Overview
This feature is if you want to provide users at different stores or locations their own level of access to manage their screens / content. While you could use our permissions groups, this becomes time consuming when managing lots of screens and users.
Locations allows you to manage user permissions and access by using a hierarchy defined and managed by you to fit with your business structure. Users can be added either at the base location (or up the hierarchy tiers) to provide different levels of access and visibility as needed.
Accessing locations
Licence requirement
In order to use locations, you will need to be a Pro Licence account. Talk with your reseller about upgrading if you would like access to the locations system.
Request access
Locations is a feature that isn’t toggled on by default as it changes the structure and layout of your account. If you would like access to locations, please email us at [email protected].
Setting up your location tiers
Tiers and locations
It is important to understand some terminology when it comes to locations – tiers versus locations.
Tiers
Tiers form the hierarchy of your locations structure – usually based on geographic factors (such as country, state, suburb etc.) but could be based on your business structure (brand, business etc.). You create your tiers so it’s entirely up to you how you use them.
Note – you can only add users to a tier, and can set different permissions to provide them access to all tiers below.
Example tier setup
Locations
A location is where your screens will be installed. They are identified by the building icon next to the name. This could be a store, an office, a building, or any other place that you want to provide users separate access to. One example – you have stores located in different states around the country, the location would be called a store.
You can only have one location, and it can have both screens and users assigned to them.
Example location
Adding location tiers
Navigate to Settings → Locations → Location Tiers (selected by default)
Click on + Create Tier
Enter a Tier name
Add or create any fields you would like to include on the tier. This will allow you to add additional information relevant to that tier to help your users.
When adding a custom field, you can select between that field being a string (text) or a number.
Locations and tagging
Click here for more information about tagging.
You can add tags to locations and tiers and any screens you add to those locations will inherit any tags up that hierarchy. This will help you ensure consistency and simplify the adding of tags to multiple screens.
Location management
Once you have defined your location tiers, you can now start building out your location structure under Settings → Locations → Location Management tab.
Using the tiers you just created, you can click on + Add Tier and select your first tier
Give your tier a name
If you want to add sub-tiers, you can click on the … menu next to the tier name, and select a tier to add
You can also Rename or Delete the tier here
Build out your hierarchy, and ensure you add a Location as this is where your screens will be added.
Tier best practice
A general rule of thumb is to add a tier when you want to provide a user or user group with access at that tier, or if you want to organise your locations more efficiently.
You can easily forego adding any tiers at all, and just use the location to organise your account if you don’t need any extra depth.
Setup only using locations
Setup using one Tier
Setup using multiple Tiers
User access levels
Users
There are two available user access levels within Fusion Signage – management and standard.
When not using locations, the main difference between these two user levels is that management can add and remove users, as well and update account details and company information. Otherwise, a standard user can access everything on the account.
With locations active, a management user can see everything on the account regardless of the location tier they are added to, giving them complete transparency over every location, user, screen and media.
Standard users added to an account with locations will only be able to see locations and Tters they have been directly assigned to, but will have full access unless you have limited it using permissions groups.
Make sure when adding users you select the appropriate level of access.
You can always change the user access level under Settings → Users
User groups
With locations added to your account, you’ll have an additional option for user groups which allows you to group users so you can quickly assign them to different locations or tiers.
Navigate to Settings → Users → User Groups tab to manage your user groups.
Permission groups
Once you have your users added, you can create permission groups to limit what they can do at each tier or location.
Click on Add Permission Group
Add a Name (i.e. View Only)
Toggle the level of access you would like
Click Save And Continue
You can add any other permission groups you need. Remember that management users will have full access to everything on the account, and standard users will have full access by default unless you restrict their access using permission groups. This means you don’t need to create a 'full access' permission group and assign it to standard users.
Adding screens and users to locations
Navigate to Settings → Locations → Location Management tab.
Screens can only be added to a location not a tier.
Add screens
Click on the location you would like to add a screen to.
Screen tab will be selected by default.
Click on Add Screen.
If you have existing screens added to your account, you can select them here.
Otherwise, click on Add New Screen and follow these steps (Add A Screen To Your Account)
Your screen/s will then appear on the screens page of that location and they will be visible to users with access to this location.
Add users
Click on the location or tier where you would like to add the user. Remember, tiers are hierarchical – for example, if you add a user at the state level QLD, they will have access to all locations within that state tier - Springwood Site, Brisbane Site 1 and Gold Coast Site.
Click into the User tab.
Click on Add User (Or User Group if selecting a user group)
If you have existing users added to your account, select Existing User and choose the user/s from the drop down
If the user has not been added to the account yet, select New User and fill in the required details to create the user account.
The user or user group will then be assigned under that location or tier. Assign the relevant permission group through the drop down provided.
Deploy section
In the Deploy section, a new column has been introduced to indicate the location associated with each screen. Selecting the location will navigate the user to the corresponding Location Management page within the Settings module. Access to screens within the Deploy section is role-based – management users can see all screens across the account, whereas standard users are limited to viewing screens assigned to their specific location.
Manage section
In the Manage section, the folder structure now mirrors the location hierarchy defined by the tiers. Management users have full visibility into the complete folder structure across all locations, while standard users are restricted to viewing only the folders corresponding to their assigned location and permission group. This structure ensures content remains segregated and organised according to location.
