Manage Client Groups

Client Group

Client groups enhance user and content management in Broadsign Publish, making it easier to control access, collaborate, and maintain content separation between different clients or user groups within the same environment.

Note: Messages created for Broadsign Control campaigns will not be affected by the domain Maximum Message Duration and Time Group features.

A Client group in Broadsign Publish serves several important functions in managing users and content access:

• Content Isolation:
  • Client groups allow you to segregate users and their content. This is particularly useful when you have multiple unrelated clients or user groups within the same instance of Broadsign Publish.
  • Each Client group can only access and manage its own messages and schedules, reducing the risk of users accessing content from other groups.
• Control Over Access:
  • Users must belong to a specific Client group to access and manage content within that group.
  • If they are not part of a Client group, they cannot see or interact with messages in that group.
  • This feature ensures that users can only work on content relevant to their responsibilities.
• Messages:
  • To see messages from other users in the same Client group, certain conditions must be met.
  • Users within the same Client group can view messages from other users in that group if the screens have been shared among them.
  • If screens have not been shared, users can only see their own messages and those on screens that are shared within their Client group.
• Access Control:
  • Access to players' messages is controlled by Client group membership.
  • Users must belong to the appropriate Client group to have access to players' messages.
  • This level of access control allows for more granular management of content and user permissions.
• User Flexibility:
  • Users can belong to multiple Client groups simultaneously.
  • When a user is part of multiple Client groups, they have visibility into all messages within those groups.
  • Additionally, they can select specific campaigns in which to create new messages, providing flexibility in content creation and management. See Create a Message in Existing Campaigns.
• User Settings:
  • You can easily determine which Client group a user belongs to in the User settings (Manage Users).

To access the Domain Dashboard:

You can access the Domain Dashboard by clicking the Publish Admin link in any of the Broadsign Publish pages:

The Domain Dashboard opens:

To create a Client group:

1. On the Broadsign Publish interface, click the Publish Admin link at the top right of the window.

   The Domain Dashboard opens:

   

2. Under Accounts, click Client Groups. The Client Groups page opens. If you have existing Client groups, they are listed here.

   

3. To add a Client group, in the top-right corner click Add Client Group. The Add Client Group page opens.



4. Enter the Name of the Client group (for example, "Client Group Mall").
5. If applicable, assign a Broadsign Control campaign to this Client group by entering its ID in the Campaign id field.
• You can assign only one campaign id to a Client group.
• A campaign can be associated with only one Client group by domain.
• Once the campaign id is set, it cannot be changed.
• The campaign must be in the same Broadsign Control domain as the Broadsign Publish domain.

Members of the Client group will be able to manage the campaign's creatives and associated schedules.

6. Add users to the group by using the right arrow or double-clicking the user. If you want to add all users, click Choose all.
7. Click one of the Save buttons:
• Save and add another: Saves the current Client group settings and prompts you to add another.
• Save and continue editing: Saves the current Client group settings and allows you to continue editing it.
• Save: Saves your changes and returns you to the Client Groups page.

To edit a Client group:

1. On the Broadsign Publish interface, click the Publish Admin link at the top right of the window.

   The Domain Dashboard opens:

   

2. Under Accounts, click Client Groups. The Client Groups page opens.

   

3. Click the name of the Client group that you want to modify. The Change Client Group page opens.

   

4. Change the following information, if applicable:

   • Name: Name the Client group.
   • Campaign id: If no Broadsign Control campaign is assigned to this Client group, you can enter the Broadsign Control campaign id. If a campaign id is assigned to this Client group, it cannot be changed.
   • Users: Modify the users associated with the Client group by using the left and right arrows. If you want to add all users, click Choose all.
5. If applicable, synchronize campaign data between Broadsign Control and Broadsign Publish. For more information, see Sync Campaign Data.
6. Click one of the Save buttons:
• Save and add another: Saves the current Client group settings and prompts you to add another.
• Save and continue editing: Saves the current Client group settings and allows you to continue editing it.
• Save: Saves your changes and returns you to the Client Groups page.

Sync Campaign Data

Manually synchronizing campaign data between Broadsign Control and Broadsign Publish is used when Media Owners delegate campaign management to their Advertisers. Since Advertisers usually do not have access to Broadsign Control, the synchronization process transfers the campaign management capabilities to Broadsign Publish. The process ensures that Advertisers can manage their campaigns through Broadsign Publish with the most current and accurate data from Broadsign Control.

Note: An Advertiser can run the synchronization process once. After that, it is no longer available.

To initiate the synchronization process, ensure that:

• The campaign already exists in Broadsign Control.
• The Network Operator user has created a client group in Broadsign Publish and assigned the Broadsign Control Campaign Id.

• If these two conditions are not met, the Control Sync button is not available.