Working with Custom Author Roles

Create and assign custom author roles to have better control over authoring permissions

Administrators can set up and assign custom Author Roles to help control feature access and permissions.

To access the Manage Roles panel for Author Roles, Administrators can:

Select the Application Menu (1)
Select Users (2)
Select Author Roles (3)

On the Role Manager panel for Authors, you can:

Add new roles
Edit or remove existing Roles

Adding a New Custom Author Role

To add a new custom author role:

Select Add Role (1)
Add a Title. You can also select Is Default to set the new role to be the default for new authors being invited moving forward, plus set an Expiry date for the role. Then, select or deselect the permissions you wish the role to have. (2)
Select Ok (3)

When you add a new role, the default-selected permissions on the Create Role panel reflect the permissions of the system Default author role.

Editing an Existing Custom Role

To edit an existing custom author role:

Select the Role (1)
Select Edit (2)
Make any required changes (3)
Select Ok (4)

Any Authors currently assigned to the edit role will now have the changed settings.

Available Permission Settings and System Default Author Settings

On the Create and Edit Role panels, the permission settings are broken down into several categories.

Category	Permission	System Default Author Permission?
General	Can Create Blank Claro	Yes
	Can Create Blank Flow	Yes
	Can Create Capture	Yes
	Can Invite Users	Yes
	Can Access User List	Yes
	Can Manage Reviews	Yes
	Can Use Recents	Yes
	Can Use Baselines	Yes
	Can Use Marketplace	Yes
	Can Manage Publish Targets	No
	Can Export Project	No
	Can Import Project	No
	Can Manage Company Assets	No
	Can Import Project From PowerPoint	Yes
	Can Share Pages	Yes
	Can Edit Shared Pages	Yes
		No
Publishing	Can Publish	Yes
	Can Delete Publishes	No

Publish Menu Options	Download Website/Portal Package	Yes
	Download LMS Package	Yes
	Download LRS/LEP/LXP package	Yes
	Convey Dynamic Publishing	Yes
	Convey Dynamic Dynamic Web Link	Yes
	Download Document	Yes
	Download Offline Package	Yes
	Downloads/Shares	Yes
	Publishing Report	No

Glossaries	Can Archive Glossaries	Yes
	Can Create Glossaries	Yes
	Can Edit Glossaries	Yes
	Can Remove Glossaries	Yes

Themes	Can Change Theme Player Properties	No
	Can Add Theme CSS	No
	Can Add Theme JS	No
	Can Manage Themes	No

Teams	Can Manage	No

Collections	Can Manage	No
	Can Add/Remove Content	Yes

Author Access Assignment	Can directly assign any user to accessible content	Yes
	Can assign accessible content to Teams I own	Yes
	Can assign accessible content to Teams I'm a Member of	Yes
	Can assign accessible content to shared Teams	Yes

Reviewer Access Assignment	Can directly assign any user to accessible content	Yes
	Can assign accessible content to Teams I own	Yes
	Can assign accessible content to Teams I'm a member of	Yes
	Can assign accessible content to shared Teams	Yes

Assigning Ownership	Can grant ownership of content I own directly to users	Yes
	Can grant ownership of content I own to Teams I own	No
	Can grant ownership of content I own to Teams I'm a member of	No
	Can grant ownership of content I own to shared Teams	No