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Customer/Department Management helps you organize and isolate devices, programs, and delivery permissions in multi-customer or multi-department scenarios. It keeps people and resources in a clear hierarchy to avoid mixing resources or accidental delivery.

The relationship is a two-level structure:

  • Level 1: Customer/Department (for example: a customer, a company, Engineering, Marketing)
  • Level 2: Users (member accounts that belong to a specific customer/department)

You can create a customer/department first, then add multiple users under it. Finally, assign devices and programs to that customer/department. Users will only see and manage resources that belong to their own customer/department.

Entry

Go to "Me" and open "Customer/Department Management". customer_entrance

Create a customer/department

In the customer/department list, click "Add Customer" in the top-right to create one. customer_list

After creation, click "Edit" to open the customer/department details and configure more settings. customer_edit

Add users (level 2)

On the customer/department details page, find "User List" and click "Add" to add multiple users into this customer/department.

After users are added, they inherit the resource scope of this customer/department and can only access devices and programs assigned to it. customer_edit

Customer/department permissions

In the customer/department details, you can configure permission switches such as:

  • Allow binding devices
  • Allow creating programs
  • Allow uploading materials

These permissions limit what all users under that customer/department can do. customer_edit

Assign devices to a customer/department

In device details, find "Assign to Customer" and choose the target customer/department. customer_assign_device

After assignment, the device belongs to that customer/department and is invisible to users from other customers/departments.

Assign programs to a customer/department

In the program list, open the more actions menu and choose "Assign to Customer" to assign programs to a customer/department. customer_assign_cast

After assignment, the program is only visible and deliverable within that customer/department.