User Roles and Permissions

User Roles

The Knowledge Tier supports four user roles:

Administrator

The Administrator role has full access to all areas and functionality in the Knowledge Tier, and can create user accounts. This role should be assigned to a limited number of users.

Business Admin

The Business Admin role has the same permissions as an Author, but can also add, edit and delete categories and category values.

Author

The Author role has full access to all assets, but no access to sites, accounts or categories.

Viewer

The Viewer role has read-only access to all assets and no access to sites, accounts or categories. Viewers cannot see options that they do not have permission to, such as the Add icon for adding assets or the Edit icon to edit assets.

NOTE: Administrators have the permissions to change a user’s role. Refer to Change User Role for more information.

Permissions

The following table outlines the functions permitted by role in the Knowledge Tier:

Functions User Roles
 

Administrator

Business Admin

Author

Viewer

Asset Management

View assets

X

X

X

X

Add, edit and delete assets

X

X

X

 

Access Bulk Update to edit assets

X

X

X

 

Comment on assets

X

X

X

X

Contest assets

X

X

X

 

Assign assets

X

X

X

 

Sponsor assets

X

X

X

 

Endorse assets

X

X

X

 

Approve assets

X

X

X

 

Relate assets

X

X

X

 

Update asset status

X

X

X

 

Add supporting documentation to assets

X

X

X

 

Use “Jump To” links

X

X

X

X

Upload assets remotely

X

X

X

 

Submit asset uploads for publication

X

X

X

 

Data Set Management

View data sets

X

X

X

X

Add, edit and delete data sets

X

X

X

 

Add, edit and delete contacts

X

X

X

 

Sites Management

View Sites

X

 

 

 

Add, edit and delete sites

X

 

 

 

Category Management

View categories

X

X

   

Add, edit and delete categories

X

X

   

Strategy Management

View strategy

X

X

X

X

Add, edit and delete strategy

X

X

X

 

View strategy assets

X

X

X

X

User Account Management

View user accounts

X

 

 

 

Add, edit and delete user accounts

X

 

 

 

View About Me

X

X

X

X

Sign out

X

X

X

X

Deep Guidance

View Deep Guidance

X

X

X

X

Add suggested details

X

X

X

X

Notifications

View notifications

X

X

X

X

Edit notification settings

X

X

X

X

Search

Perform a search

X

X

X

X

Dashboards

View dashboards

X

X

X

X