Overview

UserGuiding provides three unique roles that help you manage your team effectively. Each role has specific permissions that determine what a team member can or cannot do within the platform. Understanding these roles is crucial for ensuring that your team operates smoothly and that tasks are delegated appropriately.

Editor

Editors are team members who have the ability to create and edit materials, such as Guides, Checklists, and other content. This role is ideal for those responsible for the content creation process but who do not need to publish or manage the work of others. Editors focus on crafting and refining content to ensure it meets your organization’s standards.

Publisher

Publishers have all the permissions of an Editor, with the added ability to publish changes. This role is suitable for team members who not only create and edit content but also have the authority to make it live for your audience. Publishers play a crucial role in managing content release, ensuring that only polished and approved materials are accessible to users.

Admin

Admins possess all the permissions of a Publisher, along with the additional capabilities to manage users and subscriptions. This role is designed for those who oversee the overall management of your UserGuiding account. Admins are responsible for user management, including adding or removing team members and adjusting their roles as needed. They also handle subscription settings, ensuring that the platform is configured to meet the organization's needs.

By clearly defining these roles, UserGuiding allows you to assign responsibilities effectively, streamline workflows, and maintain control over your content creation and publication processes. This structure ensures that your team can collaborate efficiently while maintaining the right level of oversight.