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Roles & Permissions

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Roles & Permissions

Be able to learn about all the different roles and permissions from within the Intranet and understand what users have access to what particular areas as well as what they can and cannot do within those areas.

 

Site

Role name  Permissions
Site administrator (formerly known as webmaster) Has full access to configure all admin screens. Has full access to publishing roles and permissions. Has full access to moderating content or comments.
Theme manager (formerly known as brand manager) Should have access to all pages in Invotra Admin under ‘Theme’
Content layout manager
  • Access, create, edit, clone, disable and delete templates.
  • Manage templates in Administration
Viewer (formerly known as org user) View and comment on content types. Report comments or content. Create and edit App content. Add comments to App content.
External user

Access:

  • Extranet homepage
  • Personal feed
  • Personal content page
  • Profile page

Edit:

  • Profile settings
  • Account settings

It’s possible to give external users access to other menu items, apps, and experiences, such as profiles and the directory.

 

 

Publishing

Role name Permisions
Invotra admin Can assign the ‘ghostwriter’ role.

Menu item Manager

(Formerly known as Section manager)

A menu item manager can create, edit and delete menu items and sub menu items They can add the title, description, image, attachments, links, tags and choose to restrict access to members of the menu item. They can also add and remove members as well as give each member their role or roles. 

Perhaps most significantly, a menu item manager can edit the build and layout of a menu item. They do this by adding and configuring widgets in the regions of a chosen layout. All content is displayed through widgets, which can be configured to display the content you want to display in the design and order you want to display it.

They can also access and apply templates to menu items (landing pages) or content type pages

Publisher A publisher is notified when an editor changes the workflow state of any content type from ‘needs reviewed’ to ‘reviewed’. A publisher can create, edit, publish, unpublish, clone and delete all content types.
Editor An editor is notified when an author changes the workflow state of any content type from ‘draft’ to ‘needs review’. An editor can create, clone and change the workflow state of any content type to ‘reviewed’.
Author An author can create, clone and change the workflow state of any content type to ‘needs review’.
Moderator A moderator can manage comments that have been reported in ‘Manage content’ from their profile.

Menu item previewer

(Formerly known as Section previewer)

Allows a user without an editorial role to view content before it’s published by providing the ‘Enable preview mode’ option in their profile menu.
Content reviewer A content reviewer receives an email notification when a content type’s review date is 31 days away, and then 3 days away from passing. When a review date passes it is unpublished.
Previewer
  • Enable and disable preview mode 
  • View unpublished menu items
  • View unpublished content types
  • View unpublished menu item content types displayed in widgets
Ghostwriter
  • Makes ‘Authored by’ an editable field in content types  (News and Blogs)
  • Change the author of content
  • Makes ‘Authored by’ an editable field in comments
  • Change the author of comments

Note: The Ghostwriter role needs to be assigned in conjunction with the Blogger role or a Content publishing role

Blogger

Access, create, publish and delete:

  • Access all published blogs in the Blogs app
  • Access published blogs displayed throughout the site in widgets
  • Create, publish and delete your own blogs
Redacted role

‘giving a user the redacted user role does not give the user themselves any additional permissions

i.e. if the user has org user permissions they will continue to have only org user permissions.

The redacted user role causes the user profile to become unfindable in the system

  • They will not appear in search
  • Their name may appear as an author of content but when you attempt to access their profile X will happen

The use cases for redacted users previously have been:

  • Hiding high profile individuals contact details’
Read-only role Read-only access gives webmasters control to stop individuals from doing anything other than consuming content on their site

 

App-specific admin

Role name Permissions
Ideas administrator

Access, review, manage and delete:

  • Ideas app in Administration
  • All ideas created in the Ideas app
  • Idea statuses
  • Idea categories
  • Ideas submission form
  • All Ideas admin comments
  • You can also export ideas
Queries administrator

Access, review, manage and delete:

  • Queries app in Administration
  • All queries created in the Queries app
  • Query statuses
  • Query categories
  • Queries submission form
  • All Queries admin comments
  • You can also export queries
Groups administrator

Access

  • Must be able to access all groups regardless of whether they are a member of the group or not
  • Must be able to access the group landing page
  • Must be able to access the group landing page dashboard
  • Must be able to access the dashboard, members and docs area for each group regardless of whether they are a member of that group or not
  • Must be able to access ‘Manage Groups’ page
  • Must be able to access In Place Editor / Customise Page feature on groups landing page
  • Must be able to access groups category management page at /invotra/admin/app-settings/group-category

