Complete Guide to Permissions

This article serves as a complete and thorough guide about permissions in EasyContent.

Account

Manage projects

Users with this permission can:

  • Create, rename, delete, and archive a project
  • Restore or delete an archived project
  • Assign or remove a user from a project through the project settings or via the project team widget
  • Configure the project's email notification settings

Keep in mind that any user with this permission will be able to see all projects in your account, even the ones they are not assigned to, and be able to access its settings. However, they will not be able to see things such as project activity, messages, briefs, content items, etc.

While they have the ability to assign or remove users from a project, they can't access a user's data and don't have the ability to invite, remove (from your account), deactivate, or edit a user.

Manage users

This permission unlocks the Users item in the account level menu.

Users with this permission can:

  • Change a user's name
  • Change a user's email
  • Assign or remove users to a project via Users page > Edit User
  • Change a user's role
  • Send a password reset email
  • Activate or deactivate a user
  • Delete a user from your account
  • Invite a user to your account
  • View guest users
  • View as well as cancel pending invites
  • View reports regarding user assignment (i.e. John Doe was assigned to this project) in the recent project activity widget of the projects they are assigned to

Manage roles

This permission unlocks the Roles item in the account level menu.

Users with this permission can:

  • Create, edit, delete, duplicate, activate, and deactivate a role
  • Edit role permissions without restrictions

Technically speaking, assigning this role to someone is akin to giving them admin privileges since they will be able to edit their own role to have all permissions available to them, effectively giving them admin-level access. Therefore, extra consideration should be taken into account when choosing who you give this permission to.

Note: the account owner will always have this privilege (manage roles) regardless of their permissions.

Manage integrations

This permission unlocks the Integrations item in the account level menu.

Users with this permission can:

  • View all website integrations
  • Create an API key
  • Regenerate an API key
  • Delete an API key
  • Change website URL
  • Add, edit and delete webhook endpoints

Project

Manage workflow

This permission unlocks the ConfigurationWorkflow settings item in the project level menu.

Users with this permission can (only in projects they're assigned to):

  • View, create, edit, and delete workflow statuses
  • Assign a workflow status to a role
  • View, create, edit, and delete a grading criterion
  • Toggle additional settings

Manage categories

This permission unlocks the Configuration > Categories item in the project level menu.

Users with this permission can (only in projects they're assigned to):

  • View, create, edit, and delete a category

Manage templates

This permission unlocks the Configuration > Templates item in the project level menu.

Users with this permission can (only in projects they're assigned to):

  • View, create, edit, delete, rename templates
  • Create, edit, delete a template tab
  • Add and delete fields

Manage asset library

This permission unlocks the Files item in the project level menu.

Users with this permission can:

  • View, delete and download all files in a project they're assigned to
  • See who uploaded a file and to where it was uploaded

Manage people and deadlines

Users with this permission can (only in projects they're assigned to):

  • Assign, remove, or re-assign users to a brief or content item
  • Change or set a deadline to a workflow status
  • View reports regarding item assignment in the recent project activity widget in the dashboard of the projects they are assigned to (i.e. John Doe was assigned to an item for x workflow stage by Jane Doe)

NOTE: This must be paired with View Briefs and View all content item permissions to work properly.

Manage documentation

This permission allows a user to manage a project's documentation or help page.

Users with this permission can (only in projects they're assigned to):

  • View, create, edit, and delete help articles and categories

Briefs

View briefs

This permission unlocks the Briefs item in the project level menu.

Users with this permission can:

  • View all briefs in a project they're assigned to in read-only mode

If paired with the Manage people and deadlines permission, this will allow the user to assign briefs to others.

If a user with this permission is assigned to a role that is associated with the Draft workflow status, they will be able to claim briefs and content items that are available for claiming.

Manage briefs

Users with this permission can:

  • View all briefs in a project they're assigned to
  • Create, edit, delete, import, and export briefs

If paired with the Manage people and deadlines permission, this will allow the user to assign briefs to others.

Content Items

View all content items

Users with this permission can:

  • View all content items in a project they're assigned to (read-only mode)
  • View a content item's status
  • View who is assigned to a content item
  • View, resolve, reply to and add comments to a content item
  • View reports regarding item assignment in the recent project activity widget in the dashboard of the projects they are assigned to (i.e. John Doe was assigned to an item for x workflow stage by Jane Doe)

Manage content items

Users with this permission can:

  • View all content items in a project they're assigned to
  • Create a new content item
  • Convert a content item to brief
  • Edit a content item's text, metadata, and any other custom fields it may have
  • Change a content item's template, category, and workflow status (however, they can't change who is assigned to a particular workflow status)
  • View reports regarding item assignment in the recent project activity widget in the dashboard of the projects they are assigned to (i.e. John Doe was assigned to an item for x workflow stage by Jane Doe)

Publish content

Users with this permission can:

  • Publish an article directly to WordPress or other external CMS

The user must be assigned to a workflow status and that the said workflow status is the current active status to be able to do this. You can also pair this permission with the Manage content items permission to eliminate the requirements.

Keep in that an item can be published to WordPress regardless of its workflow status in EasyContent.

For example, even if an item is in Draft status, you can click the Publish to WP option and the article will go live on your WordPress site. This won't affect the item's workflow status and thus it will remain in Draft.

Share content

Users with this permission will be:

  • Able to generate a shareable link (more details here)

The user must be assigned to a workflow status and that the said workflow status is the current active status to be able to do this. You can also pair this permission with the Manage content items permission to eliminate the requirements.

Reports

View publishing calendar

This permission unlocks the Reports > Calendar item in the account level menu. This will also unlock the calendar widget in the project dashboard.

Users with this permission can:

  • Access the publishing calendar report
  • View the project dashboard calendar widget

This permission is often combined with manage people and deadlines permission to let them see article due dates, reassign people, and update workflow statuses directly from within the publishing calendar.

View communication report

This permission unlocks the Reports > Communication item in the account level menu.

Users with this permission will:

  • Be able to see everyone's messages within the account, even on projects they're not assigned to.
    • This includes the following:
      • Sender name
      • Recipient name
      • Their roles
      • The name of the Project where the message was sent
      • Attached content item, if any
      • Date
      • Message body

View account report

Coming soon.

View content report

This permission unlocks the ReportsContent reports item in the account level menu.

User with this permission will:

  • Be able to view and generate a content report chart for all projects within the account.

That's everything you need to know about permissions. Feel free to reach us at  support@easycontent.io with any questions or feedback.