contentCloud | Assign permissions to projects, folders or units
ContentCloud users may have one or more roles (Administrator, Manager, Author, or Reviewer) but, in order to exercise those roles, we must configure which projects, folder, or units to exercise them in. That is, we must grant them access permissions.
Check the permissions that users already have granted
This is an action that can only be done by the Administrator.
To verify which roles and permissions different users have, we access the
Usuarios tab. Here you will see the full list of users who have roles assigned to contentCloud.
To know if they are active users, that is, they have permissions granted on any project or unit and are therefore consuming license we will see that the roles they have are displayed in color:
1. Green color, if he has permissions assigned to that role. For example, all administrators have permissions automatically, so all those users will have that role marked in green.
2. Grey color. In this case, the user is granted the role, but does not yet have permissions assigned to any project or unit.
3. If the user has multiple roles and only has permissions on one, only the one who is active will be green. For example, the designated user has permissions with a reviewer role in a project but has not yet been granted permissions as an author.
By activating the filters on the
Usuarios tab, you can filter the list of users based on their role and whether they are using license, that is, if they have permissions granted. This filter will be useful for querying, for example, which users with author roles are using the purchased licenses.
By double-clicking on each user's card you can verify where you have permissions. Thus, you can see if you can access an entire project, or a specific folder and/or drive.
Check which users have permissions on a project
This can be performed by Administrators and Managers.
If what we want is to know which users have some kind of permission in a project, we need to access it and access the
Equipo tab. All users with permissions, either throughout the project or only in a folder or drive, will be displayed here.
If you want to know what specific permissions a user has in the project, simply double-click it. This will show which folders and/or drives you have permissions to.
Granting full permissions to a user
This action can only be performed by an Administrator.
By default, only Administrators can access all projects and their folders and drives. If we want a user to be able to exercise their role in all contentCloud projects and avoid having to give project-to-project permissions, simply enter the Users tab, double-click on the user and activate the
Todos los proyectos option.
From that point on, for example, a Manager could manage all projects; An Author could edit all authorship units in any project, and a Reviewer could exercise its role in all contentCloud authorship units.
Grant permissions on a specific project, folder, or drive
This can be performed by both Administrators and Manager.
If we want to give specific permissions on a specific project, folder or drive, it is necessary to access the option
Gestionar permisos found in the options menu of each item:
A dashboard will be accessed that shows all current users with permissions and which ones they have. If desired, you can grant additional permissions to current users or add a new user.
We locate the desired user and press
Finally, it checks what roles you can play and whether you want it to play all or just one of them.