access to assets (unless protected)
• Able to see all projects (unless the admin, or project owner has removed
  access)
• Able to comment on all files
• Full access to menu functionality
• Access to Dashboard – can see the assets summary, analytics and activity
  log
• Access to the Overcast Learn section (tutorials and guidelines)

2) Admin

Admins are top-level users who can do everything a Team Member can, but who
have extra system-wide powers.

Permissions:

• All the permissions that team members have
• See all projects
• Add and remove Team Members and collaborators
• Change account details
• Change user permissions
• Make content public
• Create live events
• View Activity Log Filters
• Create, implement and save watermark

3) Collaborators

Collaborators are usually clients, freelancers or members of the team who
need to have very limited functionality.

Permissions:

• Attached to one project at a time
• Able to see all projects (unless admin, or project owner has removed
  access)
• Able to comment on all files
• Limited menu functionality
• Access the Overcast “learn” section

Permissions can be restricted individually on:

a) View
b) Download
c) Upload
d) View metadata
e) Image
transformation 
f) Cut video
g) Manage folders
h) Manage
labels

Collaborators can be given access project wise

Managing User Roles

1. Navigate to the Users Page by clicking the hamburger button in the top
   left-hand corner and then clicking the Users button. A list of users
   appears.
2. Click the blue View button on the right hand side of the screen beside a
   particular user’s profile. That user’s profile appears.
3. Click Edit.
4. Under User Permissions on the right hand side of the screen, click
   Manage Permissions.
5. Choose Permission Type.
6. Click Change Permissions button.

Note:
if you downgrade a user’s permissions to collaborator status, you will
be asked to choose which projects the user will have access to.

Changing permissions on a Project by Project basis

1. Click on the Side Bar Menu.
2. Click on Projects.
3. Choose the project you want to and click View Project.
4. Click Edit.
5. Click Manage Permissions.
6. Click Lock This Project.
7. Toggle on and off who has permission to view the project.
8. Click Change Permissions button.

Note: All Admins can see all projects. And any Team Member that creates
a project will always be able to view their own projects.

Adding new Team Members and Admins

1. Navigate to the Users page by clicking the hamburger button in the top
   left-hand corner and then clicking the Users button.
2. Click on Invite New User button.
3. A pop-up window will appear for you. Invite the new user by typing in
   their email address.
4. From the drop-down menu entitled Permission Type, select either Team
   Member or Account Admin. 
5. Then click the green Invite New User button.
6. A pre-populated email will be sent to the new user with a direct link
   asking the user to authenticate themselves on the account.

Note:
You cannot invite Collaborators from here – they must be invited from
the Projects sections.

Adding new Collaborators

Note:
Before a collaborator can be added to a project, the project must
exist.

1. When your project is created, navigate to the Projects Page via the
   hamburger menu.
2. This projects page displays a list of your projects – click the blue
   Invite Collaborator button beside the relevant project to add a new
   collaborator.
3. A pop-up window will appear for you. Invite the collaborator to the
   project by typing their email address. 
4. Choose the collaborator’s permissions by sliding the Download and Upload
   buttons to the right if you’d like the new collaborator to have those
   permissions.
5. Click Invite Collaborator.
6. A pre-populated email will be sent to the new user with a direct link
   asking the user to authenticate themselves on the account for the
   specific project.

User FAQs

Can I share my account with other users?

No. Each user has a separate login and account – this is defined
in your license agreement.

Who can see my user account??

Only other users that are part of the same Overcast account as you
can see your user account.

Who can see my password?

Nobody other than you. It’s encrypted and stored in a way that
makes it impossible for anyone to access your password.

Can my original password be restored?

No. For your security, passwords are stored in a way that we can
never retrieve them.

What if I forget the email address I signed up with?

Try your company email address, since this is the most common
option Overcast users choose.

Why don’t I have access to certain features in Overcast?

(a) Your user profile does not permit you to have access to those
features, or
(b) You don’t belong to a User Group that has the role
necessary to access those features.