Manage Client Groups

Client Group

A Client group allows to show or hide messages to select users on the same instance of Broadsign Publish. This is helpful when managing multiple unrelated clients on the same domain, as you may not want them to be able to access each other's messages.

It is possible to manage the creatives and associated schedules of a Broadsign Control campaign that is in the same Broadsign Control domain.

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

To see messages from other users in the same Client group, the following conditions must be met:

• The users must be members of the same Client group. If users are not part of a Client group, they cannot see messages in that group, but they can see messages from everyone else.
• The screens have been shared with the users. If some screens have not been shared, the user can only see their messages and the messages on the shared screens in the same Client group.
• The users have access to players message.

This allows you to have more control over who can see and edit content.

Note: 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. You can check to which Client group a user belongs in the User settings (Add and Edit Users).

To create a Client group:

1. Using the admin login, go to the Dashboard.

   

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. Using the admin login, go to the Dashboard.

   

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. 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.