Getting Started

OTS Signs is a digital signage management platform. You use it to control what plays on your screens, when it plays, and who can manage it. This page covers signing in, the layout of the interface, and where to go next.

Signing In

1. Open your OTS Signs URL in a browser. Your administrator provides this address.
2. On the login page, click Sign In.
3. Follow your organization’s secure sign-in steps to enter your email and password.
4. After authentication you land on the Dashboard.

Note

OTS Signs does not store your password. Password resets, two-factor enrollment, and account recovery follow your organization’s sign-in process.

No account?

Ask your administrator to invite you. You will receive an email with a link to set up your account.

The Layout of the Interface

The application is divided into three areas:

Area	What it contains
Sidebar (left)	Primary navigation, your account menu, and the theme toggle. The sidebar collapses to icons when narrow.
Top bar	A back button (on inner pages), a refresh button, and the light/dark theme toggle. That is all — there is no global search icon or notification bell here.
Main content	The current page. Most list pages have a sticky page title row with action buttons (e.g. Add Display, Upload Media).

The account menu

Your account menu lives at the bottom of the sidebar, not in the top bar. Click your name (or the user icon when the sidebar is collapsed) to open it. The menu contains:

• Client Portal — opens your customer support portal in a new tab.
• Account Settings — your profile fields and notification preferences. See Account Settings.
• About — version, environment, build details, and links to legal pages.
• Sign Out — ends your session and returns you to the login page.

Next to the account button is the theme toggle (sun / moon icon). The same toggle appears in the top bar.

The Dashboard

The Dashboard is the home page. It is built from widgets, each summarizing a different part of your data. Click Customize in the page header to enter edit mode.

Available widgets

Widget	What it shows
Display Status	Total displays; online / offline counts; a list of displays with their last-seen time.
Schedule Status	Active, inactive, and upcoming schedules; an “expiring soon” callout.
Proof of Play	Top content by play count over your chosen time range. See Proof of Play.
Display Uptime	Per-display uptime percentage over your chosen time range.
Media Library	Storage usage, file count by type, and recently added files.
Recent Activity	A live feed of the latest changes from the audit trail.
Quick Actions	Shortcut buttons for common tasks (New Schedule, Upload Media, etc.).
Layouts	Total layout count, status breakdown (Published / Draft), and recently modified layouts.

Customizing the dashboard

In edit mode you can:

• Drag widgets to rearrange them. Use the handle at the top of each widget.
• Resize widgets by dragging the bottom-right corner.
• Add widgets by clicking Add Widget to open the widget catalog.
• Remove widgets with the ✕ on each widget.
• Configure a widget with the gear icon (e.g. time range, maximum items shown).
• Reset the layout with the Reset button.

Click Done to leave edit mode. Your layout is saved automatically and restored the next time you sign in.

Navigating the App

The sidebar groups pages by area. The exact set of items you see depends on your permissions and any navigation overrides your administrator has configured.

Content

• Library — uploaded media files (images, videos, documents).
• Layouts — screen designs that combine media, text, and widgets.
• Playlists — ordered sequences of media for use in layouts.
• Datasets — structured data tables for dynamic content.
• Tags — labels used to organize content across the system.
• Menu Boards — digital menu content with categories and products.

Displays

• Displays — your physical screens.
• Display Groups — groups of displays for bulk management.
• Sync Groups — groups of displays that play in lock-step.

Scheduling

• Schedules — assign content to displays for specific time windows.
• Overrides — temporarily replace content on displays.
• Time Windows — reusable day-parts (e.g. “Lunch”, “Evening”).
• Campaigns — group related content under a named initiative.
• Actions — interactive triggers attached to layouts.

Reporting

• Reports — proof-of-play, uptime, and other usage reports.
• Audit Trail — history of changes made in the system.

Administration (visible only to administrators)

• Access Management — users, groups, roles, and permissions.
• Notifications — send alerts to display groups.
• Fonts — upload custom fonts for layouts.
• Display Profiles — player configuration templates.
• Player Software — player package versions.
• Folders — organize content and control folder-level access.
• Commands — reusable actions for displays.
• Resolutions — screen resolution presets.
• Settings — application-wide settings, including navigation overrides.

Searching with the Command Palette

Press ⌘ K on macOS or Ctrl K on Windows / Linux to open the Command Palette. You can also open it from the search control in the sidebar.

When the query is empty or very short, the palette lists pages you have permission to visit. Once you type at least 2 characters, it searches across:

• Displays, Display Groups
• Media, Layouts, Playlists
• Campaigns, Time Windows (Dayparts)
• Groups (administrators only)

See Search & Command Palette for the full reference.

Help Mode

Click the question-mark icon to enable Help Mode. While Help Mode is on, hovering over fields and labels in forms reveals inline tips. See Help Mode.

Keyboard Shortcuts

Action	Shortcut
Open Command Palette	⌘ K / Ctrl K
Navigate within the palette	↑ ↓
Run highlighted result	Enter
Close the palette	Esc

The full list lives in Keyboard Shortcuts.

Your Permission Level

What you can see and do depends on the roles and group memberships assigned to your account. Higher-level capabilities (managing users, editing system settings, deleting content) are reserved for administrators. If a sidebar item is missing, your role does not grant access to it, or your administrator has hidden it for your group via Navigation Overrides.

To review your effective access, visit My Access at /me/access. There is no link to this page in the navigation — bookmark the URL or type it directly. See My Access.

Permission changes can take up to 60 seconds

Access changes can take a brief moment to appear. If a teammate’s access was just updated, ask them to wait up to a minute and reload before troubleshooting.

Signing Out

Open the account menu at the bottom of the sidebar and click Sign Out. You are returned to the login page.

Next Steps

• Take the Quick Tour to see a typical end-to-end workflow.
• Read Concepts for the building blocks (displays, layouts, schedules, folders, groups, roles).
• Upload media to your library.
• Create a layout and schedule it.
• Invite your team and assign roles.