If the standard user roles supplied in Elucidat do not fit your needs, you can create custom roles to better suit your team structure. 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.
By default, you can create up to a total of 30 User Roles. You may request more if you wish but to keep things manageable we recommend focusing on defining distinct roles with clear responsibilities instead of creating many roles with only slight differences in permissions.
Advanced User Management is included in the Team and Enterprise tiers or as a paid add-on to your Growth subscription. With it, you can create new User Roles and modify existing ones for a more personalized set of roles that fit with your business structure. Contact your Account Manager or Customer Success Manager to discuss adding Advanced User Management to your subscription.
Before you begin
- Modifying roles is carried out using the User Management interface. This interface is shared by both Elucidat Author and Elucidat Create but each platform has its own user roles and access levels that need to be configured individually. To learn how to access the User Management page from each platform, see Accessing the User Management page.
- You can only use Advanced User Management to create and modify Elucidat Author User Roles. It is not possible to create or modify the User Roles in Elucidat Create.
Adding a new User Role
- Select User Roles from the User Management interface side-bar menu.
- Select Add User Role to open the new role's permissions list.
- Name your new User Role by typing in the field above the permissions list.
- Scroll down the permissions list, using the check boxes to enable or disable the permissions you'd like the User Role to have.
Checked: the permission or category is enabled for that user role.
Unchecked: the permission or category is disabled for that user role.
Each permission has a brief explanation next to it that you can expand by selecting See more. - Select Add User Role to save your changes and create your new role.
Next steps
Now that you've added your new User Role, you'll need to assign the role to your users. See Assigning a different role to a user for further instructions.
For new users, you can choose the new User Role when you create them.