Managing roles
Use the Roles page in Permissions to define the access levels for relevant roles in your organization.
Editors and administrators are common roles, but you can customize access to Arc XP applications based on your organization's needs. Roles are reusable, meaning you can create a role once and assign it across multiple setups instead of creating new roles for every scenario.
From the Roles page, administrators can:
create new roles with specific names and descriptions
manage application access
configure granular permissions for specific applications, like PageBuilder or Composer.
After defining roles and assigning application access, you must assign the role to a squad.
A squad links roles with users and and relevant sites. This structure allows you to apply a single role, like editor, across different squads, ensuring that users have the appropriate access within their assigned websites. By reusing roles instead of creating unique roles for each site, you can maintain a more manageable and scalable permissions structure.
Your organization needs an editor role with publishing and editing rights in Composer, the ability to claim tasks in WebSked, and access to manage pages and templates in PageBuilder.
You must also create an Administrator role with all the editor privileges plus additional capabilities, such as managing content sources, resolvers, and runtime properties in PageBuilder.
Procedures
To create a role, complete the following:
Navigate to Permissions.
Click Roles. The Roles page opens.
Click Create Role. The Create Role window opens.
Complete the following fields:
Name - enter a name for the role, for example, "Editor".
Description - enter a description for the role, for example, "Sports news editor".
Click Save Role.
The role becomes available on the Permissions > Roles page.
To assign which applications a role can access, complete the following:
Navigate to Permissions.
Click Roles. The Roles page opens.
From the Roles page, navigate to the desired role.
Select
. The Edit Applications page opens.In the left pane, select the applications the role can access, such as Composer. The related actions and their descriptions display in the right pane.
In the right pane, select the checkbox to allow access to actions, for example, "Edit Stories".
You can also uncheck all or check all the related actions.
In the upper right corner, click Save.
Repeat this process to create all relevant roles for your organization.
You can configure all users to have a default set of permissions by mapping a role to Everyone. In this case, all users have this role granted by default.
Navigate to Permissions.
Click Roles. The Roles page opens.
Create a new role or edit an existing role. See ???.
Map the role to all users.
Click Save.
To delete a role, complete the following:
Navigate to Permissions.
Click Roles. The Roles page opens.
From the Roles page, navigate to the desired role.
Select
. The Delete Role window opens.Click Delete.
The role is no longer available on the Roles page.