In this article, we cover how to manage user roles.
Introduction
Administrators and producers organize editorial teams by assigning users specific permissions.
Roles group together sets of permissions that users need to accomplish their specific task.
The next paragraph show step-by-step how to manage roles and permissions with the GUIShell application.
Assigning new roles in the GUIShell
In the Page Builder, restrict what users can work on in two ways:
Assigning user roles
Assigning a user access to an Authorization Group
To assign new user roles, login to the GUIShell and then select Users from the top-left dropdown menu:
Once in the Users section, search for the user to assign roles and select the Assign Roles button:
Then select which Deltatre product to Assign roles for — you should select the Page Builder. To assign a new role, select the relevant box from the Select all roles area. Then select SET ROLES.
The Page Builder comes with three out-of-the-box roles. They are:
Role | Description |
|---|---|
Admin | Can edit everything unrestricted in the Page Builder, e.g., all pages/folders/modules/layouts and also page metadata, URLs, and variable sections. This user can also assign page, folder, module, and layout permissions. |
Full Access | Can edit everything unrestricted in the Page Builder, e.g., all pages/folders/modules/layouts, and also page metadata, URLs, and variable sections. This user can't assign page, folder, module, or layout permissions. This role is for clients who don't want to control user permissions, so they can use the Page Builder without any restrictions. |
Digital Producer | By default, this role has read-only permissions for pages/folders/modules/layouts inside the Page Builder. They can edit pages/folders/modules/layouts and also page URLs and metadata once given access to a page or folder through an Authorization Group. Digital Producers can't edit or assign any permissions. |
Creating new roles in the GUIShell
Clients can create new roles in the GUIShell using a number of preset permissions. To do this, take the following steps:
Login to the GUIShell and then hover over the Page Builder space and select View roles from the dropdown.
Select ADD NEW ROLE:
Fill out the following sections: Code (a title for your new role) and Description (a summary of what your new role should do):
Select the Permissions you want to assign to your new role, then select CREATE:
FORGE Page Builder permissions
Use the following permissions to create a new Page Builder role:
Permission | Description |
|---|---|
ViewSiteStructure | View the Site Structure and homepage. When a user is added to an Authorization Group, they can perform operations on an assigned page or folder (cut, copy, paste, etc). |
EditSiteStructure | Can perform operations on all pages and folders in the Site Structure (cut, copy, paste, etc). |
Publish | Can publish folders, pages, and menus. |
Unpublish | Can view all layouts, modules, and templates on pages. When a user is added to an Authorization Group, they can edit content on assigned pages. |
EditContent | Can edit all layouts, modules, and templates on every page. |
ViewMetadata | Can view all page metadata. When a user is added to an Authorization Group, they can edit metadata on assigned pages. |
EditMetadata | Can edit all metadata on every page. |
ViewUrlTranslations | Can view all page URLs. When a user is added to an Authorization Group, they can edit URLs on assigned pages. |
EditUrlTranslations | Can edit all URLs on every page or folder. |
ViewPermissions | View all page and folder permissions. |
EditPermissions | Can edit permissions on every page or folder. |
ViewNavigationRules | View all page Navigation Rules. When a user is added to an Authorization Group, they can edit URLs on assigned pages. |
EditNavigationRules | Edit Navigation Rules on every page. |
ViewAuthorizationGroups | View Authorization Groups section. |
ManageAuthorizationGroups | Can create, edit, and delete Authorization Groups. |
ViewAdminPanel | View the Admin Panel. |
ManageAdminPanel | Manage the Admin Panel. |
Access to all pages
Grant the following permissions to give access to all pages:
ViewSiteStructure
EditSiteStructure
Publish
Unpublish
ViewContent
EditContent