The first step to website creation is making sure the people in your group have the correct roles to create and manage website content.
Sites Pro has many specific roles available for content editors. This allows the User Manager to assign granular editing rights to specific sections of the website (e.g., you want an intern editing only one content type).
Most users will need multiple roles. Visit the Add New User Account page to learn how to add new users to your site.
User Roles & Access
| Role | View Content | Add Content Type | Review Content Type | Media | Feeds | Add Scholars@Duke Profiles | Menus | Site Info | Taxonomy | People |
|---|---|---|---|---|---|---|---|---|---|---|
| Authenticated User (default) | x | |||||||||
| Announcement Creator | x | x (view only) | ||||||||
| Announcement Reviewer | x | x (view only) | ||||||||
| Blog Post Creator | x | x (view only) | ||||||||
| Blog Post Reviewer | x | x (view only) | ||||||||
| Event Creator | x | x (view only) | ||||||||
| Event Reviewer | x | x (view only) | ||||||||
| FAQ Creator | x | x (view only) | ||||||||
| FAQ Reviewer | x | x (view only) | ||||||||
| Media Creator | x | x (view only) | ||||||||
| Media Manager | x | x (view only) | ||||||||
| News Creator | x | x (view only) | ||||||||
| News Reviewer | x | x (view only) | ||||||||
| Page Creator | x | x (main & independent nav) | x (view only) | |||||||
| Page Reviewer | x | x (view only) | ||||||||
| Policy Creator | x | x (view only) | ||||||||
| Policy Reviewer | x | x (view only) | ||||||||
| Profile Creator | x | x | x (view only) | |||||||
| Profile Reviewer | x | x (view only) | ||||||||
| Project Creator | x | x (view only) | ||||||||
| Project Reviewer | x | x (view only) | ||||||||
| Resource Creator | x | x (view only) | ||||||||
| Resource Reviewer | x | x (view only) | ||||||||
| Story Creator | x | x (view only) | ||||||||
| Story Reviewer | x | x (view only) | ||||||||
| Site Administrator | x | x | x | x | ||||||
| User Manager | x |
Default User Privileges
By default, a new user will be an Authenticated User – which allows them to view published and unpublished content only. They will need a content item's direct URL (via a link or inputting the exact URL into the browser) to view it.
This limited access allows you to share unpublished content with external stakeholders for review before publishing. Send them the URL to the unpublished item on your -content Drupal site, and they'll simply log in with their NetID and have instant access to the Preview pane (without any admin or editing access).
Content Creator Role
Definition
Allows access to the Content menu and the ability to add, view, edit, delete, revert revisions, and publish/unpublish content they individually create.
All Creators can:
- Add, view, edit, delete, revert revisions, and publish/unpublish content they create.
- Access the Content menu and Structure menu (to view taxonomies & Page Creators can edit the main & independent navigation).
- Only view content that other users create; they cannot edit it.
- Clone content anyone creates.
Available Content Creator Roles
- Announcement Creator
- Blog Post Creator
- Will also need the following roles: Profile creator/reviewer and Media creator/manager.
- Event Creator
- FAQ Creator
- News Creator
- Will also need the following roles: Profile creator/reviewer and Media creator/manager.
- Page Creator
- Will also need the following roles: Media creator/manager.
- Page Creators can edit the main & independent navigation in the Structure menu.
- Policy Creator
- Profile Creator
- Project Creator
- Resource Creator
- Story Creator
- Will also need the following roles: Profile creator/reviewer and Media creator/manager.
Content Reviewer Role
Definition
Allows users to view, edit, delete, revert revisions, and publish/unpublish content anyone creates.
All Reviewers can:
- View, edit, delete, revert revisions, and publish/unpublish content that anyone created. However, Reviewers cannot create content.
- Access the Content menu and Structure menu (to view taxonomies).
- Clone content anyone creates.
Available Content Reviewer Roles
Blog Post, News, and Story Creator & Reviewer roles
These roles will also need Profile Creator/Reviewer roles in order to add or change author profiles featured on those pages.
Media Creator & Manager Roles
DEFINITION
Allows access to the Content > Media menu in Drupal.
-
Media Creator role: Allows users to add media to the media library.
-
Media Manager role: Allows user to add media to the media library or edit or delete media in the media library.
Content Creators & Reviewers Need Media Roles Too
For any Content Creator/Reviewer roles, if you would like for users to also be able to add or make changes to media, then they will need the Media Creator and/or Media Reviewer roles.
Site Administrator Role
Definition
Allows access to the Structure menu in Drupal to edit Site Information and to add or revise menus including the Main navigation menu, Utility menu, Action menu, Independent Menu, and Footer.
- Giving a user the Site Admin role does not automatically grant them access to create and manage/review content. You will need to assign each individual role separately. For example, to create a Site Admin user who also creates and manages content, check the boxes for Site Admin in addition to all relevant Content Creator and Content Reviewer boxes.
Limit the Number of Site Admins & User Managers
We recommend assigning the Site Administrator role to as few users as possible, since this role allows a user to make structural changes on a site.
We strongly recommend limiting the number of User Managers to roughly 2 users per site for security purposes.
User Manager Role
Definition
Allows access to the People menu in Drupal. User Managers can add users to the administrative side of your site, plus add or delete roles for those users.
Most Users Need Multiple Roles
When assigning roles to users, most users will need to have multiple roles.
For instance, if someone needs to manage content and add users, they will need Content Creator/Reviewer roles as well as a User Manager role.