Roles and Permissions

 

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
4. My Team page doesn't look like this, help! 

 

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 at the top of the "Team Members" panel
   
3. Enter the member's email address connected to their Ceros account
4. Select the "Add" icon
5. Assign the team member's role
   
6. Select the "Next" button
7. Select the "Set Project Access" button
8. Select either "All projects - including future projects" or "Select projects" from the "Project Access" panel
   
9. Select the "Save" button
10. Select the "Invite" button in the bottom corner of the "Team Members" panel

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

 

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 "Team Member" panel
4. Select the "Update" button
   

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 "X" icon next to the member's email address
   
4. Select the "Remove" button

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
6. Select the "Add" icon
7. Assign the user's role
   
8. Select the "Invite" button in the bottom-right corner 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. Alternatively, select "Manage members" from the dropdown menu on a Project thumbnail
   
3. Select the avatar icon to open the "Project Members" panel
4. Search for the member's email address
5. Select the "X" icon next to the member's
   
6. Select the "Remove" button

 

My team page doesn't look like this, help!

If your Team page looks different from the screenshots provided in this guide, then the updated team management has been enabled in your Ceros account. Please refer to this guide for information on how to navigate the new Team layout!