Content Automation User Permissions

Please visit Content Automation user permissions in the Smartsheet Help Center. Starting December 29, 2023 the Brandfolder Knowledge Base will only live on Smartsheet Help.

 

There are four types of users in Content Automation.

An Admin is a user that has unrestricted access to all areas within the platform. Admins are the only users that can add users, edit teams, and access the Account Settings tab.

A Designer is a user who can build templates for the users within their organization. Designers have edit access to all projects and their documents and Admin access to the Assets and Templating tabs.

An Author is a user with access to edit and change particular inputs and assets within a document based on a template the client created for use. 

An External Contributor is a user who is given temporary access to a document with the view to edit and make changes without having full access to the Content Automation platform and operates under a limited scope of use.

 

Capability

Admin 

Designer

Author

Contributor

Account Settings

Yes 

-

-

-

User Management

Yes

-

-

-

Team Management

Yes

-

-

-

Template Management

Yes

Yes

-

-

Template Creation

Yes

Yes

-

-

Asset Library Management

Yes

-

-

-

Content Automation Approval Workflow Management

Yes

-

-

-

Reporting 

Yes

-

-

-

Project Kit Creation

Yes

-

-

-

Content Automation Template Editing 

Yes

Yes

Yes

Yes*

Content Automation Template Export

Yes

Yes

Yes

Yes*

Project Kits

Yes

Yes

Yes

-

Content Automation Asset Library

Yes

Yes

Yes

Yes*

Content Automation Approval Workflow 

Yes

Yes

Yes

-

Support 

Yes

Yes

Yes

-

 

*External Contributors can only access and edit what they have been added to; these permissions can be set to view only by the project owner.

 

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