About roles for content tools access
A user must have the appropriate access to perform actions that involve the creation or editing of content. To conditions must be met:
- The user has been assigned a user role that is required to perform the action described.
- The user is a member of a group that has been assigned access to the document.
There are two types of access:
| Type | Description |
|---|---|
| Producer | A user with permission to perform some or all available toolset functions. |
| Reviewer | A user with permission to edit pages only in workflows. |
Example: A producer creates a workflow. A step in that workflow involves a reviewer reviewing and editing a document. A reviewer who accesses the document through the workflow can perform editing functions on that specific document only after the user forwards the document to the next step in the workflow, the user can no longer edit the document.
Roles are assigned to each user. This table shows the functions that are available to each role.
| Function | Producer | Reviewer |
|---|---|---|
| View All Documents | x | x |
| Check Out/Check In Client Documents | x | |
| Edit Client Documents | x | Workflow only |
| Add Comments To Client Documents | x | Workflow only |
| Publish Client Documents | x | |
| Generate Workflows | x | |
| Modify Workflows | x | |
| Monitor Workflows | x | |
| Receive Workflows | x | x |
| Assign Access To Client Documents | x | |
| Assign Client Document Permissions | x | |
| View The Audit History | x | x |
| Upload Documents | x | *Limited. Reviewers can upload documents and assign meta tags, but they cannot assign access to an uploaded document. |
It is important that user names adhere to established naming conventions. The user ID must follow this format: the first three letters of the organization name in CAPS is followed by the user's first and last name. For example, for an Infor CCT user whose name is John Jones, the CCT account name must be specified as INFJJones. This account is separate from the user's employee account. The CCT users must manually log onto the Stage environment to use the CCT.