Understanding user roles and permissions
In our system, user roles define what actions users can take. Here’s a simple guide to understanding the different roles and their permissions.
1. Admin
- Access: Has access and control over the organization they’re part of.
- Key Permissions:
- Settings: Can edit settings like org name, org logo and brand colors.
- Users: Can add, edit, and remove users, and set permissions.
- Brands: Can manage all organization brands (this includes editing and deleting any existing brand).
- Templates: Can view all org, personal and global templates, edit org & personal templates, convert personal templates into org templates, publish and unpublish all templates and change their order.
- Lookbooks: Can create, view, convert from test and archive all Catalogs and flyers.
- Presentations: If a Presentations license is assigned, they can create, edit, view, and delete all Presentations.
2. Sales
- Access: Limited actions based on assigned permissions.
- Key Permissions:
- Brands: Can see and use all brands within the organization but can only manage self-created brands.
- Templates: Can view all org and global templates, create and edit their own personal templates, but can’t see others’ personal templates. Once converted to org templates, they become uneditable to Sales users.
- Lookbooks: Can create catalogs and flyers and view all previously created content, and can only archive self-created lookbooks.
- Presentations: If a Presentations license is assigned, they can create presentations, view all presentations, but only edit or delete the ones they created.
3. Sales (private)
- Access: similar as Sales, but can only see what they've created.
- Key Permissions:
- Brands: Can see, use and manage self-created brands only.
- Templates: Can view all org and global templates, create and edit their own personal templates, but can’t see others’ personal templates. Once converted to org templates, they become uneditable to Sales (private) users.
- Lookbooks: Can create and archive self-created catalogs and flyers only.
- Presentations: If a Presentations license is assigned, they can create, edit and delete their projects and presentations only.
4. Designer
- Access: Focuses on art and brands, but doesn’t create or manage lookbooks or presentations.
- Key Permissions:
- Brands: Can create and manage all organization brands, including editing and deleting any existing brand.
- Templates: Can view all org, personal and global templates, edit org & personal templates, convert personal templates into org templates, publish and unpublish all templates and change their order.
- Lookbooks: Can create catalogs and flyers and view all previously created content, and can only archive self-created lookbooks.
5. Manager
- Access: Has partial access and control over the organization they’re part of.
- Key Permissions:
- Users: Can add, edit, and remove users, and set permissions.
- Brands: Can manage all organization brands (this includes editing and deleting any existing brand).
- Templates: Can view all org, personal and global templates, edit org & personal templates, convert personal templates into org templates, publish and unpublish all templates and change their order.
- Lookbooks: Can create, view, and archive all Catalogs and flyers.
- Presentations: If a Presentations license is assigned, they can create, edit, view, and delete all Presentations.
By assigning the appropriate roles and permissions, users have the right access to perform their specific tasks effectively!