Roles

This help article covers configuring Roles and Permissions. To access the Roles page, go to the account menu, click on Team, and then click on Roles.

The Roles page is divided into two sections.

The first section is for configuring and managing roles and the second is for configuring permissions.

Roles

In the Roles section, you can freely edit and delete any role except for the Admin and Writer roles.

The Admin role can't be edited. The Writer role can be renamed, but you can't delete it. However, you can configure their permissions without restrictions.

Default User Roles

When you create your account, there will be five default roles: Admin, Content Manager, Editor, Subject Matter Expert, and Writer.

The Admin, Editor, and Writer roles are activated by default. The other two, Content Editor and Subject Matter Expert, are deactivated, as indicated by the lock icon next to their name.

The default active roles (admin, writer, and editor) should be enough to get you started.

These roles have the standard permissions applied for them, which is based on what you would expect from someone with those roles. All you need to do is to assign the correct roles to your team members and you're good to go!

However, as your team continues to grow, you'll find that you might want to adjust these roles to your liking or even create completely new ones based on your needs.

Let's see how to create a new role in the next section.

Creating New Roles

To create a new role, click the Add new role button. Give your new role a name and an optional description.

⚠️ The new role will have no permissions. You need to configure it in the Permissions section, which is covered below.

Editing Your Roles

To edit a role, click its corresponding edit button. This will let you rename a role or update its description.

Clicking the three-dot menu brings out a submenu for duplicating, deactivating, and deleting a role.

When you deactivate a role, you won't be able to assign it to a user. You can't deactivate a role that's currently assigned to a user.

When you duplicate a role, a copy of it is created along with all its permissions.

Deleting a role removes it from your account. You can't delete a role that's currently assigned to a user.

Assign Your New Role to a Workflow Status

Whenever you create a new role, it must be assigned to a workflow status in a project. Otherwise, users with this role won't be able to work on any content items or briefs.

Keep in mind that different projects have different workflow settings so you will have to assign your new role to a workflow status on every project you want them to work on.

Learn more about this in "Why can't I assign a user to a brief or workflow status?"

Permissions

The permissions section is a table containing all of the currently available permissions that you can grant to a role.

To grant specific permission to a role, simply click the matching checkbox. Changes are automatically saved.

Remember that you can rearrange the roles? The permissions table follows that arrangement. For example, if you move the Editor role before Content Manager, the table will display (from left to right) Editor before Content Manager.

Configuring Permissions

Configuring permissions is fairly easy. All you have to do is check the box for the permission you want to activate under a role's name.

The permissions are grouped according to the application area they apply to. For example, the Admin role has all the Account permissions.

We have a detailed explanation of every permission in EasyContent to help you understand what they all do.