Business and Enterprise level subscriptions have three types of users: admins, authors and reviewers. Reviewers only have review permissions for projects they are assigned. Both authors and admins have authoring capabilities, but admins have much more control than the standard author. The table below outlines the different capabilities of these two positions.

Keep in mind that the author's permissions may differ from what is reflected in this table if an admin has assigned them a specific Author Role other than the default. Items marked with an asterics (*) can be controlled via author roles.

You can learn more about author roles by visiting our user guide article: Author Roles.

FeatureAdministratorAuthor

Create Projects*

Can create new projects.Can create new projects.
Edit ProjectsCan edit any project.Only those you are assigned to or have created.
Delete ProjectsCan delete any project.Only those you are assigned to or have created.
Browse ProjectsCan browse all projects.Only those you are assigned to or have created.
Copy ProjectsCan copy any project.Only those you are assigned to or have created.
Put Projects in Review*Can put any project in or out of review.Only those you are assigned to or have created.
Manage Projects

Can view complete list of all projects regardless of their status.

Can edit project properties, publish, share, export, duplicate, duplicate for translation, delete, assign users and set review directly from the Project Manager.

Authors do not have access to the Project Manager.
Assign Users*Can assign authors to any project.Can assign authors to projects you are assigned to or have created.
Unassign Users/ReviewersCan unassign authors from any project including those the author has created.Can unassign authors to projects you are assigned to or have created.
Invite Users*Can invite administrator, authors and reviewers.Can invite authors and reviewers.
Edit Users*

Can edit their own user profile information except for their email, role, workspace and account container.

Can edit the profile of other admins except for their email, role, workspace and account container. They can change the password only if they know the current password.

Can edit the profile of authors and reviewers except for their email, workspace and account container. Role can also be changed. They can change the password only if they know the current password.

Can have the system reset any user's password and have it email the user the new password.

Can deactivate any author or reviewer.

 

Can edit their own user profile information except for their email, role, workspace and account container.

Cannot edit the user profile of others.

Cannot reset the password of others.

Can only deactivate reviewers.

Project StylesCan create, edit, disable, copy, lock and unlock all project styles.

You can create, edit, disable and copy project styles for projects you've created or are assigned.

You can unlock a style only if you are the author who originally locked the style.

Glossary Terms*Can add, edit, remove, assign and unassign all glossary terms.

Can add and assign/unassign terms.

Can only edit or remove terms you have created.

Citations and References

Can add, edit and remove all references.

Can cite any reference and remove or reorder citations in any project.

Can add references.

Can only edit or remove references if you have created them.

You can cite any refernce and remove and reorder citations in your projects or projects for which you are assigned.

Media LibraryCan upload, edit, delete, replace, archive/unarchive assets to any area of the media library including the Company Assets.

Cannot upload, edit, delete, archive/unarchive or replace files to/in the Company Assets.

Cannot edit, delete, archive/unarchive or replace files that you have not uploaded or have not been uploaded to a project for which you are not assigned.

Import/Export Text to or From a ProjectCan import/export to or from any project.Only to/from projects you created or are assigned to.
TeamsCan create, edit, share, delete, email and assign to any Team.

Can create and assign users to a Team.

Can only edit, share or delete a Team you have create.

Can email any team.

Themes

Can change themes for any project.

Can create new themes.

Can create new variants.

Can duplicate themes and variants.

Can edit and delete themes and variants. Excludes system themes.

Can change the theme for a project you created or are assigned to.

Can create a new variant of an existing theme.

Can edit a variant you've created.

Publish*

Full publishing control for all projects.

Full control of publishing profiles including the ability to lock and unlock profiles.

Full control of publishing checklists.

Can publish projects you've created or have been assigned to.

Can create and duplicate publishing profiles.

Can edit publishing profiles you've created.

Can complete publishing checklist for assigned projects or projects you've created.

Cannot create or edit publishing checklists for projects.

Project Properties

Full control of all project properties including changing the status from locked to unlocked and vice versa, setting the project as Searchable or as a Baseline.

 

Can edit properties (status, category, collection, life cycles, etc.) of projects you are assigned to or have created.

Can only unlock projects that you have locked.

Authors do not have the option to set a project as Searchable or as a Baseline.

Search

Administrators can search all projects for the purpose of sharing or duplicating learning objects.

Administrators can set any project as Searchable to permit unassigned authors the ability to search for and duplicate project content.

Authors can only search projects and content from projects that they have created or for which they have been assigned unless the project has been set as searchable by an admin.

Authors can share/duplicate learning objects from projects they have created or have been assigned.

Authors can only duplicate learning objects from projects that they have not created or been assigned when the project is set to be searchable by an admin.

Authors do not have access to the Is Searchable feature to set any project as searchable.

BaselinesAdministrators can set any project as a baseline or remove it as a baseline via the project's properties.Authors do not have the option to set or remove a project as a baseline.
CategoriesFull control of Categories.Cannot create or edit categories.
CollectionsFull control of Collections.Cannot create or edit collections.
Life CyclesFull control of Life Cycles.Cannot create or edit life cycles.
ObjectivesFull control of Objectives.Cannot create or edit objectives.
Email TemplatesFull control of email templates.Cannot create or edit email templates.
Author RolesCan create new author roles and edit and remove existing roles.

Can assign a role to a new author you invite.

Cannot assign author roles to existing authors.

Cannot create new roles.

ReportingCan generate a variety of reports on project content, content activity, authors and reviewers, and logs.Authors do not have access to reporting.

 

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Questions  ( 1 )

  • 0
     Asked 1 months ago    Brent Schlenker      60   |   3  
    Can Authors set a project as a baseline?
      Answers ( 1 )

    • 0
       Answered 1 months ago    Shea Hickey      0   |   0  
      Hey Brent,
      Projects are set as baselines via the project properties, but the option only appears for administrators. So, no, authors cannot set a project as a baseline.
      Thank you for your question. I will update the article to clarify this detail.