Web Editing Permissions - ucsf-ckm/ucsf-library-ux-and-web-documentation GitHub Wiki

Main Site

The main library site runs on WordPress and uses default permissions where possible. See a visual breakdown too. Exceptions:

  • The default Contributor role cannot upload media, so we created Contributor+
  • Contributor+ cannot edit posts written by others, so we created Reviewer

Permissions levels

  • Admin can do everything including serve as backup for the Editor. This is the UX Team.
  • Editor can publish, edit, or delete any post or page. The primary Editor is the Outreach and Marketing Coordinator.
  • Reviewer can write, edit, and delete their own unpublished posts, as well as posts written by others. Final drafts must be published by an Editor or Admin.
  • Contributor+ covers most staff members. Can write, edit, and delete their own unpublished posts. Final drafts must be published by an Editor or Admin.

NOTE: In practice, most contributors submit their content directly to the editor, who in turn creates the post in WordPress and assigns the author when publishing.

LibCal

https://ask.springshare.com/libcal/faq/1251#permissions (needs decisions and documentation)

LibGuides

https://ask.springshare.com/libguides/faq/1119 (needs decisions and documentation)

Zendesk Help Center

Note that Zendesk terminology is a bit inconsistent and confusing.

  • Guide Manager: can edit Help Center articles
  • Staff Agent: can answer tickets

In the example, both Dylan and Stephen are Staff Agents, but only Dylan is a Guide Manager

https://support.zendesk.com/hc/en-us/articles/224892667--Setting-agent-editing-and-publishing-permissions-on-knowledge-base-articles

manager