Knowledge Base

Role customization

Last Modified:
10 Aug 2022
User Level:
Administrator

Description

User rights and roles can be customized to suit your organization and governance requirements.

  1. View details of the user types.
  2. View a matrix of configurable rights.

Go to System administration > User rights & roles > Role customization

Within Role customization there are ten areas where customizations can be made:

  1. Site structure 
  2. Approval 
  3. Preview/Publish 
  4. Media 
  5. User management 
  6. Accessibility reports 
  7. SEO reports 
  8. Channel management 
  9. Package 
Item Description Options Default
Site structure
Create/edit/delete sections Sets the minimum access level required to create/edit/delete sections Select Contributor, Moderator, Power user or Administrator Moderator
Set output URIs Sets the minimum access level required to set output URIs Select Moderator, Power user or Administrator Moderator
Set a path as an output URI Sets the minimum access level required to set a path as an output URI (an output URI that contains one or more "/") Select Moderator, Power user or Administrator Administrator
Only show accessible sections for Restricts the site structure for the user level to only display sections to which they have been granted edit rights Enable / disable for Power user, Moderator, Contributor  
Approval
Enable automatic approval for Adds a "Save and approve" option when adding or editing content Enable / disable for Administrator, Power user, Moderator  
Enable selective approval for Sets the ability to bulk select content for approval Enable / disable for Administrator, Power user, Moderator  
Preview/Publish 
Default channel

Sets the default channel for the user type. If no default channel is set and there is more than one channel, the user is prompted to select a channel when previewing content. This setting can also be configured for groups or for individual users by modifying their profiles. If a default preview channel has been specified in more than one place, the system will apply the following logic:

  • Check the user profile: if a default channel has been set, this will be used.
  • Check the user's group profile: if a default channel has been set and no default channel is set for the individual user, the group setting will be used.
  • Check the publish handler: if a default channel has neither been set for the individual user, nor for the group(s) the user belongs to, the default channel specified in the publish handler will be used. 
 Select a channel from the list  
'Publish now' minimum user level Specify the minimum user level permitted to "publish now" on content or sections. "Publish now" is enabled in the publish and preview configuration. Select Moderator, Power user or Administrator Administrator
When assigned to channel/microsite Specify the minimum user level permitted to use "publish now" within channels/microsites to which they have been assigned. The user level selected would be a lower level than the 'Publish now' minimum user level above. Set the minimum user level to which this applies and then assign the channels to the users by editing the individual users. Select Moderator or Power user Moderator
Media
Media auto publish minimum user level Select the minimum user level permitted to set the "auto publish" options of a media category. Select Moderator, Power user or Administrator Administrator
Media access rights minimum user level Select the minimum user level permitted to set the "access" options of a media category. Select Moderator, Power user or Administrator Administrator
Media edit rights minimum user level Select the minimum user level permitted to set the "edit rights" options of a media category. Select Moderator, Power user or Administrator Moderator
User management 
Allow power users to Sets actions available to power users Enable / disable for Add users, Edit users and Delete users  
Accessibility reports 
Allow access to Sets the user levels with access to the accessibility reports when viewing the site structure Enable / disable for Administrator, Power user, Moderator, Contributor  
SEO reports 
Allow access to Sets the user levels with access to the SEO reports when viewing the site structure Enable / disable for Administrator, Power user, Moderator, Contributor  
Channel management 
Allow power users to manage channels Check this option to allow power users to manage channels Enable / disable  
Package 
Media archive minimum user level Sets the minimum user level permitted to upload a zip archive of media. You can then create a package to upload to the media library Select Moderator, Power user or Administrator Power user