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.
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
- 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.