Modifying a User Role's permissions

With Advanced User Management, you can tailor the specific permissions that belong to a user role to create a new custom role that suits your organization's needs.

For example, you may want to create a content creator role that is able to edit content but not create releases to distribute it or a light-administrator role who can do everything but user management.

You can choose to edit the default user roles that come set up with your Elucidat account or create a new User Role if you want to start from scratch. The default User Roles we've provided cannot be restored once they are edited—if you don't want to lose the default role, create a new one instead. 

Caution: Modifying a user role will immediately change the permissions of anyone that has already been assigned that role.

Before making changes, confirm that the new permissions will be suitable for all users who currently have that role assigned. If not, consider creating a new user role and re-assigning the appropriate users to it once it is set up.

 

Before you begin

You can only edit the permissions of a User Role if you have the Advanced User Management feature enabled in your subscription. If you'd like to add Advanced User Management to your subscription, contact your Account Manager or Customer Success Manager.

 

Editing the user role

1. Select Team from the main toolbar

2. Select User Roles from the toolbar below:

author-team-user-roles.png

3. Choose the role you'd like to edit from the list

4. Use the checkboxes next to each permission to add or remove them from the user role.

  • Checked: the permission is enabled for that user role
  • Unchecked: the permission is disabled for that user role

author-team-user-roles-permissions-checkbox.png

Tip: Enable or disable entire categories by using the checkbox next to the category name.

 

5. Select the Save button at the top right of the page to save the permission changes to that user role

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