Introduction to the User Management Module

The user management module is used for granting users in your company access to the SundaySky Video Platform. When you grant access, you provide the user with login credentials together with permissions that define what actions the user can take inside the platform. 

You need to have Account Manager permissions in order to create and manage users in your SundaySky account. If you need these permissions but do not have them, reach out to your contact at SundaySky.

To access the module, click your avatar in the upper right corner and then select User Management.

Click_user_management_120.png


Adding a User

1.

Access the user management module.
▶ If you are the Account Manager and have not yet added any users, only your user is displayed in the module, with Account manager appearing by your name.

 

Account_manager_displayed_110.png

2.

Click + Add User.

  Click_add_user.png

3.

Enter the user's email address.

  Enter_email_address.png

4. Select the permissions that you want this user to have.

  Permissions.png

5.

Click Add.
▶ If you are adding a group of users, check the Add another user checkbox to add more users without leaving this form.

  Click_add.png

  The user is added to the account with a status of pending and is sent a welcome email with login details.
The pending status is assigned until the user logs in to SundaySky for the first time, changes the temporary password, and completes the sign-up process. During the sign-up process, users need to provide their full name and company role.

 

Note:
The login details sent to the user expire 45 days after the email was sent. Until then, the status remains pending. After the login details have expired—and if the user still requires access to SundaySky—you'll need to delete the pending user and create a new one.

  Pending_status.png

Click to see an example of the welcome email sent to the user

Welcome_email.png

Click to see an example of the sign-up process

sign-up_complete.png

 

Once the user completes the sign-up process, the pending status is replaced with the login date and the user's full name is added to the record.

 

User_after_sign_up.png


Editing Permissions

1.

Access the user management module.

2.

Locate the user that you want to edit.

3.

Click the three-dot menu at the end of the user's row and then select Edit.

  Edit_permissions.png

4.

Update the permissions as required .

  Update_permissions.png

5. Click Save.

  Click_save.png

  The user's permissions are updated.

  Permissions_updated.png

Deleting a User

Note:
All the videos created by the user that you delete remain in the account and can be accessed by other users of the same account. The deleted user's name will continue to display as the creator of the video.

1.

Access the user management module.

2.

Locate the user that you want to delete.

3.

Click the three-dot menu at the end of the user's row and then select Delete.

  Select_delete.png

4. If you are sure that you want to delete the user, click Continue.

  Continue_to_delete.png

  The user is deleted from the account.

Viewing the User List

All users of the same account can see the user list.

a.

All users can see all the user details: user's full name, email address, permissions, date of last login, and when the user was created.

b.

If you have Account Manager permissions, you can also edit and delete users using the Actions menu.

Account Manager View
Account_manager_view.png
 
Non-Account Manager View
Non-account_manager_view.png

Permissions

Permission Description
Account Manager Enables the user to add and delete users, edit permissions, and use all the platform features.
Editor Enables the user to use all the platform features.
Viewer Enables the user to access the platform in read-only mode without the ability to edit existing videos or create new ones; dashboards can be viewed but reports cannot be viewed, created, edited, or sent.
Reviewer Enables the user to access the reviewing module and add comments to a video.
Was this article helpful?
0 out of 0 found this helpful

Still Have Questions?

SundaySky Support is here for you

contact support