Roles & permissions.

Let’s take a look at how to assign and manage roles & permissions on Editor X.

When it comes to building a site, every stakeholder has their own area of responsibility, from site owners to content editors, designers and developers. By setting specific roles and permissions, you can give everyone a tailored editing experience, focused on the tasks they’re trying to achieve.

In this video, we’ll talk about site level and team level roles, to cover all collaborators, clients and teammates.

Let’s first take a look at how to set up site level roles and permissions. This is useful when you’re working with freelancers, or want to loop in a client on a specific project.

First up, from Site, in the top bar of the editor, select Invite People to Site.

In this example, we’ll add “Maria” to collaborate with us on this online store.

Down here, you’ll see a list of predefined roles you can assign — from Website designer to Billing manager and Blog editor.

Click to view the exact permissions of any of these roles — or Duplicate & Edit to customize the permissions of a role to suit your needs.

For this example, let’s create a New Custom Role with exactly the permissions we want. Say we’ve just hired a content editor who specializes in SEO.

Ok, now we can go ahead and select the permissions our collaborator needs. Don’t forget to choose Editor X from the dropdown menu here.

Right away, you’ll see just how granular the editing permissions can be. You might, for example, work with both senior and junior designers. For the senior designers, you’ll want them to be able to edit the site structure and perform advanced actions, like restoring site versions. Whereas for a junior designer, you might only give permissions to edit the layout and design.