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Roles

The Users and Roles screens allow you to manage permissions for all screens apart from the new modules:

  • Channel Management

  • Product Management

To manage permissions for these modules, use the new Permissions Management application.

Creating access roles

To create a new role:

  1. On the Access Roles list page, click CREATE ACCESS ROLE .

  2. Enter a name and description for the role, and then select the required permissions below.

  3. Click the CREATE ROLE button to save the details.

Tab

Purpose

Access

For each role, permissions are listed for each of the OpCon screens. Some screens are nested under a parent; for example, Catalogue and Workflow are nested under Content. Nested screens can be viewed using the expand 

icon at the end of applicable rows). The default setting for all screens is Exclude.

On this tab, select the level of access for the role.

  • Full access provides full ability to create, edit, delete, move etc.

  • Editor permissions provide a lower level of access with limited ability to create, edit, move etc. You can configure additional settings such as delete for some screens via the Restrictions and Additional tabs.

  • Read provides read-only access, i.e. no ability to create, edit, delete, move etc.

  • Exclude removes access to the page completely.

  • Inherit applies to nested screens only and means that nested screens inherit the permission level of the parent. 

You can configure different privileges for different items. For example, you could set Editor permissions for the Dashboard and Read for the Rails builder etc.  

Restrictions

Delete permissions can be configured for the Content Catalogue screen for entities such as Editorial Content, Technical Content and Nodes. The default setting for these values is to disable delete. Additional delete settings must also be configured in the Additional tab if delete support is required; see Restrict Node Delete below.

Additional

Node Settings

  • Restrict Node Access
    Restricts all node and content addition, copy and move operations at and above this level in the node hierarchy. The default setting is to allow these operations at any level.

  • Restrict Node Delete
    Restricts the ability to delete nodes at and above this level in the node hierarchy. The default setting is to restrict deletion at any level. Delete support for entity types must also be enabled on the Restrictions tab for this depth-level setting to take effect.

Bulk Copy Settings

  • Enable Copy with Content
    Restricts the ability to copy nodes with associated content links.

  • Max Content
    Sets the maximum number of new content links allowed to be created by a copy with content operation. The copy operation will be blocked if the requested action results in new content links above this limit.

Addition of Content To Nodes Settings

  • Allow addition of new content
    Enables or restricts the ability to add new content to a node.

Assigned Users

Displays the users assigned to the role.

Assigning users to roles

Use this to assign internal users to a role. For further details, see Adding items.

  1. Display the Role in View mode, select the Assigned Users tab and click MANAGE ASSIGNED USERS .

  2. Locate the user to be added to the role and click the Add

     icon. To add all the users to the role, click ADD PAGE .

  3. Click the SAVE CHANGES button to save the details.

Use this to remove users from a role. For further details, see Removing items.

  1. Display the Role in View mode, select the Assigned Users tab and click MANAGE ASSIGNED USERS .

  2. Locate the user to be removed from the role, and click the Remove

    icon. To remove all the users from the role, click REMOVE ALL .

  3. Click the SAVE CHANGES button to save the details.

You can also assign roles to users – see Users.

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