WCMS site roles and permissions

When creating content in the Waterloo Content Management System (WCMS) you do so using a form. These forms are called content types. Which content type you use depends on the type of content you are creating.

Your access to these content types is dependent on your role(s) within the WCMS.

The main roles within the WCMS include:

  • Site Manager (website leads and their backup)
  • Content Editor (Create/edit and publish content)
  • Content Author (Create/edit drafts and put in 'needs review')

Note: Content maintainers should be given only 1 of the above roles.
 

Other roles within the WCMS:

  • Form Editor (to create and edit forms)
    • Site managers can add and remove the form editor role or change the expiry date.
  • Form Results Access (to view/download form results)
  • Special Alerter 
Summary of Content type access
  Content Author Content Editor Site Manager Form Editor Form Results Access

Special Alerter
 
Home page banner     ✔      
Site footer     ✔      
Promotional item     ✔      
Person profile ✔ ✔ ✔      
Custom listing page   ✔ ✔      
Contact   ✔ ✔      
News item ✔ ✔ ✔      
Event ✔ ✔ ✔      
Web page ✔ ✔ ✔      
Image gallery ✔ ✔ ✔      
Blog post ✔ ✔ ✔      
Web form       ✔ results only  
Special alert     ✔     ✔
Embedded timeline embedding only - not creating ✔ ✔      
Embedded Call to Action (CTA) embedding only - not creating ✔ ✔      
Embedded Facts and Figures embedding only - not creating ✔ ✔      
Bibliography ✔ ✔ ✔      
Opportunity ✔ ✔ ✔      
Award ✔ ✔ ✔      
Bibliography ✔ ✔ ✔      
Project ✔ ✔ ✔      
Service ✔ ✔ ✔      

Note: Content created/edited by a Content Author must be reviewed and published by a Content Editor or Site Manager.

Summary of role permissions
  Content Author Content Editor Site Manager Form Editor Form Results Access Special Alerter
Add/edit Google Analytics     ✔      
Add/edit redirects     ✔      
Add users and assign roles     ✔      
Schedule content to publish/unpublish   ✔ ✔      
View content maintainers activity     ✔      
Compare revisions   ✔ ✔      
Manage menus   ✔ ✔      
Add terms to vocabularies     ✔      
View/fix broken links & 404 errors   ✔ ✔      
Create/edit Shortcut bar     ✔      
Home page banner settings     ✔      
Revise a Blog title and introductory text     ✔      
Clear all caches   ✔ ✔      
Create/edit Web forms       ✔    
Delete files/images     ✔      
Delete content | Delete a draft     ✔      
Archive content ✔ ✔ ✔ ✔    
Clone content ✔ ✔ ✔ ✔    
Sort and group Contacts ✔ ✔ ✔      
Access Web form results         ✔  
Create/edit Special alerts     ✔     ✔