Recommended Roles
The following is a list of recommended roles for ContentWelder.
Role | Description | Entitlements |
Orderer | A user must have the ability to browse your catalog and add items to the cart for ordering. Without this user role, you can create a very extensive catalog but users will be unable to access it. |
Order: Edit, Submit, Delete, Reorder OrderItem: Edit, Delete, MovetoCart, SaveForLater, Reorder |
Order Approver | A user that is authorized to approve any orders that are in the approval cycle. Even if you don't yet have approval rules configured, it is always recommended to have the OrderApprover role so that when you need it, it's available. | Order: Approve, Reject |
Content Manager | Responsible for managing the content of the catalog item(s). | PrintOnDemand: Add, Edit, View, Delete, Approve AdHoc: Add, Edit, View, DefinePrintOptions, Delete, Approve Personalized: Add, Edit, View, Delete, Approve, SaveForLater, Reorder |
For Content Managers, having one role that allows a user to manage all catalog item types makes sense. However, depending on your administrative users skill set, for some of the more complex documents, such as 'personalized' catalog items, you may want to eventually consider creating a more granular structure.