Role

A role is a collection of access permissions that, when applied to a user or group, defines how those users can interact with the digital workplace. Roles are divided into two categories: workplace roles and file manager roles. 

Details

Workplace roles

To access and view content in the digital workplace, you must belong to a group with at least a reader role to a site in the digital workplace. Workplace roles are applied to groups on a site-by-site basis in the Site Manager. See Assign or edit access permissions for a site. Some digital workplace features depend on the user's roles and associated access permissions to be visible to the user. These include Admin Settings, Campaign Manager, the + Create button, and sites in the Top Bar's menu.

As the caretakers of a thriving digital workplace, workplace administrators have all possible access permissions assigned to their role. In addition, they can access all files and folders as if they had the full file manager role. This role should be assigned sparingly, and a site administrator role should be applied site-by-site when additional access is needed. Workplace administrators' roles are assigned using the Workplace Administrators page. See Assign workplace administrator access permissions.

Permissions Workplace administrator Site administrator Creator Reader

Manage via Admin Settings

 Yes No No No
Edit profile field content Yes Yes 
(Their Own)

Yes

(Their Own)

Yes

(Their Own)
View sites Yes Yes Yes Yes

Manage sites via Site Manager

Edit site details

Yes

 

Yes

(For assigned sites)

No

 

No

 

Assign site permissions

Move sites

Remove sites

 Yes No No  No 
View pages Yes Yes Yes Yes

Create pages

Edit page details

Edit in Page Builder

Set and clear landing pages

Remove pages

 Yes

Yes

(For assigned sites)

 No No
Move pages Yes No No  No 

Create page templates

Edit page templates

Apply page templates

 Yes

Yes

(Their own)

 No  No 
Remove page templates Yes No No  No 
View feeds Yes Yes Yes Yes

Create feeds

Edit feed details

Remove feeds

 Yes

Yes

(For assigned sites)

No

 

No

 
Move feeds Yes No No No

View content

 Yes Yes Yes Yes

Create content

Edit content

Remove content

  • Articles
  • Events
  • Social posts
  • Wikis
 Yes

Yes

(For assigned sites)

Yes

(Their own)

No

 

View campaigns

Create campaigns

Edit campaigns

Remove campaigns

Yes

(Their own)

Yes

(Their own)

Yes

(Their own)

No

 

View comments and reactions

Create comments and reactions

 Yes Yes Yes Yes

Edit comments

Remove comments

 Yes

Yes

(For assigned sites)

(Their own)

Yes

(Their own)

Yes

(Their own)
View Surveys Yes Yes Yes Yes

Create Surveys and Survey Templates

Edit Surveys and Survey Templates

Remove Surveys and Survey Templates

Assign Survey Permissions

 Yes

Yes

(For assigned surveys)

(Their own)

Yes

(For assigned surveys)

(Their own)

 No
Workplace roles

File manager roles

File manager roles only apply to the files and folders in the File Manager. Files and folders are not governed by workplace roles, except that the workplace administrator workplace role provides the same access permissions as the full file manager role. Keep in mind that:

  • Owner role: The owner role designates that the user is responsible for maintaining the file or folder. This may often be the same user who uploaded the file or created the folder. 
  • Inheritance: Files and folders in the File Manager can inherit their access permissions from the folder containing them. 
Permissions Owner Full Editor Viewer

View a file or folder

 

 Yes Yes Yes Yes

Upload a file

Create a folder

 Yes Yes Yes No

Update a file or folder

  • Edit file or folder name
  • Re-upload a file
 Yes Yes Yes No
Manage file manager roles and associated access permissions for a file or folder Yes Yes No No
Remove a file or folder Yes Yes No No
File manager roles

Tasks

Workplace roles and access permissions

File manager roles and access permissions

Related to