This article covers Roles and Permissions. The Roles page can be accessed through the account level menu if you have the right permissions.
Table of Contents
The Roles page is divided into two sections. The first section is for configuring and managing roles and the second section is for configuring permissions.
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 at all, but you can duplicate it. The Writer role can be renamed and duplicated, but you can't delete it.
Default User Roles
When you create your account, there will be five default user roles: Admin, Content Manager, Editor, Subject Matter Expert, and Writer.
The Admin, Editor, and Writer roles will be activated by default. The other two, Content Editor and Subject Matter Expert, are deactivated, indicated by the lock icon next to their name.
If you don't have the time to fine-tune roles and permissions, good news!
The default activated roles (admin, writer, and editor) should be enough to get you started. These roles have the standard permissions activated for them, which is based on what one would expect from someone with the said roles.
So if you want to get straight into utilizing EasyContent to create content, then you don't have to worry about setting up roles and permissions. All you need to do is to the correct roles to your team members.
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 changing needs.
With that in mind, we're going to 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, if you want, a description.
⚠ The new role will have no permissions. You need to configure it in the Permissions section, which we'll cover later.
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. The three-dot menu for a deactivated role will update to replace the "deactivate" option with "activate".
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 assigned to a user.
Assign Your New Role to a Workflow Status
Your new role will not be assigned to any workflow status in any of your projects. This will affect how a user with this role can interact with your EasyContent account.
One example is you might find that a user with the new role can't claim tasks even though they have the right permissions. Ensure you assign the new role to a workflow status in your projects.
Keep in mind that different projects have different workflow settings so you will have to associate your new role with a workflow status on every project.
Learn more about this in "why can't I assign a user to a brief or workflow status?"
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 have the ability to 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 is fairly easy. All you have to do is to 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.
Feeling overwhelmed by the number of permissions? Don't worry, we got you covered! We have a detailed explanation of every permission in EasyContent to help you understand what all of these are.