Resource Roles (Permissions)

What users can see and do with a resource, such as a document, content item, or site, depends on the role (or permission) they’re assigned when the resource is shared with them. For example, they might be the manager of one site, a contributor to a folder, or a viewer for another site.

The basic permissions of the roles are described here, but different resources handle permissions slightly differently, as described in the sections in this topic. Also note that, resource roles are cumulative. That is, the Downloader role has all the privileges of the Viewer role with added privileges. The Contributor role has all the privileges of both the Viewer and Downloader roles, and so on.

  • Viewer: Viewers can view the resource but can’t change anything.
  • Downloader: Downloaders can download the resource or its associated files and save them to their own computer.
  • Contributor: Contributors can edit the resource. Depending on the type of resource, this might mean they can rename it, edit tags or properties, and other similar tasks.
  • Manager: Managers have full control of the resource (with the exception of folders, see below), including adding users as members and assigning them roles for the resource.

When you create a resource, you’re automatically assigned as the Owner of the resource (with the exception of resources created in shared folders). This gives you full control of the resource. It also means that you can't be removed from the resource and your role can't be changed.

As a service administrator, you can also set a default role to assign to new users that are added to a folder.

To view the roles for a particular resource, click one of the following links:

Asset Types

You must have the enterprise user role, content administrator role, and one of the listed resource roles to perform the following tasks with asset types.

Task Owner Manager
View an asset type (in the Administration: Content area)

You control users ability to use an asset type through settings in the repository.

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Create an asset type

Any user with the enterprise user role and content administrator role can create asset types.

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Edit an asset type Checkmark Checkmark
Share an asset type Checkmark Checkmark
Delete an asset type Checkmark Checkmark

Assets

You must have the enterprise user role and one of the listed resource roles to perform the following tasks with assets. Access to assets can be refined based on asset types and taxonomy categories using granular permissions in the parent repository.

Task Manager Contributor Viewer
View an asset

You need one of these roles for the repository where the asset is managed.

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Create or upload an asset

You need one of these roles for the repository where the asset will be created and the asset type used to create the asset, and the asset type used to create the asset must be associated with the repository.

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Edit an asset (asset, tags, collections, properties, upload new version of digital asset)

You need one of these roles for the repository where the asset is managed.

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Publish an asset

You need at least Viewer access to the parent repository, plus one of these roles for the publishing channel that will be used to publish the asset.

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Move an asset through workflow

You need at least Viewer access, plus any required workflow role.

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Delete an asset

You need one of these roles for the repository where the asset is managed.

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Download a digital asset

You need one of these roles for the repository where the asset is managed.

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Audience Attributes

If you have the enterprise user role and content administrator role you can perform any task with audience attributes.

Collections

You must have the enterprise user role, at least view access to the parent repository, and one of the listed resource roles to perform the following tasks with collections.

Task Manager Contributor Viewer
View a collection Checkmark Checkmark Checkmark
Create a collection

You need one of these roles for the repository in which you create the collection.

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Add an asset to collection (digital asset, content item, or document)

To add an asset to the collection, you one of these roles for the collection. To create a new asset directly in the collection, you need one of these roles for the parent repository (to create the asset), and one of these roles in the collection (to add the asset to the collection).

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Remove an asset from collection

Note: Removing an asset from the collection, doesn't delete the asset from the parent repository.

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Edit a collection (rename, properties) Checkmark    
Share a collection Checkmark    

Components and Layouts

If you have a standard user or enterprise user role and one of the listed resource roles, you can perform the following tasks with components and layouts.

Task Owner Manager Contributor Downloader Viewer
View a component or layout (component/layout and properties in the Developer area)

To use content layouts, content field editors, and content forms in asset types, users need to be able to create or edit asset types, and the content field editors and content forms must be promoted.

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Create a component or layout

Any user with the standard user or enterprise user role can create components or layouts.

Note: If your service administrator limited component creation to site administrators, you must be a site administrator.

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Edit a component or layout (edit or upload component or layout files) Checkmark Checkmark Checkmark    
Copy or export a component or layout Checkmark Checkmark Checkmark    
Delete a component or layout Checkmark Checkmark      
Share a component or layout Checkmark Checkmark Checkmark    

Content Workflows

You must have the enterprise user role, repository administrator role, and one of the listed resource roles to perform the following tasks with content workflows.

