With Advanced User Management, you can tailor the specific permissions that belong to a user role to create a new custom role that suits your organization's needs.
For example, you may want to create a content creator role that is able to edit content but not create releases to distribute it or a light-administrator role who can do everything but user management.
You can choose to edit the default user roles that come set up with your Elucidat account or create a new User Role if you want to start from scratch. The default User Roles we've provided cannot be restored once they are edited—if you don't want to lose the default role, create a new one instead.
Advanced User Management is included in the Team and Enterprise tiers or as a paid add-on to your Growth subscription. With it, you can create new User Roles and modify existing ones for a more personalized set of roles that fit with your business structure. Contact your Account Manager or Customer Success Manager to discuss adding Advanced User Management to your subscription.
Before you begin
- Modifying roles is carried out using the User Management interface. This interface is shared by both Elucidat Author and Elucidat Create but each platform has its own user roles and access levels that need to be configured individually. To learn how to access the User Management page from each platform, see Accessing the User Management page.
- You can only use Advanced User Management to create and modify Elucidat Author User Roles. It is not possible to create or modify the User Roles in Elucidat Create.
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Caution: Modifying a user role will immediately change the permissions of anyone that has already been assigned that role. Before making changes, confirm that the new permissions will be suitable for all users who currently have that role assigned. If not, consider creating a new user role and re-assigning the appropriate users to it once it is set up. |
Editing the user role
- Select User Roles from the User Management interface side-bar menu.
- Choose the role you'd like to edit from the list to open the permissions editor.
- Use the checkboxes next to each permission to add or remove them from the user role—enable or disable entire categories by using the checkbox next to the category name.
Checked: the permission or category is enabled for that user role.
Unchecked: the permission or category is disabled for that user role. - Select the Save button at the top right of the page to save the permission changes to that user role.