A User Role is a set of permissions that determine which actions a user can perform. Rather than assigning user's permissions individually, User Roles assign a pre-defined permissions profile which can be given to multiple users at once. This allows you to group users and teams with similiar responsibilities together and simplify user management.
See Assigning a role to a user for information on how to apply User Roles to your team.
Default User Role list
When you start your Elucidat subscription, you'll find some User Roles relating to the most common user profiles and job roles already set up for you. With the Advanced User Management add-on, you can also create new User Roles and modify existing Roles to allow for a more personalised set of roles that fit with your business structure.
The list below describes an overview of each User Role. To learn how to check the specific permissions a User Role has, see Checking the permissions included in a User Role.
- Administrator: An Administrator has complete access to your projects, releases, styles and templates, account settings and can make changes to Projects in Layout.
- Analytics: An Analytics user is allowed to view the Analytics information from your courses and they are able to comment and use Review features, but they are not allowed to make edits to content.
- Author: An Author can make changes to Projects in Author but they cannot make Layout changes. They can also make releases and edit Styles and Templates.
- Author and analytics: The same as an Author, but also able to view the Analytics information from your courses.
- Layout designer: A Layout designer is an Author that is allowed to change the layout of your project's pages using Layout, as well as having the same level of access as the Author role.
- Layout designer and analytics: A user with this role has access to the features of the Analytics and Layout designer users.
- Restricted Layout designer: A user with this role has access to the features of the Layout designer but are not allowed to make edits to Styles or make account-wide changes to Page Types.
- Developer: A Developer has the same permissions as Layout designer with the addition of API Access
- Guided Author: A simplified Author role; Guided Authors can only create Projects, edit page content in Author, upload assets and start a Project from a Template.
- Reviewer: A Reviewer is able to view projects in Preview and Review, add comments, and mark comments as resolved.
- External Collaborator: An External Collaborator is a user who does not have an Elucidat account but has been granted temporary access to Elucidat to review one or more Projects. Their permissions are limited to adding comments and editing and resolving their own comments. This User Role cannot be manually assigned and is assigned to users who have been invited to review a Project. For more information about this, see Feature Focus: External Collaborators.
User Roles and individual access scope
User Role permissions relate primarily to actions and access to certain areas of the platform; they do not define a user's access to Projects.
Project access needs to be configured for users individually using access scopes. For more information about the different access scopes, see Understanding access scopes.