Backstage users can be members of one or more organizations.
A member of an organization always has a role within that organization. This organization role determines what rights (accesses or actions) they can perform within the organization.
As a member of an organization, the Backstage user will also be a member of one or several workspaces, and/or one or several content hubs.
In each of those workspaces or content hubs, that same Backstage user will also have a determined role within the workspace and/or content hub.
Please see the tables below that explain the different possible organization, workspace, and content hub roles.
More information on how to manage roles in an organization or in a workspace.
Organization roles
As a Backstage user, you are part of one or several organizations. Your role can be either Admin, Member, Organizer or Guest of the organization.
A special role, Entitlement manager, also allows users to allocate seats and advanced modules to your organization's workspaces and to download seat usage reports.
Organizational roles within workspaces
The following table summarizes the rights of each organization role, in workspaces:
| Admin | Organizer | Member | Guest | Entitlement manager | |
|---|---|---|---|---|---|
| View organization details | ✓ | ✓ | ✓ | ✘ | - |
| Edit organization details | ✓ | ✘ | ✘ | ✘ | - |
| View organization members | ✓ | ✓ | ✓ | ✘ | - |
| Add and promote organization members | ✓ | ✘ | ✘ | ✘ | - |
| View workspace list (in "Manage organization" tab) | ✓ | ✓ | ✘ | ✘ | - |
| Create a new workspace | ✓ | ✓ | ✓(only test workspaces) | ✘ | - |
| Add a member to a workspace (themselves or someone else) | ✓ | ✓ | ✘ | ✘ | - |
| Promote test/pre-production workspaces to production | ✓ | ✓ | ✘ | ✘ | - |
| Create a template from a workspace | ✓ | ✓ | ✘ | ✘ | - |
| View legal documents | ✓ | ✓ | ✓ | ✘ Can see them in a workspace or content hub |
- |
| Edit legal documents | ✓ | ✓ | ✘ | ✘ | - |
| View entitlements | ✘ | ✘ | ✘ | ✘ | ✓ |
| Manage entitlements | ✘ | ✘ | ✘ | ✘ | ✓ |
| Access/edit Veeva API credentials | ✓ | ✘ | ✘ | ✘ | - |
Organizational roles within content hubs
The following table summarizes the rights of each organizational role, in content hubs
| Admin | Organizer | Member | Guest | Entitlement manager | |
|---|---|---|---|---|---|
|
View the content hub tab and access content hub functionality on Backstage |
✓ | ✓ | ✓ | ✓ | - |
|
View the list of content hubs (only those that they are added to as a team member of) |
✓ | ✓ | ✓ | ✓ | - |
|
Access a content hub via the list (only those that they are added to as a team member of) |
✓ | ✓ | ✓ | ✓ | - |
|
Create a new content hub |
✓ | ✓ | ✘ | ✘ | - |
|
View content hub list (in "Manage organization" tab) |
✓ | ✓ | ✘ | ✘ | - |
Workspace roles
As a Backstage user, you can be a member of one or several workspaces, each with a different role: Manager, Editor, or Viewer.
The following table summarizes the rights of each role within the workspace:
| Manager | Editor | Viewer | |
|---|---|---|---|
| Add/edit/remove a team member/role | ✓* | ✘ | ✘ |
| Install/Uninstall modules | ✓ | ✘ | ✘ |
| Edit workspace settings | ✓ | ✘ | ✘ |
| Update workspace production status | ✓ | ✘ | ✘ |
| Send emails | ✓ | ✘ | ✘ |
| Add/Import content | ✓ | ✓ | ✘ |
| Start live streams | ✓ | ✓ | ✘ |
| View and export content | ✓ | ✓ | ✓ |
| View analytics | ✓ | ✓ | ✓ |
| Access/edit Veeva API credentials | ✘ | ✘ | ✘ |
* Regardless of their organization role, any workspace manager can add an existing organization member to a workspace.
Content hub roles
As a Backstage user, you can be a member of one or several content hubs, each with a different role: Manager, Editor, or Viewer.
The following table summarizes the rights of each role within the content hub:
| Manager | Editor | Viewer | |
|---|---|---|---|
|
View team members |
✓ | ✓ | ✘ |
|
Add/edit/remove a team member/role |
✓* | ✘ | ✘ |
|
View content hub general settings (content hub name, privacy policies, container app, production status) |
✓ | ✓ | ✓ |
|
Edit content hub general settings (content hub name, privacy policies, container app, production status) |
✓ | ✘ | ✘ |
|
View content hub connected event settings |
✓ | ✓ | ✓ |
|
Edit content hub connected event settings |
✓ | ✓ | ✘ |
|
Update content hub production status |
✓ | ✘ | ✘ |
|
View content in the hub |
✓ | ✓ | ✓ |
|
Add/edit/delete content |
✓ | ✓ | ✘ |
|
Download content |
✓ | ✓ | ✘ |
|
Download analytics |
✓ | ✘ | ✘ |
|
Manage users (view users, add users, cancel users) |
✓ | ✓ | ✘ |
|
Send emails to users |
✓ | ✓ | ✘ |
|
View/edit design |
✓ | ✓ | ✘ |
* Regardless of their organization role, any content hub manager can add an existing organization member to a content hub.
Notes: When the Backstage user, with an admin or organizer role within their organization, creates a new content hub, they are automatically set as a manager in the content hub. As manager they can add other team members to the content hub.
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