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2. User Roles

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The user roles in the KMS are a subset of those used in the DMS. User roles may be assigned site-wide or locally at any level of the tree. Within the KMS, the following roles exist:

  • Administrator
  • Manager
  • Site Manager
  • Preparer
  • Reader
  • Member
  • Anonymous

These roles are equivalent in the KMS and DMS, so giving a user a certain role site wide, gives them very similar permissions in the DMS and KMS.

The Administrator and Manager roles are available only with Local Solutions, and have to do with access to the ZMI, which is a collection of administrative pages, used for activities such as modifying the site's workflow, packing the database, restarting the server and so on.

The Site Manager role allows users to create, delete, rename, and move content, and to change it's visibility.

The Preparer role allows users to modify content. Users with this role will have to sign the item out before it may be modified. This ensures that two users are not editing the same item at the same time.

The Reader role allows users to view an item.

The Member role allows users to view any content whose visibility is either Everyone or Members. All users, once logged in, have the Member role.

Anonymous users may view any content whose visibility is Everyone.

To give users local roles on any item, users with sufficient permission may navigate to the Local Roles tab and assign the necessary roles there. Items must be signed out before the Local Roles tab may be accessed, to ensure two users do not edit the Local Roles, or other pages for the given item, at the same time.