Task Manager
View a content workflow

Any user with the enterprise user role and repository administrator role can view content workflows.

N/A
Register a content workflow

Any user with the enterprise user role and repository administrator role can register content workflows.

N/A
Disable a content workflow Checkmark
Unregister a content workflow Checkmark
Share a content workflow Checkmark

Conversations

If you have a standard user or enterprise user role, you can create conversations. To view and participate in a conversation, you must be a member of the stand-alone conversation or have access to the resource associated with the conversation.

Editorial Roles

You must have the enterprise user role, repository administrator role, and one of the listed resource roles to perform the following tasks with editorial roles.

Task Owner Manager
View an editorial role

Any user with the enterprise user role and repository administrator role can view editorial roles.

N/A N/A
Create an editorial role

Any user with the enterprise user role and repository administrator role can create editorial roles.

N/A N/A
Edit an editorial role Checkmark Checkmark
Copy an editorial role

Any user with the enterprise user role and repository administrator role can copy editorial roles.

N/A N/A
Share an editorial role Checkmark Checkmark
Delete an editorial role Checkmark Checkmark

Experiences

If you have the enterprise user role and developer application role you can perform any task with experiences.

Files and Folders

If you have a standard user or enterprise user role and one of the listed resource roles, you can perform the following tasks with files and folders.

Task Owner Manager Contributor Downloader Viewer
Upload a file

Any user can upload top-level files.

To upload a file to a folder, you need one of these roles on the parent folder.

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Create a folder

Any user can create top-level folders.

To create a subfolder, you need one of these roles on the parent folder.

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View a file or folder

For top-level files, you must be the owner or the owner must share a link with you giving you one of these roles.

For other files or folders, you need one of these roles on the folder itself or the parent folder.

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View the properties, tags, and metadata

For top-level files, you must be the owner.

For other files or folders, you need one of these roles on the folder itself or the parent folder.

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View the file access history and versions

For top-level files, you must be the owner.

For other files, you need one of these roles on the parent folder.

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Edit the properties, tags, and metadata

For top-level files, you must be the owner.

For other files or folders, you need one of these roles on the folder itself or the parent folder.

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Configure public link settings for a folder Checkmark Checkmark      
Edit custom property values Checkmark Checkmark Checkmark    
Collaborate on a file or folder (file annotations and conversation)

For top-level files, you must be the owner or the owner must share a link with you giving you one of these roles.

For other files or folders, you need one of these roles on the folder itself or the parent folder.

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Move a file or folder

For top-level files or top-level folders, you must be the owner.

For other files or folders, you need one of these roles on the folder itself or the parent folder.

Moves must be made to a target folder with the same owner as the source folder.

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Copy a file or folder

For top-level files, you must be the owner.

For other files or folders, you need one of these roles on the folder itself or the parent folder.

Copies must be made to a folder you own or to a folder where you have the Contributor Manager roll (write permissions).

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Rename a file or folder

For top-level files, you must be the owner or the owner must share a link with you giving you one of these roles.

For other files or folders, you need one of these roles on the folder itself or the parent folder.

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Download a file or folder

For top-level files, you must be the owner or the owner must share a link with you giving you one of these roles.

For other files or folders, you need one of these roles on the folder itself or the parent folder.

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Share members-only links to a file or folder

For top-level files, you must be the owner.

For other files or folders, you need one of these roles on the folder itself or the parent folder.

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Share public links to a file or folder

For top-level files, you must be the owner.

For other files or folders, you need one of these roles on the folder itself or the parent folder.

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Upload a new version of a file

For top-level files, you must be the owner or the owner must share a link with you giving you one of these roles.

For other files, you need one of these roles on the parent folder.

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Lock a file

For top-level files, you must be the owner.

For other files, you need one of these roles on the parent folder.

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Delete a file or folder

For top-level files and top-level folders, you must be the owner.

For other files or folders, you need one of these roles on the folder itself or the parent folder.

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Manage members for a folder

You need one of these roles on the folder itself or the parent folder.

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Localization Policies

If you have the enterprise user role and repository administrator role you can perform any task with localization policies.

Publishing Channels

You must have the enterprise user role, repository administrator role, and one of the listed resource roles to perform the following tasks with publishing channels.

Task Owner Manager Viewer Contributor
View a publishing channel Checkmark Checkmark Checkmark Checkmark
Create a publishing channel

Any user with the enterprise user role and repository administrator role can create publishing channels.

