How can I use approval of templates as a mainuser or subuser?

WHAT IS APPROVAL OF TEMPLATES?

This is a function that can be activated per user. When it is activated, the mainuser can determine per subuser which one needs to have the templates they created approved first, before they are able to add it to their playlist and is shown on screen.

HOW DOES IT WORK FOR THE MAINUSER?

1. If activation is needed, please contact the Servicecenter.
2. When it is activated, the mainuser can go to the user section and edit the user who needs to have this activated. At the bottom of the page, a checkbox can be found which says ‘activation clip approval’. This box needs to be checked (and can be unchecked at any time). More information about managing subusers, can be found here.
3. The mainuser now gets templates that have been created by the subuser and were sent for approval in the clip library below the tab need approval. To learn more about the clip library, click here.

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4. The mainuser can use the checkbox to the left of the clip to approve it. It will then disappear from this list and will be ready to use for the subuser in the playlist. You can also deny or edit the clip the subuser sent for approval here, by clicking on the icon on the right of the clip and choose [Deny] or [Edit]. When denying the clip, it will disappear from the need approval list and will get back to the subuser to edit (he cannot use it in the playlist, because it has been denied). When you edit the clip, you will get into the Creation Station and can change what needs to be changed here and select [Save] in the last step. When this is done, the clip wil disappear from the list and will be available for the subuser to use in the playlist. To learn more about the Creation Station, click here.

Every time a clip is sent for approval or has been approved, an automatic message is sent which can be found in the message centre. To learn more about the message centre, click here.

HOW DOES IT WORK FOR THE SUBUSER?

1. The subuser creates a clip and can choose in the last step if he wants to save it or to send it for approval. If the subuser saves the template, it will stay in the clip library below the tab ‘own‘ and it cannot be used in the playlist yet (it needs to be sent for approval first). If the option send for approval is used, the clip will be sent to the mainuser for approval. To learn more about the clip library, click here.

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2. The subuser can find the clips that are waiting for approval below the await approval tab. The status is on the right of the clip.

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3. When the mainuser has approved a clip, the subuser can find the clip in the clip library below the tab ‘own’. The subuser can now add it to a playlist. To learn more about creating a playlist, click here. When the clip has been denied, the subuser can edit it from the await approval tab.

Every time a clip is sent for approval or has been approved, an automatic message is sent which can be found in the message centre. To learn more about the message centre, click here.

Want to know more functions for the mainuser and subuser? Click here.

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