Content Automation User Permissions

There are 4 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 are able to add users and edit teams as well as access the Account Settings tab.

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

An Author is a user that has access to edit and change particular inputs and assets within a document, based on a template that has been created by the client 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, and these permissions can be set to view only by the project owner. 

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