 

Create/Edit/Delete

  • Must be able to create post/polls/comments/docs in groups if THEY ARE a member of that group
  • Must NOT be able to create post/polls/comments/docs in groups if THEY ARE NOT a member of that group
  • Must be able to edit posts/polls/comments/docs in all groups regardless of whether they are a member of the group or not.
  • Must be able to delete posts/polls/comments/docs in all groups regardless of whether they are a member of the group or not.
  • Must be able to add/edit/delete widgets using In Place Editor / Customise Page feature on groups landing page
  • Must be able to access widget settings and style options using In Place Editor / Customise Page feature on groups landing page
  • Must be able to add/edit/delete group category taxonomies on the group category management page at /invotra/admin/app-settings/group-category
Message Wall administrator Has full access to configure all admin screens. Has full access to all published/unpublished content or comments. Has full access to moderating app content or comments.

 

 

 

 

Blog app

Blog: Posts

Viewer  Creator Moderator App admin
View
Bookmark
Like
Create 
Edit own
Edit all
Clone
Delete own
Delete all
Report other

 

Blog: Dashboard

Viewer  Creator Moderator App admin
View

Blog: Admin

Viewer  Creator Moderator App admin
Configure Comment options
Configure App icon option

 

Profile app

Profile: Home

Viewer Site Admin
View
Edit

Profile: Activity

Viewer Site Admin
View

Profile: Follow

Viewer Site Admin
View

Profile: Account settings

Viewer Site Admin
View
Edit

 

People app

People: Home

Viewer App Admin

People: Home (Text block)

Viewer App Admin
View text block
Add/Edit text block

People: Org chart

Viewer App Admin
View

People: Admin

Viewer Site Admin
View
Configure Org chart

 

Teams app

Directory roles

Role name Permissions
Viewer
  • View, search and navigate screens
  • No access to Admin tab (Hidden)
Team administrator
  • manage memberships
  • edit the details for the team
  • delete the team
Team lead
  • Has no permissions (just a title)
App admin
  • Manages Team chart
  • Manages Team emails
  • Manages Teams (Add/Edit/Delete)

 

Groups app

Group roles

Role name Permissions
Groups Manager

Access

  • Must be able to access all groups regardless of whether they are a member of the group or not
  • Must be able to access the group landing page
  • Must be able to access the group landing page dashboard
  • Must be able to access the dashboard, members and docs area for each group regardless of whether they are a member of that group or not
  • Must be able to access ‘Manage Groups’ page
  • Must be able to access In Place Editor / Customise Page feature on groups landing page
  • Must be able to access all options on the Groups Admin page 

Create/Edit/Delete

  • Must be able to create post/polls/comments/docs in groups if THEY ARE a member of that group
  • Must NOT be able to create post/polls/comments/docs in groups if THEY ARE NOT a member of that group
  • Must be able to edit posts/polls/comments/docs in all groups regardless of whether they are a member of the group or not.
  • Must be able to delete posts/polls/comments/docs in all groups regardless of whether they are a member of the group or not.
  • Must be able to add/edit/delete widgets using In Place Editor / Customise Page feature on groups landing page
  • Must be able to access widget settings and style options using In Place Editor / Customise Page feature on groups landing page
  • Must be able to add/edit/delete group category and group post category taxonomies, as well as, be able to enable comments and upload an app icon on the Group Admin page
Group Admin
  • Pin group posts or polls
  • Add or remove members
  • Make group members group admins
Member

Access

  • Groups they are a member of on the Groups landing page
  • Dashboard landing page

Create/Edit/Delete/Save own:

  • Group posts
  • Group polls
  • Group docs
  • Comments

‘Like’ or ‘Save’ other:

  • Group posts
  • Group polls
  • Group docs
  • Comments

 

 

Message Wall app

Message Wall: Posts

Viewer Creator Moderator App admin
View own unpublished
View published
View all
Create
Update own
Update all
Delete own
Delete all
Report other
Review
Like
Bookmark

Message Wall: Message Category (Types)

Viewer Creator Moderator App admin
View all
Create
Update all
Delete all
Use

Message Wall: Comments

Viewer Creator Moderator App admin
Add
Edit own
Edit all
Delete own
Delete all
Report other
Review
Like other
Bookmark

Message Wall: App admin options

Viewer Creator Moderator App admin
Edit app icon
Comment options
Message categories

Site Admin Role (Core)

Add Edit Remove
User
Theme

 

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