Access Rules

Who can use this feature

Site Admin, Channel Admin

Supported features: User Pages, Videos, Live Events

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, a page or a video library container.

Access Rules Overview

Open the Access Rules Tab

You can access the Access Rules tab in the back end of your platform in a video container from the Library while editing Videos, Live Events, and User Pages.

Types of Access Rules

Use the tables below to learn more about type of access rule.

Some rules only apply to video containers, and not to a user page or a channel.

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.

How to configure

  1. Select the radio button on the same line as the rule to activate it
  2. Done

Logged In Users

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

Private: When active, only logged in users will be able to find and see the video from the front end.

How to configure

  1. Select the radio button on the same line as the rule to activate it
  2. Under Private column, click the Disabled button to Enable the rule
  3. The rule will be set and ‘saved’ once this rule has been selected

Password Protected

Lock a video to only be accessible with a password that you create. When active, the viewer will be redirected to the password protected page to enter the password you created to proceed. Users do not have to have a registered account on your platform to use the password and watch your content.

Share the password you’ve set with viewers at your discretion. 

How to configure

  1. To apply this rule, click on its Configure button
  2. Set a password and click Save
  3. Back on the Access Rules page, the configure button will be green meaning the rule has been configured
  4. Select the radio button on the same line as the rule to activate

Purchase Content

Users must purchase the video prior to viewing it. Once a Pricing Rule is applied and enabled, this rule is automatically selected.

How to configure

  1. To apply this rule, click on its Configure button, or go to the Purchase tab submenu.
  2. Set a single purchase Pricing Rule
  3. Click Save to complete
  4. Click on the Access submenu to get back its screen
  5. The configure button will be green meaning the rule has been configured
  6. Select the radio button on the same line as the rule to activate

Restricted Users

This rule only allows users who are logged in, and in the User List or Group to access the content.

Private mode: Hide the video thumbnail from being seen anywhere on the front end. When active, only logged in users who are listed in the Restricted User Rule can access the content.

How to configure

  1. To apply this rule, click on its Configure button
  2. The Restricted Users page will open with two tabs:      
    1. Add Users
    2. Add Groups
(A) Add Users Tab:

Add individual users with a registered email:
  1. Type a user's registered email or portion of their email address, and select it from the drop down list
    1. You can add a brand new user here by typing in their full email address
  2. Click the Add Users To Restricted Users button to confirm
  3. The user will be added to the list
  4. An email will be automatically send to the user notifying them of their free access to this video container
  5. Click on the blue Email button to manually send the email again if needed
Once added the following information is available:
  • Email: Users email address
  • Date Assigned: When the user was added to the list
  • State: Active
  • Remove: Individually Remove a user from the list
    • Click the Remove button on the same line as the name
    • A confirmation pop-up window will appear, click OK to proceed
(B) Add Group Tab:

Add a user group of users to the restricted list.

A user group must be created prior in User Groups Learn More

  1. Click Add Groups tab
  2. In the Groups field type the name of the pre-defined user group
  3. Select the user group from the dropdown list and click on the Add Groups to Restricted Groups button

Once added the following information is available:

  • Name: Group Name
  • Date Assigned: When the user was added to the list
  • State: Enabled
  • Remove: Individually Remove a user group from the list
    • Click the Remove button on the same line as the group name
    • A confirmation pop-up window will appear, click OK to proceed

Enabling 'Private' mode

Actions located in the Private section of the dashboard

  1. Click on the Disabled/Enabled button to change it
  2. Status:
    1. White = Disabled
    2. Green = Enabled
  3. Select the radio button on the same line as the rule to activate it

Email Gate

Email Gate requires viewers to enter an email address and other information to gain access to the content. Viewers can add any email address into the form to gain access, they do not need to be a registered user. A CSV report is generated to view all the information collected.

To get started, click the Email Gate configuration button on the Access Rules screen.

Email Gate: Configuration tab

The email address is required by default. The other settings on this page are optional.

  1. Select a language to edit: click to select the language you need this rule for (mulit-lingual feature required)
  2. Subtitle: A description/welcome message of the details required to complete the form 
  3. Additional Fields: Check the following to add to the form
    1. Name: First & Last
    2. Organization: Company name
  4. Marketing Consent
    1. Select the box for Prompt for marketing consent to make it active
    2. Consent Text: Enter the text that viewers will agree to when they’ve checked the marketing consent checkbox
    3. Make Consent Field Mandatory: Viewers are required to complete this section to proceed
    4. Marketing "More Information" Page: A link will show beside the consent confirmation text when the viewer is completing the form. The viewer can click on the link to go to a page on the platform for more Information related to your content
      1. Check the box and Select an existing page from the drop-down list
      2. Click SAVE to complete and return to the Access Rules page
      3. Select the radio button on the same line as the rule to activate it

Email Gate: Results tab

Results Tab: Download a CSV file of all email registrations which can be viewed in Excel or imported directly into a mailing list service (eg. Mailchimp).

  1. Click the Download button
  2. The CSV file will export and download to your computer
  3. Click Done to complete and return to the Access Rules page

Video Access Rules

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

Available Access Rules for video containers:

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

User Pages & Channel Access Rules

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

User Pages

Available Access Rules for User Pages:

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

Channel

Available Access Rules for User Pages:

  • 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.

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