Setting the right Role Permissions are vital in order to allow a Team Member access to the Cooperate Platform.
Role Permissions define what features a Team Member has access to as well as what they can do within those features.
Only administrators and those with access to Team Member settings can update and create Role Permissions.
Administrators can access all features of the Cooperate Platform and other Team member's access.
Role Permissions are created around the following platform features
- Asset Manager
- Brand Manager
- General Settings
Creating a New Role
To edit an existing user's permissions
- Head to Team Members under Settings
- Select the Role Permissions tab
- Select Create new role
- Give your Role a Title and a Description
- Select Save
Updating Access within a Role Permission
When you come into the Role, you'll see the Role details and the features along the side.
To allow access to any feature, you will need to toggle the feature on first. You can then define what they can do within that feature.
Project Activities - Allow them to create new Projects
Project Settings - Allow access to settings within Projects, update the settings and delete Projects
Status Board - Allow access to the status board as well as full use
Tip: To manage specific Project access, you will need to do this at the Team Member or Team level. Teams allow you to assign the same permissions to Projects to multiple Team members. Find out how Teams work here.
By default, all team members will have an edit level of access to Projects.
You can allow access to the Calendar by toggling on. Anyone with Calendar access can use all of its features
Asset Manager Permissions
Assets - Allow them to upload, download, edit and delete Assets
Licences - Allow them to view licenses, Edit and Delete them
Style Guides - Allow them to view Style Guides, Edit and Delete them
Asset Settings - Allow them to view Labels & Collections settings, Edit and Delete them
Brand Manager Permissions
Brands, Personas, Products, Markets, Channels - Allow users to view. create and edit, and delete
Assign a New Team Member to a Role
There are two ways to do this.
Through the Role Permission
- Open the Role you want to add them to
- Select + Add team member
- Find the Team Member you want to add
- Select Add Team Member
Through the individual Team Member
- Open the Team Members list
- Edit the Team Member
- Select the Role dropdown
- Select the Role you want to assign them to
- Select Update