Step-by-Step Guide to Inviting Team Members, Setting Roles, and Managing Accounts in AIScreen Manager

Step 1: Logging In or Registering in AIScreen Manager

1.1. Go to Login Page: Open AIScreen Manager Login in your browser.

Step 2: Navigating to the Team Management Section

2.1. After logging in, locate the Settings option in the left-hand sidebar and click on it.

2.2. In the Settings menu, click on the Teams tab. This will open the team management dashboard.

Step 3: Inviting Team Members

3.1. Once in the Teams section, click the Invite People button in the top-right corner.

3.2. A pop-up window will appear. Fill in the following fields:

• Name: Enter the name of the person you are inviting.
  
• Email: Add their email address.
  
• Password: Set a temporary password for the account.
  
• Password Confirmation: Re-enter the password.
  
• Role: Select a predefined role or a custom role for the user.

3.3. Click Create User to complete the process. The invited user will now appear in the team list.

Step 4: Customizing Roles and Permissions

4.1. In the Teams section, click on the Open Roles Settings link in the top-right corner.

4.2. In the Roles Settings window:

• To edit an existing role, click on the pencil icon next to the role.
  
• To create a new role, click the Create New Role button.

4.3. For each role, customize the permissions:

• Decide whether users can Create, Edit, Delete, or Only Own access to features like:
  
  • Schedules
  • Playlists
  • Media
  • Apps
  • Canvas
  • Screens
  • Dashboard
  • Roles
  • Users

Step 5: Benefits of Team Management in AIScreen

• Centralized User Management: Invite and manage all team members from a single dashboard.
  
• Customizable Permissions: Assign specific roles and define their permissions to ensure secure access.
  
• Troubleshooting Support: Use the “Login as this user” feature to help team members directly.

If you have any questions, please contact our support team at support@aiscreen.com.