Understanding Roles
MyStudio uses a role-based permission system to control what each user can see and do. This guide explains the different roles and their capabilities.
Role Categories
Users fall into one of three categories:
1. Client Roles
For clients of video production companies.
| Role | Description |
|---|---|
| Client Manager | Full access to company projects, can approve quotes, manage team |
| Client User | View projects, request revisions, add comments |
2. Staff Roles
For video production company team members.
| Role | Description |
|---|---|
| Tenant Owner | Full access to all tenant features and settings |
| Tenant Admin | Manage users, settings, and all projects |
| Producer | Create and manage projects, generate quotes |
| Director | Creative oversight, video approval |
| Editor | Upload and manage video content |
| Accounts | Handle billing, invoices, and payments |
3. Platform Roles
For platform administrators.
| Role | Description |
|---|---|
| Platform Admin | Full system access across all tenants |
Client Role Details
Client Manager
As a Client Manager, you can:
- View all company projects
- Create new project requests
- Approve or reject quotes
- View and manage invoices
- Add and manage comments
- Access company brand assets
- Manage other client users in your company
Client User
As a Client User, you can:
- View assigned projects
- Watch review videos
- Add comments and feedback
- Request revisions
- View company assets
Staff Role Details
Producer
Producers manage the project lifecycle:
- Create and manage client projects
- Generate and send quotes
- Coordinate with team members
- Track project timelines
Editor
Editors handle video content:
- Upload review videos (Vimeo, YouTube, Bunny Stream)
- Manage video versions
- Update video metadata
- View project details
Director
Directors provide creative oversight:
- Review and approve videos internally
- Manage creative direction
- Access all video content
- Provide feedback to editors
Accounts
Accounts team handles finances:
- Create and send invoices
- Track payments
- View billing history
- Generate financial reports
Permission Highlights
What Clients Can Do
| Feature | Client Manager | Client User |
|---|---|---|
| View Projects | Yes | Yes |
| Create Projects | Yes | No |
| Approve Quotes | Yes | No |
| View Invoices | Yes | No |
| Add Comments | Yes | Yes |
| Request Revisions | Yes | Yes |
| Manage Users | Yes | No |
What Staff Can Do
| Feature | Producer | Editor | Director | Accounts |
|---|---|---|---|---|
| View Projects | Yes | Yes | Yes | Yes |
| Upload Videos | No | Yes | Yes | No |
| Create Quotes | Yes | No | No | No |
| Manage Invoices | No | No | No | Yes |
| Approve Videos | No | No | Yes | No |
Changing Roles
Role assignments are managed by:
- Client Managers - Can assign Client User roles within their company
- Tenant Admins - Can assign staff roles within the production company
- Platform Admins - Can manage all roles across the platform
To request a role change, contact your administrator.