User role presets and permissions
This page lists the role presets available in Storyteq CMP and the permissions each role grants in each module. Manage users covers inviting users and changing their roles.
Role presets
Each preset assigns a default role in each module. You can change individual roles when you invite a user or edit an existing user’s roles.
The columns follow the order of the roles in the UI. Templates, Assets, Reviews, Integrations, and Analytics are listed under Adaptation Studio.
| Preset | Content Portal | Templates | Assets | Reviews | Integrations | Analytics | Administration Panel |
|---|---|---|---|---|---|---|---|
Standard User |
Viewer |
Creator |
Creator |
Creator |
User |
Viewer |
No role |
Template Builder |
No role |
Builder |
Creator |
No role |
No role |
No role |
No role |
Portal Creator |
Creator |
Viewer |
Viewer |
No role |
No role |
Viewer |
No role |
Asset Librarian |
Viewer |
Creator |
Manager |
Reviewer |
User |
Viewer |
No role |
Client Admin |
Creator |
Admin |
Manager |
Manager |
Manager |
Viewer |
Admin |
Custom |
— |
— |
— |
— |
— |
— |
— |
| Users with the Custom preset need both the Admin role for Administration Panel and a Content Portal role to manage users, groups, portals, and assets. |
| Assigning any Templates role also grants access to Adaptation Studio through the app switcher. |
Module permissions
The following tables list the permissions each role grants in each module. Roles are assigned per module when you invite a user or edit an existing user’s roles.
Content Portal
The UI describes the following roles:
- Viewer
-
Views content in portals.
| Permission | Viewer | Creator |
|---|---|---|
View and access portals |
✔️ |
✔️ |
Create and manage portals and pages |
✖️ |
✔️ |
Adaptation Studio
Adaptation Studio has a separate role for each of its areas: templates, assets, reviews, integrations, and analytics.
Templates
The UI describes the following roles:
- Creator
-
Creates and downloads adaptations from templates.
- Admin
-
Creates, edits, and shares templates and adaptations, and manages the template library.
| A Templates role is required to access Assets (adaptations). |
| Permission | Viewer | Restricted | Creator Limited | Creator | Builder | Admin | Integration |
|---|---|---|---|---|---|---|---|
View and review assets |
✔️ |
✔️ |
✔️ |
✔️ |
✔️ |
✔️ |
✔️ |
Download assets |
✔️ |
✖️ |
✔️ |
✔️ |
✔️ |
✔️ |
✔️ |
Create assets |
✖️ |
✖️ |
✔️ |
✔️ |
✔️ |
✔️ |
✔️ |
Upload assets |
✖️ |
✖️ |
✔️ |
✔️ |
✔️ |
✔️ |
✔️ |
Create and edit templates |
✖️ |
✖️ |
✖️ |
✖️ |
✔️ |
✔️ |
✖️ |
Share templates to other workspaces |
✖️ |
✖️ |
✖️ |
✖️ |
✖️ |
✔️ |
✖️ |
Workspaces page access and management |
✖️ |
✖️ |
✖️ |
✖️ |
✖️ |
✔️ |
✖️ |
Recreate and reversion completed adaptations |
✖️ |
✖️ |
✔️ |
✔️ |
✔️ |
✔️ |
✖️ |
| The Restricted role grants access to view adaptations and templates linked in reviews only. |
| The Creator Limited role grants the same permissions as Creator, but only for the user’s own templates, uploaded source assets, and rendered assets. |
Assets
The UI describes the following roles:
- Creator
-
Views, creates, downloads, recreates, deletes, and uploads adaptations.
- Manager
-
Has full control of adaptations, including organising and approving them.
| Permission | Viewer | Creator Limited | Creator | Manager |
|---|---|---|---|---|
View adaptations |
✔️ |
✔️ |
✔️ |
✔️ |
Download adaptations |
✔️ |
✔️ |
✔️ |
✔️ |
Create adaptations |
✖️ |
✔️ |
✔️ |
✔️ |
Recreate adaptations |
✖️ |
✔️ |
✔️ |
✔️ |
Delete adaptations |
✖️ |
✔️ |
✔️ |
✔️ |
Upload adaptations to other platforms |
✖️ |
✔️ |
✔️ |
✔️ |
| The Creator Limited role grants the same permissions as Creator, but only for the user’s own assets. |
Reviews
The UI describes the following roles:
- Creator
-
Creates and views reviews.
- Manager
-
Has full control of reviews, including deleting them.
| Permission | Reviewer | Creator | Manager |
|---|---|---|---|
View reviews |
✔️ |
✔️ |
✔️ |
Add asset files to a review |
✔️ |
✔️ |
✔️ |
Create reviews |
✖️ |
✔️ |
✔️ |
Integrations
The UI describes the following roles:
- User
-
Uploads assets to, and imports assets from, integrated channels.
- Manager
-
Manages integrations, and uploads assets to and imports assets from integrated channels.
| Permission | User | Manager |
|---|---|---|
Upload assets to integrated channels |
✔️ |
✔️ |
Pick assets from integrated asset pickers |
✔️ |
✔️ |
Connect to integrated channels |
✖️ |
✔️ |
Add accounts and profiles to integrated channels |
✖️ |
✔️ |
| To upload completed adaptations to integrated channels, a user requires at least one Templates role (Creator, Builder, or Admin) and at least one Integrations role (User or Manager). |
Access granted through groups
Some access isn’t a role permission, so it doesn’t appear in the tables on this page. Sharing content and taking part in Collaboration Hub projects, for example, come through groups that your administrator sets up. When a user’s groups and their individual roles grant different levels of access, the higher level applies. Understanding roles and groups explains how roles and groups work together.