When you add a new user to your Document360 project, you can assign roles that contain a specific permission set defining what they can and cannot access, edit, or configure. Document360 splits roles into two types — Portal role and Content role — to give you precise control over both administrative access and content management access independently.
Portal role vs Content role
| Role type | What it controls |
|---|---|
| Portal role | Administrative tasks a user can perform in the knowledge base portal — such as managing users, configuring settings, and accessing security features |
| Content role | Content-related tasks a user can perform — such as creating, editing, publishing, and deleting articles and categories |
Accessing roles and permissions
- Navigate to Settings () > Users and security in the left navigation bar in the knowledge base portal.
- In the left navigation pane, navigate to Roles and permissions.
- You can access the Portal role and Content role tabs.
- The available system roles and custom roles (if previously added) will be listed.
What you can do on the Roles and permissions page
From this list, you can perform the following operations on both portal roles and content roles:
| Action | Applies to |
|---|---|
| Clone role | System roles and custom roles |
| Edit role | Custom roles only |
| Delete role | Custom roles only |
| Show permissions | System roles and custom roles |
Click the New portal role or New content role button at the top right of the respective tab to create a new custom role.
Articles in this section
| Article | Description |
|---|---|
| Default portal roles | Owner, Admin, Contributor, and Reviewer — what each role can and cannot do |
| Custom portal roles | Create a portal role with specific permissions tailored to your team's needs |
| Default content roles | Editor, Draft writer, Reviewer, and None — what each role can and cannot do |
| Custom content roles | Create a content role with specific permissions for content management |