Roles and Permissions

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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. 

Roles

Shown below are the different user types within Ceros and what those specific roles have access to. In this section we will explain the purpose of each role and what they can and cannot do so you can better determine the structure of your team.  

Owner 

The owner has access to everything within your Ceros account and is the only role that can invite other users to the account and manage user access. The owner will be able to invite users to the account, set up and manage, access all experience analytics, and have full access to the content being created within your account – whether it’s published or in progress. 

There is a limited number of owner seats available in your account.

Creators

These are the other primary seats, given to designers or marketers, who will be logging into Ceros to create content.

Can

  • Access the studio 
  • Create experiences in the studio
  • Preview experiences that are in progress
  • Review analytics for published experiences and projects

Cannot

  • Create or Delete projects
  • Invite other users to the Ceros account 
  • Edit project access for themselves or other users 
  • Update any account settings / change account integrations

Creators must have access to a project in order to view/create within it.

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

Reviewers 

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. 

Can

  • Preview experiences that are published and in progress 
  • Review analytics for published experiences and projects

Cannot

  • Create or edit content
  • Access embed codes
  • Invite other users to the Ceros account 
  • Edit project access for themselves or other users 
  • Update any account settings / change account integrations

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

There is no limit on the amount 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.

Can

  • Browse projects
  • View published experiences
  • Preview unpublished experiences

Cannot

  • Access analytics
  • Access embed codes
  • Create or edit content
  • Invite other users to the Ceros account 
  • Edit project access for themselves or other users 
  • Update any account settings / change account integrations

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

There is no limit on the amount of viewer seats the account owner can add.

How to Assign Roles and Project Access:

To add and manage user access account-wide, the Owner can navigate to the ‘Team’ page of your Ceros account, this is where you can view, assign, and edit account access. 

Important Note: Only Owners will have access to the ‘Team’ page and settings.

If you want to add users directly to a specific project, you could also add a user by using the ‘Team Member’ icon located in the top portion of the project. 

Step One:

As the owner, you can enter the email address of a new user and select the role you’d like to assign them.

Step Two:

You can choose which projects each user has access to. Click the ‘Set Project Access’ button to set these permissions.

Step Three:

Select the projects you would like the user to have access to, whether that’s all projects within the account or certain ones.

After saving these settings and sending the invitation, the new users will receive a ‘Welcome to Ceros’ email directing them to access their new account.

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