Managing roles and permissions

Managing roles and permissions

Creating a custom role

Use the following steps to create a custom role:

1. Access your site.

2. In the left sidebar, click Users > Roles > Add role.
3. In the Role name field, enter a name for the role.

4. Click Save.

   After creating the role, you must assign permissions to make it functional.

   Note

   Custom roles created can be granted within the current site. For more information, visit Managing teams and users.

Editing an existing role

Use the following steps to edit a role:

1. Access your site.

2. In the left sidebar, click Users > Roles > Overview.
3. Find the role you want to edit.
4. In the Operations column, click Edit corresponding to the role.
5. Make the required changes.
6. Click Save.

Assigning permissions to a role

Use the following steps to configure what a role can do:

1. Access your site.

2. In the left sidebar, click Users > Permissions.

3. Locate the permissions that you want to assign.

   To locate a permission easily, you can use filters. For the ease of search, permissions are organized by categories.

   The following are the key permission categories:

   • Content permissions: Control content creation, editing, translation, and deletion
   • Media permissions: Manage upload and usage of media assets
   • User permissions: Define who can manage user accounts
   • Configuration permissions: Control site settings access
   • Module permissions: Specific capabilities for functional areas

4. Select the checkboxes in the corresponding role's columns.

   The page does not display the Admin role because Admin users have all available permissions.

5. Click Save permissions.

Assigning a role to users

Use the following steps to assign a role to one or more users:

1. Access your site.

2. In the left sidebar, click Users > User list.
3. Find the users whom you want to assign a role and select the checkbox before the username.
4. In the Action dropdown, select Add the [rolename] role to the selected user(s) and click Apply to selected items.

Assigning permissions to a role

Use the following steps to configure what a role can do:

1. Access your site.

2. In the left sidebar, click Users > Permissions.

3. Locate the permissions that you want to assign.

   To locate a permission easily, you can use filters. For the ease of search, permissions are organized by categories.

   The following are the key permission categories:

   • Content permissions: Control content creation, editing, translation, and deletion
   • Media permissions: Manage upload and usage of media assets
   • User permissions: Define who can manage user accounts
   • Configuration permissions: Control site settings access
   • Module permissions: Specific capabilities for functional areas

4. Select the checkboxes in the corresponding role's columns.

   The page does not display the Admin role because Admin users have all available permissions.

5. Click Save permissions.

Assigning a role to users

Use the following steps to assign a role to one or more users:

1. Access your site.

2. In the left sidebar, click Users > User list.
3. Find the users whom you want to assign a role and select the checkbox before the username.
4. In the Action dropdown, select Add the [rolename] role to the selected user(s) and click Apply to selected items.