User roles for content tools access
An HRSD Knowledgebase Content Management user must have the appropriate access to perform actions that involve the creation or editing of content.
- The user holds a role that is required to perform the action described.
- The user belongs to a group that has been granted access to the documents.
This table shows the types of roles and their type of access:
| Type | Description |
|---|---|
| Producer | A user with permission to perform some or all available toolset functions. |
| Reviewer | A user with permission to comment on documents. The reviewer can edit documents only in workflows. |
A role is assigned to each content management user account.
This table shows the permissions that are available for each role:
| Function | Producer | Reviewer |
|---|---|---|
| Add Comments To Client Documents | x | Workflow only |
| Assign Groups to Documents | x | |
| Assign Permissions | x | |
| Configure Documents | x | Workflow only |
| Delete Documents | x | |
| Edit Documents | x | Workflow only |
| Generate Workflows | x | |
| Modify Workflows | x | |
| Monitor Workflows | x | |
| Publish To Live | x | |
| Publish To Other (environments) | x | |
| Receive Workflows | x | x |
| Review and Comment | x | x |
| View All Documents | x | x |
HRSD Knowledgebase Content Management user names must follow established naming conventions. The user ID format is the first three letters of the organization name in uppercase, followed by the user’s first and last name. For example, an Infor HRSD Knowledgebase Content Management user named John Jones must use INFJJones as the account name. The Content Management account is separate from the user’s employee account. HRSD Knowledgebase Content Management users must manually sign in to the Stage environment to use HRSD Knowledgebase Content Management.
Contact your CSM for the creation of any HRSD Knowledgebase Content Management user account.