Managing Roles

While Stratos provides built-in roles for common use cases, you may need custom roles that match your organization’s workflow. This article explains how to create and manage custom roles.

Creating a Custom Role

Go to Users & Access → Access Management.
Click the Roles tab.
Click Create Role.
Give the role a descriptive name (e.g., “Content Reviewer,” “Store Manager”).
Optionally start from a preset (Viewer, Editor, Manager) to pre-select common permissions.
Toggle individual permissions on or off.
Click Save.

Permission Categories

Permissions are grouped by area:

Category	Permissions
Screens	View, Authorize, Edit, Send Commands, Delete
Layouts	View, Create, Edit, Publish, Delete
Playlists	View, Create, Edit, Delete
Schedules	View, Create, Edit, Delete, Override
Media	View, Upload, Edit, Delete, Tidy
Reports	View, Export
Users	View Users, Invite Users, Edit Roles, Delete Users
System	View Settings, Edit Settings, Manage Fonts, Manage Resolutions

Editing a Role

To edit an existing role:

Go to the Roles tab on Access Management.
Click the role name.
Adjust permissions.
Click Save.

Changes take effect immediately for all users assigned to that role.

Deleting a Role

You can delete a custom role only if no users are assigned to it. To delete a role that’s in use:

Reassign affected users to a different role.
Delete the role.

Built-in roles cannot be deleted.

Role Presets

When creating a custom role, you can start from a preset to save time:

Start from Viewer — read-only baseline, add permissions as needed.
Start from Editor — content creation baseline, add or remove permissions.
Start from Manager — full content baseline, remove permissions you don’t want.

Assigning Roles to Users

Roles are assigned when you invite a user or by editing an existing user’s profile on the Access Management page. A user can have multiple roles.

Roles & Permissions — built-in role reference.
Inviting Users — add users and assign roles.
Access Management — the management page.