Access Rules

Who can use this feature

Site Admins and Channel Admins

Supported features: Channel, User Pages, Videos, Live Event, Video Series

Introduction

User Access rules enable an admin to apply restrictions to the content on their platform. There are several ruling types to choose from which can apply to a channel, page or video library container.

Opening Access Rules

You can set access rules in the Access tab located throughout the back end of your platform under the left Channel Settings > Access menu, and while editing a User Pages, VOD, Live Event, and Video Series.

Types of Access Rules

Public

The Public access rule is active by default everywhere on your platform. It allows anyone visiting your site to have access to the content or channel.

Logged In Users

This rule only allows logged-in users to view content.

Back on the container Access tab, toggle this rule to make it active.

If you want to hide the video thumbnail from non-logged in users, in the Private column to the right, toggle the button from Disabled to Enabled. When Enabled is active, only logged in users will be able to find and see the video from the front end.

Password Protected

Lock a video by making it password protected. Share the password with any user to access the video. Users do not have to have a registered account to use the password and watch your content.

  1. To apply this rule, click on its Configure button
  2. Next, set a password and then click Save
  3. Back on the Access Rules page, you’ll now be able to toggle the rule on.

Restricted Users

This rule only allows users who are logged in and in the configured user list or group to access this content.

  1. To apply this rule, click on its Configure button first.
  2. Starting on the Add Users tab, this is where you can add individual users:
  3. In the Users field type a user registered email address, and then you’ll be prompted to click Add Users To Restricted users
  4. You can remove any user by clicking their Remove button in the name list
  5. To add a group of users to the restricted list, click on the Add Groups tab:
  6. In the Groups field type the name of the pre-defined user group.
  7. When you see the user group name pop up, select it and then click on Add Groups to Restricted Groups.
  8. You can remove any added user group by clicking its Remove button in the name list.
  9. Done.

Back on the main Access Rules screen, you can choose if you want to make this rule private ( Enabled). You can always come back to disable the private listing later on.

  • Private listing: An optional setting to make the content private. This setting hides the video thumbnail from being seen anywhere on the frontend of your platform unless the user is logged in and listed in the configured restricted user rule.

Toggle this rule to make it active.

Purchase Content

This rule only applies to VOD, Live Events, and VOD Series containers. It gets automatically applied when a Pricing Rule is configured and enabled in any of these video containers

Email Gate

This rule requires viewers to enter an email address and fill in any other required information on its form to gain access to the content. You can generate a CSV report to view all the collected email addresses and other information asked on the form.

Users can add any email address into the form to gain access, and do not have to have a registered email address to your Vidflex™ site.

  1. To apply this rule, click on the Configure button first.
  2. Starting at the Configuration tab, this is where you can add optional requirements to the form.
  3. Under Additional Fieldsyou can ask for:
    • Name (First & Last) and
    • Company name
  4. Under Marketing Consent you can ask for:
    • Prompt for marketing consent
    • When the marketing consent box is checked you can optionally select an existing page on your platform from the drop available. This creates a link to “More Information related to your content.
  5. You can add a Subtitle to this form, which gives information to the user about the content they’re about to view
  6. Under Consent Text:
    1. To customize the consent text field it requires you to check the box “Make consent field mandatory that’s underneath it first
    2. After making your selection, do not forget to click SAVE, which brings you back to the Access Rules page.
    3. Back on the container Access tab, toggle this rule to make it active.
    4. Once the rule is active, and users have registered to view the video content, you now have an option to download the CSV file of all the email registrations.
    5. The CSV can be viewed in Excel or imported directly into a mailing list service like MailChimp.
    6. Click Done, once finished.

Channel Rules

One of the following rules can be configured apply to a site's channel:

    • Public
    • Logged In Users - private listing not available
    • Password Protected
    • Restricted Users - private listing not available

On a multi-channel platform you can set access rules by individual channels.

Watch the video below to learn how to configure Access Rules on the site Channel.

Page Rules

The following rules can apply to a page:

  • Public
  • Logged In Users - private listing not available
  • Password Protected
  • Restricted Users - private listing not available

Video Rules

The following rules can apply to a video library container:

  • Public
  • Logged In Users
  • Password Protected
  • Purchase Content
  • Restricted Users
  • Email gate

Watch the video below to learn how to configure Access Rules on a video container level.

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