Experience Management Roles and Permissions

Roles and permissions regulate access to the modules and features in Experience Management. Users are assigned roles based on their job functions, and these roles grant them the required permissions to perform related tasks.

There are 2 types of permissions in Experience Management: global and module permissions. A global permission is an action a user can perform. A module (module) permission grants access to a specific module in Experience Management. Global permissions can be granted to a user or a user group in the System module under Users and Permissions.

As an administrator, you can also manage groups to manage members of your organization that share similar responsibilities as a single entity. With a few clicks, you can assign global and module permissions to a user group or individual users.

In Experience Management, there are 3 default user groups:

Administrator
Developer
Editor

However. you can create custom user groups with specific permissions, as required by your organization.

Global permissions

Add

Grants the user permission to add new elements.

Edit

Grants the user permission to edit elements.

Delete

Grants the user permission to delete elements.

Read

Grants the user permission to view elements.

Approve

Grants the user permission to approve pages or data.

Publish

Grants the user permission to publish pages or data.

Configure

Grants the user permission to add websites, add, edit or delete meta fields and data folders for pages as well as install and uninstall packages.

Administrate

Grants the user permission to add and manage users and user groups in Experience Management as well as all the "Configure" permissions.