Roles

Create a Role

1. Open Roles

2. Press Create

3. Define User Rights

4. Save

In the detail view of the role, you can directly assign users.

Open

Create role, give permissions and add users.

After the Creation of the Role

1. Add the role to Permission Sets

2. Add the role to a user

3. Add the role to a channel

Access Role in User Search

The Roles are saved in a field called: 

userRoleId

Therefore you can search for Roles in the menu Users to find all users of a role. You cannot access roles in the Content Browser, but only Permission Sets. 

Update a Role

1. Open Roles

2. Select your desired role

3. Update role details or user rights

4. Save

Open

find and update a role

Delete a Role

1. Open the desired menu

2. Look for the delete icon  

3. Open

   

   Choose delete from the context menu or the toolbar in the browser or detail view

4. Confirm your desire to delete. 

Roles with users cannot be deleted. You must remove the users first.

Open

Remove role with users, but first removing users from the role.

Delete Users of a Role

You can only delete roles when no users are assigned.

1. You can open the role, click & select all users and remove all users.

Open

Batch remove users of a role.

1. You can search for the users of this role. 

Best Practice Role Setup

A best practice role setup follows a certain naming convention, that allows a sort of grouping. This way new roles can be added easily. 

• 10 Super Admin (mainly Picturepark support)

• 20 Administrators

  • 21 Admins Germany

  • 22 Admins Switzerland

  • 23 Admins Austria

• 30 Editors Schema

  • 31 Editors Germany

  • 32 Editors Switzerland

  • 33 Editors Austria

• 40 Editors Content (Metadata)

  • 41 Editors Germany

  • 42 Editors Switzerland

  • 43 Editors Austria

• 50 Reader Picturepark

  • 51 Reader Internal

  • 51 Reader Dealer

• 60 Reader Portal

  • 61 Reader Pres