Roles and Permissions (New)

 

This guide covers the updated Ceros Team management page that is currently in limited availability. For information regarding the previous version of the Team management page, please refer to this guide.

 

In this guide:

1. Overview
2. Roles and Their Access
3. Assigning Roles and Project Access 
   1. Adding a team member to an Account
   2. Updating a team member's role
   3. Removing a team member from an Account
   4. Adding a team member to a Project
   5. Removing a team member from a Project

 

Overview

Roles and Permissions make it easy for your entire team to collaborate on projects and experiences in your Ceros account. This allows you to tailor who in your organization has access to your Ceros content, and what those users are able to do within the Ceros ecosystem. 

 

There are a limited number of Creator seats available in your account.

 

Editor

Editors access and update Experiences and Templates through the Editor tool. This role is typically for non-designer team members who still need to make version updates and share experiences with end-users, but don't need to make significant changes; for example, small tweaks to sales decks or monthly newsletters.

 

Can

• Access Editor
• Update text and images in experiences
• Publish and share experiences updated in Editor
• View the Resources page in the Ceros admin

Cannot

• Access Studio
• Create original experiences
• Make logic, layout, or other complex changes to experiences

There is no limit on the number of Editor seats the Account Owner can add.

 

Reviewer

This role is best suited for users that you would like to have access to preview experiences in development, as well as the analytics after publishing. Team members for this role will likely be project stakeholders and members of your analytics team. 

There is no limit on the number of Reviewer seats the account owner can add.

 

Viewer

This role is ideal for stakeholders that solely need to view experiences within your account. Instead of sharing individual preview links for several experiences, you can assign a ‘Viewer’ role and select which projects they will have access to view.

Viewers must have access to a project in order to review it.

There is no limit on the number of Viewer seats the account owner can add.

 

Assigning Roles and Project Access

Owners have access to add and manage user access account-wide. However, it is important to note that only the Owner of the account can manage the team and user access.

 

Adding a team member to an Account:

1. Select Team from the Ceros Admin menu
   
2. Select the Invite button in the upper right section of the Team page
   
3. Enter the member's email address connected to their Ceros account (this can be done for multiple users/email addresses at once)
4. Assign the team member's role in the role assignment dropdown menu to the right of the email address input field
   
5. Select either All projects or Some projects from the Project access section
6. Select the Invite button within the panel

Once the team member accepts the email invite, you'll see their email address and role listed on the Team page.

 

Updating a team member's role:

1. Select Team from the Ceros Admin menu
   
2. Search for the member's email address connected to their Ceros account
3. Adjust the member's role in the Role section with the dropdown menu
   

Removing a team member from an Account:

1. Select Team from the Ceros Admin menu
   
2. Search for the user's name or email address
3. Select the trash can icon in the Remove section listed next to the user information
   
4. You will be prompted to confirm the action by selecting Remove

Adding a team member to a Project:

1. Open a Project from the Ceros Admin
2. Select the avatar icon to open the Project Members panel
   
3. Alternatively, select Manage members from the dropdown menu on a Project thumbnail
   
4. Select the Invite button at the top of the Project Members panel
5. Enter the user's email address connected to their Ceros account (this can also be done with multiple email addresses at once)
6. Assign the user's role in the dropdown selector to the right of the email input
7. Select the Invite button in the bottom section of the panel

Once the team member accepts the email invite, you'll see their email address and role listed in the Project Members panel.

 

Removing a team member from a Project:

1. Open the Project from the Ceros Admin
2. Select the avatar icon to open the Project Members panel
   
3. Alternatively, select Manage members from the dropdown menu on a Project thumbnail
   
4. Search for the member's email address
5. Select the trash can icon in the Remove section listed next to the user information.
   
6. You will be prompted to confirm the action by clicking Delete