Documentation Index

Fetch the complete documentation index at: https://www.civicplus.help/llms.txt

Use this file to discover all available pages before exploring further.

HCMS Roles Overview

Prev Next

Roles add further specificity and customization options to permissions. Administrative users with access to edit Roles can add, edit, or remove customizable roles. For example, a user could have access to read content and edit assets. Roles are then used to define permissions for Groups and Clients.

Important Notes

  • As a default, only Owners have the right to access the Roles section of the HCMS. A custom role could be created to allow users to read, create, update, or delete roles if desired.

Default Roles

Owner

  • Group/Client Settings: Can access all features in the HCMS

  • Permission Set Settings: Has full access to content and assets and can approve an authors work

Developer

  • Group/Client Settings: Can access most features in the HCMS but will not be able to view or update the following HCMS Settings:

    • Backups

    • Clients

    • Roles

    • Languages

    • More Section

  • Permission Set Settings: Has full access to content and assets and can approve an author's work

Publisher

  • Group/Client Settings: Can only access Content and Assets sections in the HCMS

  • Permission Set Settings: Has full access to content and assets and can approve an author's work

Author

  • Group/Client Settings: Can only access Content and Assets sections in the HCMS

  • Permission Set Settings: Can read, create, update, and submit content and assets but will not be able to delete or publish these items

Reader

Note: This is currently set as the default role for any new group or client.

  • Group/Client Settings: Can only access and view Content and Assets sections in the HCMS

  • Permission Set Settings: Has view access only

No Access

Note: This role is mostly used for Intranet purposes.

  • Group/Client Settings: Will not be able to access any HCMS features

  • Permission Set Settings: Will not be able to view content or assets

Additional Resources