Creating new User Roles

If the standard user roles supplied in Elucidat do not fit your needs, you can create custom roles to better suit your business 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.

 

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.

 

Adding a new User Role

1. Select Team from the main toolbar

eluauthor-start-toolbar-team

2. Select User Roles from the toolbar below

3. Select Add User Role to open the new role's permissions list:

eluauthor-team-user-roles-add-new

3. Rename your new User Role by typing in the field above the permissions list:

team-user-roles-new-permissions-list-name-field

4. Scroll down the permissions list, using the check boxes to enable or disable the permissions you'd like the User Role to have:

eluauthor-team-new-user-role-permissions-list-checkbox

Tip: Use the checkboxes next to the section names to enable or disable all permissions in that section at once.

Each permission has a brief explanation next to it that you can expand by selecting See more.

5. 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.

 




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