N/A N/A N/A N/A
Edit a publishing channel Checkmark Checkmark   Checkmark
Share a publishing channel Checkmark Checkmark    
Delete a publishing channel Checkmark Checkmark   Checkmark
Publish assets Checkmark Checkmark   Checkmark

Ranking Policies

If you have the enterprise user role and content administrator role you can perform any task with ranking policies.

Recommendations

You must have the enterprise user role and one of the listed resource roles to perform the following tasks with recommendations.

Task Manager Contributor Viewer
View a recommendation

You need one of these roles for the parent repository.

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Create a recommendation

You need one of these roles for the repository where the recommendation will be created.

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Edit a recommendation

You need one of these roles for the parent repository.

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Move a recommendation through workflow

You need at least Viewer access to the parent repository, plus any required workflow role.

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Publish a recommendation

You need at least Viewer access to the parent repository, plus one of these roles for the publishing channel that will be used to publish the recommendation.

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Delete a recommendation

You need one of these roles for the parent repository.

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Rendition Policies

If you have the enterprise user role and content administrator role you can perform any task with rendition policies.

Repositories

You must have the enterprise user role, repository administrator role, and one of the listed resource roles to perform the following tasks with repositories. Access to assets can be refined based on asset types and taxonomy categories using granular permissions in the parent repository.

Task Manager Contributor Viewer
View a repository Checkmark Checkmark Checkmark
Create a repository

You need one of these roles for any asset types and publishing channels you want to assign to the repository.

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Edit a repository Checkmark Checkmark  
Share a repository Checkmark    
Delete a repository Checkmark Checkmark  

Sites

If you have a standard user or enterprise user role and one of the listed resource roles, you can perform the following tasks with sites.

Task Owner Manager Contributor Downloader Viewer
View a site
  • Viewers can view site properties and members.
  • Other roles can also preview the site, or open the site to view or add annotations or participate in the associated conversation.
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Create a site

You need one of these roles for the template used to create the site.

Note: Your service administrator can disable site creation or limit site creation to site administrators. If you don’t see the Create option on the Sites page, contact your service administrator.

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Edit a site (including change status)

Only owners and managers can rename a site.

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Copy a site Checkmark Checkmark Checkmark Checkmark  
Delete a site Checkmark Checkmark Checkmark    
Share a site Checkmark Checkmark      
Create a template from a site Checkmark Checkmark Checkmark Checkmark  

Taxonomies

You must have the enterprise user role; content administrator role or repository administrator role; and one of the listed resource roles to perform the following tasks with taxonomies.

Task Manager Editor
View a taxonomy Checkmark Checkmark
Create a taxonomy

Any user with the enterprise user role and content administrator role can create taxonomies. Repository administrators can't create taxonomies.

N/A N/A
Import a taxonomy

Any user with the enterprise user role and content administrator role can import taxonomies. Repository administrators can't import taxonomies.

N/A N/A
Edit a taxonomy Checkmark Checkmark
Promote a taxonomy Checkmark  
Publish a taxonomy Checkmark  
Share a taxonomy Checkmark  
Export a taxonomy Checkmark  
Delete a taxonomy Checkmark  

Templates

If you have a standard user or enterprise user role and one of the listed resource roles, you can perform the following tasks with templates.

Task Manager Contributor Downloader Viewer
View a template Checkmark Checkmark Checkmark Checkmark
Create a template

If you’re creating a template from an existing site, you need one of these roles for the existing site.

Note: If your service administrator limited template creation to site administrators, you must be a site administrator.

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Edit a template (edit or upload template files, rename) Checkmark Checkmark    
Copy or export a template Checkmark Checkmark    
Delete a template Checkmark      
Share a template Checkmark Checkmark    

Themes

If you have a standard user or enterprise user role and one of the listed resource roles, you can perform the following tasks with themes.

Task Owner Manager Contributor Downloader Viewer
View a theme Checkmark Checkmark Checkmark Checkmark Checkmark
Publish a theme Checkmark Checkmark Checkmark    
Copy a theme Checkmark Checkmark Checkmark    
Delete a theme Checkmark Checkmark      
Share a theme Checkmark Checkmark Checkmark    

Workflow Roles

If you have the enterprise user role and repository administrator role you can assign users to workflow roles. All members of a workflow role can perform the action defined for the role.