Managing Teams and Users

Roles in Screenbird

Screenbird has three roles:

• Owner: full access. Manages billing, subscription, team members, and all content. There is one owner per account.
• Admin: full access except billing and subscription. Can manage and invite other team members and content.
• User: can manage content (uploads, designs, playlists, schedules), send content to screens, and edit screens. Cannot manage team members or billing.

The owner role is set during sign-up. Other people are added via an invitation.

Inviting a team member

1. Go to Teams in the sidebar.
2. Click on Invite new member.
3. Enter:

- First name and last name

- Email address

- Role (Admin or User)

- Password (minimum 12 characters)

1. Click on Continue.
2. On the next step, click on Send email.

The new team member receives an email with a secure link to set their own password and log in to Screenbird. The password you entered is not included in the email.

You can share the password separately if you wish, but most teams have the new team member set their own password via the link.

Why a minimum of 12 characters?

Strong passwords protect your account. Twelve characters is the industry standard for accounts that protect business data. Screenbird also checks the password against a list of known compromised passwords, so common or weak passwords are automatically rejected.

Changing someone's role

1. Go to Teams.
2. Click on the team member.
3. Choose the new role and click on Save.

The change takes effect immediately. The team member will see the updated permissions the next time they load the page.

Removing a team member

1. Go to Teams.
2. Click on the team member.
3. Click on Remove member.
4. Confirm.

The team member loses access immediately. The content they created remains in your account.

What can each role do?

Action	Owner	Admin	User
Manage billing and subscription	x
Invite and remove team members	x	x
Change company settings	x	x
Upload and manage content	x	x	x
Create and edit playlists	x	x	x
Send content to screens	x	x	x
Add and remove screens	x	x	x

Troubleshooting

The invitation email is not arriving

• Check the team member's spam or junk mail folder.
• Verify that the email address is correct.
• Resend the invitation from the Teams page.

The password setup link does not work

• The link expires after 24 hours. Resend the invitation to generate a new link.