You can control the access and edit-ability of your projects using ‘User roles’ if you are an account ‘Administrator’.
There are several levels of User role:
Administrator (Author): An Administrator has complete access to your projects, releases, themes and templates, account settings and ‘Layout designer’.
Author: An Author has complete access to your projects, releases, themes and templates.
Reviewer: A Reviewer is able to view projects in Preview mode, add comments, and mark comments as resolved.
Limited Author: A Limited Author has limited access to your projects.
Limited Reviewer: A Limited Reviewer is able to view and add comments to projects that you have approved.
Layout designer: A Layout Designer is an Author that is allowed to change the layout of your theme using Layout Designer*.
Reviewers and Limited Reviewers do not count towards your author limit, add as many as you like!
How to setup an Author
How to setup a Reviewer
…once you have set up your Reviewer you will need to send them a link to your project.
To do this, open your project in ‘Preview’ mode.
From the top of your screen copy the the project URL:
Then share this with your colleague.
How to setup a ‘Limited Reviewer’ or ‘Limited Author’
To limit a user so that they can only access certain projects, open the ‘Authors’ page by pressing ‘Your account’ in the top right of your page:
…then click ‘Authors’:
…all of the users in your Account will now be displayed (if the user you are setting access for has not yet been invited to Elucidat, follow these steps to add them as a Reviewer):
…to edit a specific user I click the blue link with their name, for example if I want to change Michael’s permissions I click the blue link here:
…the ‘Edit an Author’ menu will appear:
…click the ‘Scope’ dropdown and change it to ‘Change Projects individually’:
Press ‘Save changes’.
Now your user will be limited to viewing only projects which they are invited to.
To choose which projects they can view, open the ‘Projects’ menu by selecting ‘Projects’ at the top of your screen:
If I would like to give Michael access ‘Fake smile challenge’ project, all I need to do is click this button here:
…and then on the ‘Project Sharing’ menu I select the ‘Add an Author’ dropdown, I select Michael, and press ‘Add author’:
Michael will now be able to access the project in the ‘Projects’ menu, he will also receive an email notification to let him know that this project has been shared with him.
*please get in touch if you would like access to the ‘Layout view’ feature.
Removing an Author
In order to remove an Author click the icon next to their name.
Administrators cannot currently be deleted, if you do need to remove an Administrator, firstly change them to a different User role (for example Reviewer).
You can do it by clicking their name, this will be highlighted in blue, e.g:
Then from ‘Edit an Author’ menu, select this dropdown:
…change to a different User role, press ‘Save changes’ and then click the icon.