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Asset Management |
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Brand |
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Collections |
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Heavy user |
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Content Customization |
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Heavy user |
Regular user |
Light user |
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Homepage |
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Heavy user |
Regular user |
Light user |
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Preset |
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Heavy user |
Regular user |
Light user |
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Reporting |
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Heavy user |
Regular user |
Light user |
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Sharing |
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Heavy user |
Regular user |
Light user |
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System Admin |
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Heavy user |
Regular user |
Light user |
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Taxonomy |
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Heavy user |
Regular user |
Light user |
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Users and Permissions |
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Waiting Room |
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Regular user |
Light user |
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Note: In order to avoid conflicting user rights only one CX User Community permission can be set up per permission profile.
Creator | Manager | Viewer |
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Permissions in Custom Links
Creator | Manager | Viewer |
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Permissions in Content Workflow
Permission | Access Granted |
Access all projects |
Ability to access all projects in your Content Workflow account. |
Access account settings |
Ability to access and edit all account settings - except changing the account owner. |
Create projects |
Permission to create, archive, or delete a project. |
Change billing & subscription. |
Ability to update billing details, view invoices, and change account plans. |
Receive product updates via email |
You can opt-in or out of the Content Workflow product updates. |
Access all items |
Ability to view and access all Items in the projects they have access to. |
Create items |
Ability to add, archive, and delete Items. They can also restore archived items. |
Create templates |
Permission is required to add and edit the structure of Items. Permission to create, edit, import, duplicate templates. |
Edit Workflow |
Permission to view and edit the project workflow(s). |
Assign items |
Permission to add and remove assignees from items. |
Set due dates |
Ability to add, change, and remove due dates. |
Update workflow status |
Permission to change the workflow status of items. |
Leave comments |
Permission to comment on any item that the user has access to. |
Edit content |
Ability to write, edit, and remove content from any item the user can access. |
Export content |
Permission to export content as Word or PDF documents. |
Access the content map. |
The user with this permission can access the content map tab in every project they have access to. |
Access files |
Permission to access the files library tab and to download files for all projects they can access. |
Manage users |
You can invite users and remove them from the Content Workflow account. You can also choose user permissions and which projects users have access to. |
Manage roles and permissions. |
Possibly the most important permission. Ability to edit user permissions, including their own. Use appropriately! |
Can generate AI content |
Permission to generate content using the AI assist tool, where enabled. |
Manage Webhooks |
Permission to create, edit and manage webhooks in your account. Just so you know, webhooks can access all items, templates, workflow statuses and comments within a project. |
NOTE: Account Owner is a Master role, so it cannot be edited. Only one person can be the account owner of an account.
Permissions in DAT
Heavy user | Regular user | Light user |
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Permissions in Studio
Admin | Content Designer | Content Creator | ||||
Owner | Contributor | Owner | Contributor | Owner | Contributor | |
Projects | ||||||
Rename project | X | X | X | X | X | X |
Delete project | X | X | X | |||
View project permissions | X | X | X | X | X | X |
Update project permissions | X | X | X | X | X | |
Transfer ownership | X | X | X | X | ||
Admin | Content Designer | Content Creator | ||||
Designs | Owner | Contributor | Owner | Contributor | Owner | Contributor |
List designs | X | X | X | X | X | X |
View design | X | X | X | X | X | X |
Rename design | X | X | X | X | X | X |
Edit design | X | X | X | X | ||
Manage design sizes | X | X | X | X | ||
Delete design | X | X | X | |||
Duplicate design | X | X | X | X | X | X |
View design permissions | X | X | X | X | X | X |
Update design permissions | X | X | X | X | ||
Transfer ownership | X | X | X | |||
Move design | X | X | X |
Updated