Managing roles & permissions

Prepr CMS uses Role-based access control to manage user permissions in the application. This approach makes it easy to manage access for large numbers of users. User roles can be managed by all users who have the Organization permission of Roles.

To manage user roles, click the environment dropdown at the top right, choose your organization and click the icon to open the environments overview, then go to User management and click the Roles link. Here you can see a list of all roles in your organization like in the image below.

Default Roles

We’ve created the default roles below which can’t be edited or deleted. On top of these roles, you can create your own roles.

Admin

User with the admin role have access to everything but the billing and plan information. When added to a specific environment the admin can has access to everything within this environment, including general settings, locales, user management. When added to the organization settings, an admin can manage users from all environments of your organization.

Editor

The editor can manage, create and delete content items, and media. It can also read engagement. This role does not have functions on the organization level, but only on the environment level.

Marketer

The Marketer role is designed for users who manage and optimize audience segmentation within Prepr. This role has the same permissions as the existing Editor role, allowing users to create, edit, and manage content. However, Marketers also have access to the Segments feature, enabling them to define and view audience segments.

Developer

Developers have the same content production rights as editors, but on top of this they can create and manage webhooks and access tokens. Developers will also see API details of objects in Prepr.

Billing

Users with the Billing role have access to the organization’s plan and billing information. This includes managing payment information, viewing and handling invoices, and overseeing subscription details.

Technical contact

Users with the Technical contact role get emailed directly in the event of incidents related to failed webhooks and remote sources failing to sync. They also get an email automatically for announcements on the Status page.

Add or Edit Roles

On top of the default roles, you can manage your own roles. To create a role, click Add role and give the role a name (required). On this page, you can specify the permissions of this role. Each permission gives access to the corresponding pages.

When creating or editing roles, please be aware of the following principles:

• When you select Default user role, this role will automatically be added when creating a new user.
• Select Show API details to show API details of every object in Prepr. The default role Developer uses this option.
• When the Content permission is enabled, you can add the following granular permissions:
  • Only allow specific actions.
    • Read → This option is always enabled when you enable the Content permission.
    • Update → This option includes saving a content item, but not publishing it.
    • Create → You can only enable this option when Update is enabled.
    • Delete → You can only enable this option when Update is enabled.
    • Commenting → Allows users to add, delete or resolve comments.
    • Publish → You can only enable this option when Update is enabled.
    • Unpublish → You can only enable this option when Update and Publish is enabled.
    • Bulk update → You can only enable this option when Update, Delete, Publish and Unpublish is enabled.
  • Restrict permissions to specific models and locales. Leave these fields empty when the user may use all content items of all models and locales.
• When you add multiple roles to a user, the most restrictive role will be applicable. For example, consider a custom New editor role that doesn’t allow a user to delete content items. However, the default Editor role allows a user to delete content items. So, if you add both the New editor role and the Editor role to a user, they will not be allowed to delete content items.

Duplicate roles

When you want to use a specific role as a template for new customized roles, you can duplicate the original role.

To duplicate a user role, follow the steps below.

1. Go to the User management tab in your organization.
2. Click the Roles link at the top right to open the list of roles.
3. Hover over the role you want to duplicate and click the icon to duplicate the role.

Owner(ship)

In addition to other roles, you can manage the Owner role. An organization can have only one Owner and it has administrator rights across all environments. You can transfer ownership to another user in the organization details of your subscription.

1. Click your account profile icon and choose the Subscription option.

2. At the top right, click the Organization details link.

3. In the Contact details section, click the Account owner drop-down menu to change the owner to a different user.

   

4. Click the Save button to transfer ownership. Your own role has now been set to Admin and you automatically lose access to the page you’re on.