There are four types of users in Content Automation: Admins, Designers, Authors, and External Contributors.
There are four types of users in Content Automation.
- An Admin is a user that has unrestricted access to all areas within the platform. Admins are the only users that can add users, edit teams, and access the Account Settings tab.
- A Designer is a user who can build templates for the users within their organization. Designers have edit access to all projects and their documents and Admin access to the Assets and Templating tabs.
- An Author is a user with access to edit and change particular inputs and assets within a document based on a template the client created for use.
- An External Contributor is a user who is given temporary access to a document with the view to edit and make changes without having full access to the Content Automation platform and operates under a limited scope of use.
Capability | Admin | Designer | Author | Contributor |
---|---|---|---|---|
Capability Account Settings | Admin Included | Designer | Author | Contributor |
Capability User Management | Admin Included | Designer | Author | Contributor |
Capability Team Management | Admin Included | Designer | Author | Contributor |
Capability Template Management | Admin Included | Designer Included | Author | Contributor |
Capability Template Creation | Admin Included | Designer Included | Author | Contributor |
Capability Asset Library Management | Admin Included | Designer | Author | Contributor |
Capability Content Automation Approval Workflow Management | Admin Included | Designer | Author | Contributor |
Capability Reporting | Admin Included | Designer | Author | Contributor |
Capability Project Kit Creation | Admin Included | Designer | Author | Contributor |
Capability Content Automation Template Editing | Admin Included | Designer Included | Author Included | Contributor Included* |
Capability Content Automation Template Export | Admin Included | Designer Included | Author Included | Contributor Included* |
Capability Project Kits | Admin Included | Designer Included | Author Included | Contributor - |
Capability Content Automation Asset Library | Admin Included | Designer Included | Author Included | Contributor Included* |
Capability Content Automation Approval Workflow | Admin Included | Designer Included | Author Included | Contributor - |
Capability Support | Admin Included | Designer Included | Author Included | Contributor - |
*External Contributors can only access and edit assets, documents, and project kits they have been added to; these permissions can be set to view only by the project owner.