Roles and Permissions

When you create or edit a user profile, you may need to restrict the access rights which the user is assigned. User roles provide a simple way to control the level of account access each user has to your brand.

Roles Explained

There are five distinct roles that can be assigned to a user in Canvasflow. These range from the  Master role which provides full system access, to the restricted Proofreader role. 

Understanding the correct role to assign to a user is an important consideration when creating profiles. Below we detail each of the different roles, along with an overview of the level of access each role allows. 

Master - The person who initially signs up for a Canvasflow account is typically the 'Account Owner' and is automatically assigned the Master role. 
The Master role offers complete access. Users assigned this role are able to view all publications that exist within the account. If the need to pass ownership to another team member ever arises, this can be achieved within your account settings or by contacting support
Administrator - The Administrator role holds the same rights as the Master role but is  relative to the brand they are a member of.  Administrators are unable to create, delete or assign users to brands which they are not an Administrator of.  Administrators will only see publications they have been assigned to by the Master user.

Editor - The Editor role allows a user to perform all the core actions needed to manage an existing brand including publishing content changes, but they are unable to create or manage new brands.

Contributor - This role is designed to enable users (internal and external) to create and contribute to existing articles.  Users assigned with this role are able to make content changes and perform basic article admin, but cannot download and publish content or perform destructive actions such as deleting articles or issues. They also have no access to a publications settings. 

Proofreader -  This is the most heavily restricted role, designed to allow users to access existing articles, make content changes and save. They are not able to add new components to an article.  A user assigned the Proofreader role is unable to create, delete or publish articles, access account settings or manage other users' information.

Role Overview

The below table provides a top level overview of which rights each role offers.

  Master Administrator Editor Contributor Proofreader
Full Account Access - - - -
View All Publications - - - -
Create Publication - - - -
Delete Publication - - -
Publication Settings - - -
Manage Users - - -
Create Issue - -
Edit Issue - -
Delete Issue - -
Style Manager - -
Template Manager - -
Publish Article - -
Publish All Articles - -
Change Article Style - -
Unpublish Article - -
Create Article -
Edit Article Metadata -
Move Article -
Hide Article - -
Reorder Article -
Duplicate Article -
Download Article - -
Delete Article - -
Create PDF - -
Add Article Components -
Create Twixl Collection -
Create Twixl Content Item -
Send Push Notification - -
Update Staging Feed - -
Send Issue to Production - -
Make Content Changes
Save Content
Re-order Canvas Components
Access Support
Submit Feature Request

Notes

  1. Some user rights are channel dependent.  Some options will only be displayed if the brand they are working on is connected to a publish channel which supports these actions.

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