Roles control the tasks that users can execute. There are two types roles:
| Organziation roles | Manage organizations and control administrator tasks, such as adding users, managing the media library, creating and assigning assignments, and creating and sharing new projects. These roles are named administrator, project manager, user, and reviewer. |
| Project team roles |
Manage projects and control content development tasks, such as editing and sharing projects, changing and removing project team members, and adding new reviewers. These roles are named primary owner, owner, developer, and reviewer. |
The roles are hierarchical, meaning each role can do everything the role below it can do plus their own tasks.
Organization Roles
Administrator (admin) - Manages users within each organization. Admins can also manage the operations on custom directories and media in the Media Library within their own organizations.
Media Library tasks: Perform read-only operations (get properties, download, and download source) on predefined media. Perform read-write operations (create, rename, remove, and add media) on custom media directories. Perform read-write operations (delete, get properties, download, update, download source and add source) on custom media. (Cannot manipulate predefined media directories.)
Administration tasks: Manage the organization settings of their own organizations, manage users in their own organizations, .view disk usage within their own organizations, manage the skins within their own organizations, send organization emails within their own organizations.
Project management tasks: Create, import, and export projects within their own organizations. Revert projects from within their own organizations, change project settings (such as primary owner) of projects within their own organizations, and add reviewers to projects within their own organizations. Also create assignments, generate assignment reports, view project history, and generate project reports of the projects within their own organizations.
Project Manager - Manages projects of teams within the organization. The project manager can also manage the operations on custom directories and media in the Media library.
Media Library tasks: Perform read-only operations (get properties, download, and download source) on predefined media. Perform limited read-write operations (create, and add media) on custom media directories. Perform read-write operations (delete, get properties, download, update, download source and add source) on custom media if the owner and read-only operations (get properties, download, and download source) if not the owner. (Cannot manipulate predefined media directories.)
Project management tasks: Create, import, and export projects within their own organizations. Update project settings (such as primary owner) of projects if owner or primary owner (and view project settings of projects if not the owner). Add reviewers to projects if owner or primary owner. Also create assignments, generate assignment reports, view project history, and generate project reports of the projects within their own organizations. Can only delete their own assignments.
User - Manages their projects and the projects to which he or she is granted access. The user can also manage the operations on custom directories and media in the Media Library.
Media Library tasks: Perform read-only operations (get properties, download, and download source) on predefined media. Perform limited read-write operations (create, and add media) on custom media directories. Perform read-write operations (delete, get properties, download, update, download source and add source) on custom media if the owner and read-only operations (get properties, download, and download source) if not the owner. (Cannot manipulate predefined media directories.)
Project management tasks: Create, import, and export projects within their own organizations. Update project settings (such as primary owner) of projects if owner or primary owner (and view project settings of projects if not the owner). View assignments, generate assignment reports, view project history, and generate project reports of the projects within their own organizations. Cannot create, edit , or delete any assignments.
Reviewer - Reviews projects within an organization.
Media Library tasks: None.
Project management tasks: Can only be added to project team (as a Reviewer) and view projects within the team.
Project Team Roles
Primary Owner - Allowed to fully edit, manage, share, and revert the project.
Project management tasks: Revert project to previous version, rename and remove shared project, change, add, and remove team members and change primary owner. Can add new reviewers to team if their organization role is project manager or higher. Also view project history and notes.
Project editing tasks: Fully edit project.
Owner - Allowed to fully edit project, along with manage and share projects depending on ownership of checkouts.
Project management tasks: Rename and remove shared project if there are no checkouts other than their own, change, add, and remove team members but not change primary owner. Can add new reviewers to team if their organization role is project manager or higher.
Project editing tasks: Fully edit project.
Developer - Allowed to fully edit but cannot add and manage team members nor reviewers.
Project management tasks: None
Project editing tasks: Fully edit project.
Reviewer - Add notes to projects, view notes that others have added to the project, create notes reports, and preview published pages.
Project management tasks: None
Project editing tasks: None.
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